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Connect Leap CRM and Surefire Local Platform to power AI-driven automation

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How Zapier works

Zapier makes it easy to integrate Leap CRM with Surefire Local Platform - no code necessary. See how you can get setup in minutes.

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Leap CRM logo
Leap CRM
Leap CRM logo
Leap CRM
1. Choose trigger event
Surefire Local Platform logo
Surefire Local Platform
Surefire Local Platform logo
Surefire Local Platform
2. Choose action
Leap CRM logo
1. Select the event
Setup
Test
Leap CRM logo
Leap CRM
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer" from Leap CRM.

Add your action

An action happens after the trigger—such as "Create Lead" in Surefire Local Platform.

You’re connected!

Zapier seamlessly connects Leap CRM and Surefire Local Platform, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • 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
  • Surefire Local Platform triggers, actions, and search
    New Lead Received

    Triggers when a new lead is created.

    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
    • Client
    • First Name
    • Last Name
    • Email
    • Phone
    • Address
    • Address2
    • Address3
    • City
    • State
    • Country
    • Zip
    • Notes
    Action
    Write

For AI agents & developers

Use Leap CRM and Surefire Local Platform with AI agents and code

Beyond Zap workflows. Call Leap CRM and Surefire Local Platform actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Leap CRM and Surefire Local Platform actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

  • Add Document
  • Create Lead

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP
Typescript

Call from code with the Zapier SDK

Trigger Leap CRM and Surefire Local Platform actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* leap-crm / surefire-local-platform action */ });
Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Leap CRM and Surefire Local Platform to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Leap CRM to Surefire Local Platform integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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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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CRM (Customer Relationship Management)
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About Surefire Local Platform
All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings ads and local search results all in one place.
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