Leap CRM

The Leap integration allows the following information to be exchanged with SalesPro:

• Appointments
• Documents
• Credit Applications
• Results

PDF attachments can be uploaded to various file destinations (e.g. Estimates, Proposals, Work Orders, etc).

Quick Steps

1. Activate the Leap integration.
2. Verify each user’s credentials.
3. Configure Document routing rules.
4. Configure Results routing rules.
5. Configure Credit App Sending rules.

Activate the Leap Integration

To activate the Leap integration, you will need to enter your Leap API Token.

1. Retrieve an API Key from Leap. As a Leap Admin, proceed to the Developer section of your Leap Settings.
   • Log into your Leap account.
   • Click on your profile name on the top-right corner of the page.
   • Click Settings.
   • Navigate to Developers on the left-hand menu.
   • Click the Generate Token button.
   • Enter your customized Token Name and click Generate Token.
   • Open the API Token has been generated, click the Copy to Clipboard button. to copy the token to your computer’s clipboard.
     
     
     
     

     Once the Access Token has been copied, the pop-up window will automatically close.

2. Enter the API Token in SalesPro.
   • Go to Workflow > CRM and Appointments.
   • Toggle on the Leap toggle switch to ON.
   • In the Auth Token field, paste in your API Token.
   • Click Save.

Verify User Credentials

A user’s credentials are not entered into Leap. Appointments are matched by a user’s email address, as entered into SalesPro, and the corresponding email address added to the user’s account within Leap.

1. Go to Company > Users.
2. Click on the pencil button under Action.
3. Confirm each user’s email in SalesPro matches their email address within Leap.

Configure Workflow & Routing Rules

Document Routing Rules

SalesPro will upload any documents such as Contracts, Proposals, or Custom Documents sent from the SalesPro application to Leap. The following steps are for Contract Routing. The same steps apply to Proposal Routing or any other document type.

1. Go to Workflow > Document Routing.
2. Toggle the Leap toggle to “on”.
3. Create a default file name by adding a File Name (e.g. %customerName% Contract %date%.pdf).
4. Set the File Destination. This is where the documents will be uploaded.
5. Add Backup Recipients email addresses. In the event a document fails to upload to Leap, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to Leap, as well as the customer information and a brief description of why it failed to upload.

In the example below, the name of the document uses placeholders to pull in customer-specific information.

If the customer name was Larry Leap and the contract document was executed on 5/23/19, the name of the document attachment would read Larry Leap Contract 5/23/19. See placeholders article for a list of placeholders.

Results Routing Rules

All Result fields are managed within Leap. When resulting a disposition as a Sale or No Sale, users will be able to select a Result Option. Upon selection, the list of corresponding Supporting Questions will appear. Results are updated within the initial appointment record.

SalesPro allows Sales Reps to result an appointment in the App and have the results automatically updated in Leap. SalesPro will also generate a Results report with a summary of the estimate.

1. Go to Workflow > Results Routing.
2. Toggle the Leap toggle to “on”
3. Create a default file name by adding a File Name (e.g. %customerName% Results %date%.pdf).
4. Set the File Destination. This is where the results will be uploaded.
5. Add Backup Recipients email addresses. In the event a document fails to upload to Leap, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to Leap, as well as the customer information and a brief description of why it failed to upload.
   
   

Credit App Sending Rules

SalesPro will upload any credit applications sent from the application to Leap.

1. Go to Finance > Credit App Sending.
2. Select Leap from the API drop-down menu.
3. Add a Disclosure to appear to the customer when signing the credit application.
4. Add a Password to protect the credit application. Only users with the password will be able to open the credit application.
5. Create a default file name by adding a File Name.
6. Set the File Destination. This is where the credit application will be uploaded.
7. Add Backup Recipients email addresses. In the event a document fails to upload to Leap, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to Leap, as well as the customer information and a brief description of why it failed to upload.