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Surefire Local Platform logoSurefire Local Platform logo

Leap CRM + Surefire Local Platform

Leap CRM + Surefire Local Platform

Leap CRM + Surefire Local Platform integrations

Create Leap CRM leads from new Surefire Local Platform leads

Effortlessly streamline your lead management process with this Surefire Local to Leap CRM integration. When a new lead is received in Surefire Local Platform, this workflow will instantly create a lead in Leap CRM, saving you time and keeping your customer information organized in one place. Let automation take care of the tedious tasks while you focus on growing your business.

  1. When this happens...
    New Lead Received
    New Lead Received
    New Lead ReceivedTriggers when a new lead is created.
    TriggerInstant
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a Lead on the APP
    ActionWrite
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More things you can do with Surefire Local Platform and Leap CRM

Discover other triggers and actions you can use with Surefire Local Platform and Leap CRM

  • 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 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
    • Client
    • First Name
    • Last Name
    • Email
    • Phone
    • Address
    • Address2
    • Address3
    • City
    • State
    • Country
    • Zip
    • Notes
    Action
    Write
  • 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
    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
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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.
HelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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.
HelpHelp
Related categories
Marketing

Related Zap Templates

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