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Leap CRM + QuickBooks Online

Leap CRM + QuickBooks Online

Leap CRM + QuickBooks Online integrations

Create new QuickBooks Online customers from new Leap CRM leads

Transform new leads into potential revenue faster with this workflow. Once a new lead is recorded in Leap CRM, it directly results in a customer creation in QuickBooks Online. This process ensures all your potential customers are promptly accounted for, streamlining your client management and boosting your efficiency. Start managing your clientele more effectively with this simple yet impressive automation.

  1. When this happens...
    New Lead
    New Lead
    New LeadNew Lead from JobProgress
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerTriggers when you add a new customer.
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More things you can do with Leap CRM and QuickBooks Online

Discover other triggers and actions you can use with Leap CRM and QuickBooks Online

  • Leap CRM triggers, actions, and search
    New Customer

    New Customer from jobprogress

    Trigger
    Polling
    Try It
    • Lead Id
    • Job Id / Job Number (8888-9999-01)
    • Documents List
      Required
    Action
    Write
    • Lead Id
      Required
    • Value
    • Latitude
    • Longitude
    • Address
    • City
    • House Number
    • Street
    • Zip Code
    • State
    • Country
    • Company
    • Documents List
    • First Name
      Required
    • Last Name
    • Email
      Required
    • Phone
    • Salesman / Customer Rep
    • Job Rep / Estimator
    • Job Description
    • Referral
    Action
    Write
    • ID
      Required
    • First Name
      Required
    • Last Name
    • Phone
      Required
    • Email
      Required
    • Company Name
    • Address
    • City
    • State
    • Zip Code
    • Country
    Action
    Write
    • Lead Id
      Required
    • Value
    • Latitude
    • Longitude
    • Address
    • City
    • House Number
    • Street
    • Zip Code
    • State
    • Country
    • Company
    • Documents List
    • First Name
      Required
    • Last Name
    • Email
      Required
    • Phone
    Action
    Write
  • QuickBooks Online triggers, actions, and search
    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
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About Leap CRM
Leap CRM is a tool for roofers and remodelers to win and manage more jobs. Simplify your workflow with roofing and remodeling contractor software.
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About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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