Leap CRM and Salesflare
How to connect Leap CRM
- Via Zapier — 6 operations available. Set it up ↗
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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