Leap CRM + WooSender

Create new WooSender contacts from new Leap CRM customers

Ensure your business stays updated with every new customer addition in Leap CRM. With this workflow, every time a new customer is added in Leap CRM, a corresponding contact is smoothly created in WooSender. This seamless connection eliminates manual data entry and improves your customer relationship management efficiency. Stay connected with your customers without having to switch between apps.

When this happens...
New CustomerNew Customer from jobprogress
TriggerPolling
automatically do this!
Create or Update ContactCreate a new contact or updates an existing contact based on email address
ActionWrite

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More things you can do with Leap CRM and WooSender

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

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
Appointment Cancelled
Appointment Cancelled By WooSender
Trigger
Instant
Try It
Appointment Updated
Appointment Updated By WooSender
Trigger
Instant
Try It

New Contact
Triggers when a new contact has been added on WooSender.
Trigger
Instant
Try It
- Pipeline
  Required
- Stage
  Required
Trigger
Instant
Try It

- Tags
  Required
Trigger
Instant
Try It
- Title
  Required
- Start time
  Required
- End time
  Required
- Appointment Assignee
- Description
- Contact ID
- Contact Email
- Contact Phone Number
- Contact Assignee
- Campaign
- Pipeline
- Stages
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- Id
  Required
- Title
  Required
- Start time
  Required
- End Time
  Required
- Appointment Assignee
  Required
- Contact ID
- Contact Email
- Contact Phone Number
- Description
- Call Contact Automatically
- Resend notification based on the appointment changes
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search
- First search property name
- Second search property name
- Third search property name
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Search or 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
- 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
Appointment Created
Appointment Created By WooSender
Trigger
Instant
Try It
Marked as Attention
Triggers when contacts were marked as attention
Trigger
Instant
Try It
- Pipeline
  Required
- Stage
  Required
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
Try It
- Contact ID
- Contact Email
- Contact Phone Number
- Opportunity Name
- Same As Contact Name
  Required
- Heat Score
- Value
- Pipeline
  Required
- Stage
  Required
- Numbers Of Products
- Update all fields if an opportunity already exists in the same pipeline
  Required
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Note
- Tag
- Company
- Revenue
- Timezone
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Full Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search

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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Zapier Forms

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About WooSender

WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot for your business through SMS, email, live chat, phone calls, and more.

Learn moreLearn moreHelpHelp

Related categories

Marketing