Leap CRM + Spotio

Leap CRM + Spotio integrations

Create New Leap CRM leads from new ones in Spotio

This Zap template will help to create leads bringing from Spotio. Use this Spotio and Zapier integration that will take care of the whole thing. This zap will bring a new lead from Spotio platform, automatically sync details with Leap CRM. You can assign this to any representative so that they can follow up instead.

When this happens...
Record CreatedTriggers when record is created.
TriggerInstant
automatically do this!
Create LeadCreates a Lead on the APP
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Spotio and Leap CRM

Discover other triggers and actions you can use with Spotio and Leap CRM

Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Trigger
Instant
Try It
Activity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Trigger
Instant
Try It
Document Added to Record
Triggers when document is added to record.
Trigger
Instant
Try It
Record Created or Updated
Triggers when record is created or updated.
Trigger
Instant
Try It
Record Updated
Triggers when record is updated.
Trigger
Instant
Try It

- Spotio Username
  Required
- Message
  Required
Action
Write
Create Activity Note
Create Activity Note in Spotio
Action
Write

Create Record
Create a new dataObject
Action
Write
- Autoplay
  Required
- Contact Id
  Required
- Allow enrolling with partial information
  Required
- Allow enrolling already enrolled contacts
  Required
Action
Write
Update Activity
Update Activity in Spotio
Action
Write
- ActivityId
  Required
Action
Search
- Search value
  Required
Action
Search
- ActivityId
  Required
Action
Search or write
- Search value
  Required
Action
Search or write
- SearchQuery
  Required
Action
Search or write
- FieldName
  Required
- FieldValue
  Required
Action
Search or write
- ExternalLeadId
  Required
Action
Search or write
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
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
Action
Write

Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Trigger
Instant
Try It
Appointment Created
Triggers when appointment for lead is created.
Trigger
Instant
Try It
Record Created
Triggers when record is created.
Trigger
Instant
Try It
Record Stage Changed
Triggers when record stage changes.
Trigger
Instant
Try It
Note Created
Triggers when note for record is created.
Trigger
Instant
Try It
Create Activity
Create Activity in Spotio
Action
Write
Create Appointment
Create Appointment in Spotio
Action
Write
Create Image
Create image.
Action
Write
- Autoplay
  Required
- Contact Id
  Required
Action
Write
Update Record
Update existing dataObject
Action
Write
- DataObject Type
  Required
- DataObject Field
  Required
- Search value
  Required
Action
Search
- ActivityId
  Required
Action
Search or write
- DataObject Type
  Required
- DataObject Field
  Required
- Search value
  Required
Action
Search or write
- Address
  Required
- Address Unit
Action
Search or write
- SearchQuery
  Required
Action
Search or write
- Email
  Required
Action
Search or write
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
Action
Write

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Spotio

SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

Related Zap Templates

Update Leap CRM leads when they are updated in Spotio

Add or Update Leap CRM documents when they are added to Spotio leads

Create lead in Leap CRM from new appointments in Spotio