Leap CRM + SumoQuote
Create SumoQuote projects from new Leap CRM leads
Effortlessly manage new leads and streamline your project creation process with this efficient workflow. When a new lead is added in Leap CRM, a project is instantly created in SumoQuote to help you stay organized and save time. Boost your productivity and focus on growing your business as this automation handles the tedious tasks for you.
Effortlessly manage new leads and streamline your project creation process with this efficient workflow. When a new lead is added in Leap CRM, a project is instantly created in SumoQuote to help you stay organized and save time. Boost your productivity and focus on growing your business as this automation handles the tedious tasks for you.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!Create Project
Creates a new SumoQuote Project
- Free forever for core features
- 14 day trial for premium features & apps
New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try It
