Leap CRM + RealWork
Manage new Leap CRM customers by creating or updating jobsites in RealWork Labs
Boost your management of new customers efficiently using this workflow between Leap CRM and RealWork Labs. Whenever there's a new customer in Leap CRM, this integration will swiftly create or update a JobSite in RealWork Labs. This powerful tool not only streamlines your operational processes but ensures fewer errors, increased customer satisfaction, and valuable time saving.
Boost your management of new customers efficiently using this workflow between Leap CRM and RealWork Labs. Whenever there's a new customer in Leap CRM, this integration will swiftly create or update a JobSite in RealWork Labs. This powerful tool not only streamlines your operational processes but ensures fewer errors, increased customer satisfaction, and valuable time saving.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create or Update JobSite
Creates or Updates a JobSite
- Free forever for core features
- 14 day trial for premium features & apps
New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
IdRequired
URL
Start Date
End Date
AddressRequired
Homeowner Name
Homeowner Email
Homeowner Phone
Job Owner
Job Description
Notes
Geolocation - Latitude
Geolocation - Longitude
Tags
Change Job Status
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
