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Leap CRM + Setmore Appointments

Leap CRM + Setmore Appointments

Leap CRM + Setmore Appointments integrations

Create new Leap CRM customers from Setmore Appointments new appointments

Streamline your customer management by automating the process between Setmore Appointments and Leap CRM. With this workflow, every time a new appointment is made in Setmore Appointments, a new customer is instantly created in Leap CRM. This ensures timely and efficient updating of your customer records, saving you valuable time and effort.

  1. When this happens...
    New Appointment
    New Appointment
    New AppointmentTriggers when a new appointment is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreate a Customer in jobprogress
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More things you can do with Setmore Appointments and Leap CRM

Discover other triggers and actions you can use with Setmore Appointments and Leap CRM

  • Setmore Appointments triggers, actions, and search
    Appointment Deleted

    Triggers when a appointment is deleted.

    Trigger
    Instant
    Try It
  • Setmore Appointments triggers, actions, and search
    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It
  • Setmore Appointments triggers, actions, and search
    Appointment Updated

    Triggers when a appointment is updated.

    Trigger
    Instant
    Try It
    • First Name
      Required
    • Last Name
    • Customer Email
      Required
    • Customer Mobile
    • Customer Country Code
    • Customer Address
    • Customer City
    • Customer State
    • Customer Zip
    • Start Date
      Required
    • End Date
    • Notes
    Action
    Write
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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 Setmore Appointments
Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.
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