Skip to content
Leap CRM logoLeap CRM logo
Roofr logoRoofr logo
Leap CRM logoLeap CRM logo
Roofr logoRoofr logo

Leap CRM + Roofr

Leap CRM + Roofr

Leap CRM + Roofr integrations

Create jobs and customers in Roofr for new leads in Leap CRM

Elevate your work efficiency with this workflow. When a new lead arrives in Leap CRM, it immediately initiates the creation of a job and customer profile in Roofr. This smooth connection ensures all details are carried over accurately, allowing you to focus on transforming leads into successful projects. It's an efficient solution for enhancing your business productivity.

  1. When this happens...
    New Lead
    New Lead
    New LeadNew Lead from JobProgress
  2. automatically do this!
    Create Job and Customer
    Create Job and Customer
    Create Job and CustomerCreates a job and customer on Roofr.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Leap CRM and Roofr

Discover other triggers and actions you can use with Leap CRM and Roofr

  • 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
  • Roofr triggers, actions, and search
    Roofr Lead Created

    Triggers when a new lead is submitted via a Roofr Instant Estimator.

    Trigger
    Instant
    Try It
leap-crm logo
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.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
roofr logo
About Roofr
Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
Related categories

Related Zap Templates