Leap CRM + Setmore Appointments

Leap CRM + Setmore Appointments integrations

Create new Setmore Appointments contacts from new Leap CRM customers

Easily streamline your client onboarding process with this simple workflow. Whenever you add a new customer in the Leap CRM app, it will create a corresponding contact in Setmore Appointments. This seamless integration delivers fluid customer management, helping to ensure no client falls through the cracks and that scheduling appointments is a breeze.

When this happens...
New CustomerNew Customer from jobprogress
TriggerPolling
automatically do this!
Create ContactCreate a new contact.
ActionWrite

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More things you can do with Leap CRM and Setmore Appointments

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

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
Appointment Deleted
Triggers when a appointment is deleted.
Trigger
Instant
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It

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

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
Delete Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
New Contact
Triggers when a contact is created.
Trigger
Instant
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Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
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 Setmore Appointments

Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

Related Zap Templates

Create new Leap CRM customers from Setmore Appointments new appointments

Related Zap Templates

Create new Leap CRM customers from Setmore Appointments new appointments