Leap CRM + Referral Factory

Leap CRM + Referral Factory integrations

Create new Leap CRM leads from new users in Referral Factory

When a new user registers through Referral Factory, this seamless workflow immediately creates a lead in Leap CRM. It simplifies your task by eliminating the need to manually transfer or duplicate data, enhancing productivity. Make your lead management more streamlined and efficient with this digital assistant at your service.

When this happens...
New UserTriggers when a new user has been referred to your campaign. This is often called a new referred lead.
TriggerInstant
automatically do this!
Create LeadCreates a Lead on the APP
ActionWrite

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More things you can do with Referral Factory and Leap CRM

Discover other triggers and actions you can use with Referral Factory and Leap CRM

- Campaign
  Required
- Which users should we send?
  Required
Trigger
Instant
Try It
- Campaign
  Required
- First Name
  Required
- Email
  Required
- Send Notification
Action
Write
- Coupon
  Required
Action
Write
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

- Reward
Trigger
Instant
Try It
- User Code
  Required
Action
Write
- Campaign
  Required
- User Email
  Required
Action
Write
New Lead
New Lead from JobProgress
Trigger
Polling
Try It
- 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

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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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Referral Factory

The Easy Way To Build A Referral Program