Appointments
Available in: Leap Pro, Leap Premium, and Leap Enterprise
This section allows you to define where the Leap app can find information about Appointments. There are currently six options to choose from the API dropdown:
For a comprehensive guide on setting up your CRM see CRM Integrations.
MarketSharp
- In your Leap Dashboard, navigate to App Settings > Appointments.
- Select Marketsharp as the Source.
- Click Save.
LeadPerfection
- In your Leap Dashboard, navigate to App Settings > Appointments.
- Select LeadPerfection as the Source.
- Click Save.
Salesforce
- In your Leap Dashboard, navigate to App Settings > Appointments.
- Select Salesforce as the Source.
- Click Save.
- App Title
- The title that will appear to the user inside the Leap app.
- Salesforce API Name
- The API name of the data returned from Salesforce (i.e. i360__Prospect_Primary__c or i360__Comments__c).
- Salesforce Data Type
- The type of information that will be returned from Salesforce, such as:
- Text | Picklist – Plain Text or Picker List.
- Number – A numerical value that is not plain text.
- Appointment Date/Time – The date and time of the appointment.
- Date – A date value.
- Phone – A string of data in phone-number format.
- Date Format
- When Date is selected as the Type, you must specify a date format. Note: Salesforce Date fields are “yyyy-MM-dd” and Date/Time fields are “yyyy-MM-dd’T’HH:mm:ss.SSSZ”.
- Map To
- The field inside of Leap to which the information from a query should be mapped. Options include:
- Email – Tells Leap to map the value to an email address.
- Phone – Tells Leap to map the value to a phone number.
- Name – Tells Leap that this is the name of the person associated with a given appointment and populates the first and last name fields.
- Full Address – Tells Leap that this is the Street, City, State, and Zip of an address. Leap will try to parse this value and populate the information it has to the correct fields.
- Street – Tells Leap to map the value to the street address.
- Appointment Notes – Tells Leap to map information collected during an appointment to the appointment notes fields.
- Search Button – This field allows users to search previous estimates created for the same customer of a given appointment. The Title will be the title of the Search button inside of the Leap app. You should leave Salesforce Key blank when using this App Key.
- Salesforce ID – This field must always be added if you want attachments and notes to be added to Salesforce. You should leave Title blank and Display turned OFF when using this option.
JobNimbus
- In your Leap Dashboard, navigate to App Settings > Appointments.
- Select JobNimbus as the Source.
- Click Save.
- Select the Activity Type(s) Leap should fetch the appointments from. Typically these include Appointment, Task, Phone Call and Meeting.
Calendar
- In your Leap Dashboard, navigate to App Settings > Appointments.
- Select Calendar as the Source.
- Click Save.
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- In the App, tap the Settings menu.
- Tap Import Calendars.
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- Check the calendar(s) from the list available.