Leap CRM + Zapier Tables
Create records in Zapier Tables for new customers in Leap CRM
Stay on top of your customer management process in Leap CRM by utilizing this workflow. Upon acquiring a new customer in Leap CRM, a corresponding record will instantly be established in Zapier Tables. This smooth operation ensures your customer data remains organized and up to date, resolving any potential issues with information tracking and management. It's a streamlined solution to enhance productivity and customer relationship management.
Stay on top of your customer management process in Leap CRM by utilizing this workflow. Upon acquiring a new customer in Leap CRM, a corresponding record will instantly be established in Zapier Tables. This smooth operation ensures your customer data remains organized and up to date, resolving any potential issues with information tracking and management. It's a streamlined solution to enhance productivity and customer relationship management.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create Record
Creates a new record on a table.
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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
Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
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
Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try It
