LeadConnector + Leap
Send documents from Leap and add or update contacts in LeadConnector
Stay on top of your customer relationship management with this streamlined workflow. When a document is sent in Leap, it immediately adds or updates the corresponding contact data in LeadConnector. This continuous updating ensures your data stays fresh and accurate without manual input, saving you time and improving your efficiency. A perfect solution for businesses looking to streamline their customer data management.
Stay on top of your customer relationship management with this streamlined workflow. When a document is sent in Leap, it immediately adds or updates the corresponding contact data in LeadConnector. This continuous updating ensures your data stays fresh and accurate without manual input, saving you time and improving your efficiency. A perfect solution for businesses looking to streamline their customer data management.
- When this happens...Document Sent
Triggers when a new PDF file is sent.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
Document Sent
Triggers when a new PDF file is sent.
Try ItTransaction Complete
Triggers when a new credit card or e-check transaction is completed.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Results Sent
Triggers when a user results an estimate.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
