Leap CRM + Surefire Local Platform
Create Leap CRM leads from new Surefire Local Platform leads
Effortlessly streamline your lead management process with this Surefire Local to Leap CRM integration. When a new lead is received in Surefire Local Platform, this workflow will instantly create a lead in Leap CRM, saving you time and keeping your customer information organized in one place. Let automation take care of the tedious tasks while you focus on growing your business.
Effortlessly streamline your lead management process with this Surefire Local to Leap CRM integration. When a new lead is received in Surefire Local Platform, this workflow will instantly create a lead in Leap CRM, saving you time and keeping your customer information organized in one place. Let automation take care of the tedious tasks while you focus on growing your business.
- When this happens...New Lead Received
Triggers when a new lead is created.
- automatically do this!Create Lead
Creates a Lead on the APP
- Free forever for core features
- 14 day trial for premium features & apps
New Lead Received
Triggers when a new lead is created.
Try ItNew 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
Client
First Name
Last Name
Email
Phone
Address
Address2
Address3
City
State
Country
Zip
Notes
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
