MarketSharp

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

  • Documents
  • Credit Applications
  • Results
  • Appointments

MarketSharp Steps

  1. Activate the MarketSharp integration.
  2. Activate Appointments integration.
  3. Add MarketSharp login credentials.
  4. Configure document sending rules.
  5. Configure Results sending rules.
  6. Configure Credit App Upload rules.

Activate the MarketSharp Integration

To activate the MarketSharp integration, you will need to enter your MarketSharp Company ID.

  1. Go to Integrations > MarketSharp.
  2. Enter your MarketSharp Company ID.
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Activate Appointments Integration

Leap will connect with MarketSharp and pull over the appointments that are assigned to the Sales Rep. Appointments will have customers’ personal information (name, address, phone, email) along with any appointment notes.

  1. Go to App Settings > Appointments.
  2. Choose MarketSharp as your source for appointments.
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Add MarketSharp Login Credentials

In order for Leap to pull individual Sales Reps’ appointments you will need to add their MarketSharp credentials to their individual user profiles.

  1. Go to Users.
  2. Scroll down to the credentials section.
  3. Click the Add button.
  4. Select MarketSharp from Endpoint dropdown.
  5. Enter the User’s MarketSharp Username and Password.
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Configure Document Sending Rules

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

  1. Go to App Settings > Contract Sending.
  2. Select MarketSharp from the API drop-down menu.
  3. Create a default file name by adding a File Name.
  4. Add Backup Recipients email addresses. In the event a document fails to upload to MarketSharp, 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 MarketSharp, as well as the customer information and a brief description of why it failed to upload.
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Configure Results Sending Rules

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

The following information for results will be updated:

Lead Results: Leap will pull the Lead Result options entered in MarketSharp for sales reps to select. (For Example: Demo Not Sold, Demo Maybe, etc..)

Result Reasons: : Leap will pull the Result reasons entered in MarketSharp for sales reps to select. (For Example: Appointment Cancelled, Too Expensive, etc..)

  1. Go to App Settings > Results.
  2. Select MarketSharp from the API drop-down menu.
  3. Create a default file name by adding a File Name.
  4. Add Backup Recipients email addresses. In the event a document fails to upload to MarketSharp, 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 MarketSharp, as well as the customer information and a brief description of why it failed to upload.
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  6. In the No Sale section click Add twice, this will create 2 rows to pull in results and results reasons from MarketSharp.
  7. Add
    1. Enter a Title. Example: Results or Lead Results.
    2. Change the Input Type to MarketSharp Lead Results Picker.
    3. Toggle the Required switch to make this field required.
  8. Add MarketSharp results reasons in the second row.
    1. Enter a Title. Example: Result Reason or Lead Result Reason.
    2. Change the Input Type to MarketSharp Result Reasons Picker.
    3. Toggle the Required switch to make this field required.
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Configure Credit App Upload Rules

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

  1. Go to App Settings > Credit App Upload.
  2. Select MarketSharp 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. Add Backup Recipients email addresses. In the event a document fails to upload to MarketSharp, 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 MarketSharp, as well as the customer information and a brief description of why it failed to upload.