Leap CRM + Setmore Appointments
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.
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.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Customer
Create a Customer in jobprogress
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Appointment Deleted
Triggers when a appointment is deleted.
Try ItNew Appointment
Triggers when a new appointment is created.
Try ItAppointment Updated
Triggers when a appointment is updated.
Try ItFirst NameRequired
Last Name
Customer EmailRequired
Customer Mobile
Customer Country Code
Customer Address
Customer City
Customer State
Customer Zip
Start DateRequired
End Date
Notes
