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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 new leads in Surefire Local Platform from new leads in Leap CRM

Streamline your lead management process with this efficient workflow. When a new lead is added in Leap CRM, it immediately creates a corresponding lead in the Surefire Local Platform. This real-time process ensures that every new lead from Leap CRM is immediately logged into Surefire for easy tracking and management, helping your business stay organized and responsive. Boost your sales efficiency and never miss a lead again with this seamless integration.

  1. When this happens...
    New Lead
    New Lead
    New LeadNew Lead from JobProgress
    TriggerPolling
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a lead from Zapier
    ActionWrite
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More things you can do with Leap CRM and Surefire Local Platform

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

  • 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
  • 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
    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
    • Client
    • First Name
    • Last Name
    • Email
    • Phone
    • Address
    • Address2
    • Address3
    • City
    • State
    • Country
    • Zip
    • Notes
    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
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
surefire-local-platform logo
surefire-local-platform logo
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

  • Create Leap CRM leads from new Surefire Local Platform leads

Related Zap Templates

 

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