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Leap CRM and Salesflare

CRM (Customer Relationship Management) leaptodigital.com ↗

How to connect Leap CRM

What you can automate

  • When new Customer in Leap CRM, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Lead in Leap CRM, find or create contact in Salesflare.

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.

Leap CRM operations on Zapier

Triggers (2)

Start a workflow when this happens

  • New Customer — New Customer from jobprogress
  • New Lead — New Lead from JobProgress

Actions (4)

Things Salesflare can make it do

  • Add Document — This action will add the documents
  • Create Customer — Create a Customer in jobprogress
  • Create Lead — Creates a Lead on the APP
  • Update Lead — Update a Lead which is already created

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