Leap CRM + SumoQuote
Create lead in Leap CRM from every new signed report in SumoQuote
Experience a seamless data flow from SumoQuote to Leap CRM with this efficient workflow. Activated upon a signed report in SumoQuote, it progresses to ensure a new lead is captured in Leap CRM. This automation is perfect for businesses seeking to enhance their lead management and prevent lost opportunities, ultimately boosting business efficiency.
Experience a seamless data flow from SumoQuote to Leap CRM with this efficient workflow. Activated upon a signed report in SumoQuote, it progresses to ensure a new lead is captured in Leap CRM. This automation is perfect for businesses seeking to enhance their lead management and prevent lost opportunities, ultimately boosting business efficiency.
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- automatically do this!Create Lead
Creates a Lead on the APP
- Free forever for core features
- 14 day trial for premium features & apps
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItEmail Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItReport Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
Try ItProject Updated
Triggers when a SumoQuote Project is updated.
Try It
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItProject Created
Triggers when a new SumoQuote project is created.
Try ItReport Signed
Triggers when a Report is signed by all signatories.
Try ItCustomer First NameRequired
Customer Last Name
Email
Phone
Address Line 1Required
City
State
Zip Code
Project Id
Salesperson Email
Date Created
CompanyCam Project Id
