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Leap CRM + Tidio

Leap CRM + Tidio

Leap CRM + Tidio integrations

Create new leads in Leap CRM when contacts are sent from Tidio bot

Create new leads in Leap CRM the moment you get contact from your Tidio chatbot. This automation takes the details from a new contact sent from your Tidio bot and inputs them into Leap CRM as a lead, ensuring you never miss a potential client. Enhance your customer engagement and lead management process seamlessly. Enjoy immediate updates and timely follow-ups with your Tidio interactions.

  1. When this happens...
    Contact Sent From Bot
    Contact Sent From Bot
    Contact Sent From BotTriggers when a contact is sent from the chosen node in your bot.
    TriggerInstant
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a Lead on the APP
    ActionWrite
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More things you can do with Tidio and Leap CRM

Discover other triggers and actions you can use with Tidio and Leap CRM

    • Send to Zapier Node
      Required
    Trigger
    Instant
    Try It
  • Leap CRM triggers, actions, and search
    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
    • Canvasser Type
    • Canvasser Value
    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
    • Canvasser Type
    • Canvasser Value
    Action
    Write
  • Leap CRM triggers, actions, and search
    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
    • Canvasser Type
    • Canvasser Value
    Action
    Write
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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)
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About Tidio
Tidio uniquely merges live chat, Bots, and Marketing Automation in one place to let you easily communicate with your customers.
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Related categories
Customer Support