Zapier is an online automation tool that connects two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.
With this feature, you can set up your SalesPro data to be transferred over to other apps such as Google Sheets, Google Docs, Microsoft Excel, Microsoft Outlook, and many more.
Trigger Events
Document Sent
Triggers when a Contract, Proposal, or any Custom Document is sent.
Transaction Complete
Triggers when a new credit card or e-check transaction is completed.
Results Sent
Triggers when a user results an appointment.
Connect SalesPro to Zapier
Navigate to your Zapier Dashboard and click My Apps.
Click on the top-right corner of your Dashboard.
Type SalesPro in the Search box and select the app.
Plug in your Leap Username and Leap Password in the pop-up.
After you’ve plugged in your SalesPro Credentials, click Yes, Continue.
Once you’re connected, you can test your connection by going to My Connections > SalesPro > click the 3 dots > Test connection.
If everything was set up correctly, it will say Test Successful. If further set up is required, it will prompt you to Reconnect.
Data Fields for Document Sent
These are the data fields you can include in a Zap every time a document is sent:
Customer First Name
Customer Last Name
Customer Spouse First Name
Customer Spouse Last Name
Customer Phone Numbers (includes both Phone Number and Phone Number Note)
Customer Phone Number
Customer Phone Number Note
Customer Emails (includes both Email Address and Email Note)
Customer Object ID (SalesPro’s unique customer ID)
Source (where the contact is pulled from)
Address City
Address State
Address Street
Address Postal Code
Estimate Name
The PDF File (actual PDF file)
URL to the PDF File (link to the PDF file)
Office Object ID (SalesPro’s unique office ID)
Office Name
Customer Email
Customer Email Note
Originating Source Name That Triggered Zap (document type as it appears in your dashboard menu)
Originating Source Key That Triggered Zap (default title of the document type)
User First Name
User Last Name
User Username
User Email
User Object ID (SalesPro’s unique user ID)
User Unique Identifier
User License Number
User Phone Number
Data Fields for Transaction Complete
These are the data fields you can include in a Zap every time a transaction has been completed:
Customer First Name
Customer Last Name
Customer Spouse First Name
Customer Spouse Last Name
Customer Emails (includes both Phone Number and Phone Number Note)
Customer Email
Customer Email Note
Customer Phone Numbers (includes both Phone Number and Phone Number Note)
Customer Phone Number
Customer Phone Number Note
Customer Object ID (SalesPro’s unique customer ID)
Address Street
Address City
Address State
Address Postal Code
Source (where the contact is pulled from)
Office Name
Office Object ID (SalesPro’s unique office ID)
Estimate Name
Transaction Amount (total amount of transaction)
Transaction Description (description of transaction manually typed in)
Transaction Object ID (SalesPro’s unique transaction ID)
Transaction Gateway ID (unique ID from the payment processor)
Transaction Type (type of transaction)
Payment Method Name On Account
Payment Method Expiration Month
Payment Method Expiration Year
Payment Method Account Number
Payment Method Billing Postal Code
Payment Method Card Type
User First Name
User Last Name
User Username
User Email
User Object ID (SalesPro’s unique user ID)
User Unique Identifier
User License Number
User Phone Number
Data Fields for Results Sent
These are the data fields you can include in a Zap every time an estimate is resulted:
Active Categories (any viewed categories)
Added Categories (categories added to the estimate)
Additional Detail Id (SalesPro’s unique Additional Detail ID)
Additional Detail Note
Additional Detail Title
Additional Detail Value
Address City
Address Postal Code
Address State
Address Street
Created With (source of the appointment)
Custom Product Description
Custom Product Name
Custom Product Price
Customer Email
Customer Email Note
Customer Emails (includes both Email and Email Note)
Customer First Name
Customer Last Name
Customer Object Id (SalesPro’s unique customer ID)
Customer Phone Number
Customer Phone Number Note
Customer Phone Numbers (includes both Phone Number and Phone Number Note)
Customer Spouse First Name
Customer Spouse Last Name
Estimate Added Items (pulls all details of an item including quantity, measure sheet, selected option, upcharges, additional details, and custom item)
Estimate Added Items Added Up Charges
Estimate Added Items Additional Details
Estimate Added Items Custom Item
Estimate Added Items Measure Sheet Item
Estimate Added Items Selected Option
Estimate Finance Option Bank Name
Estimate Finance Option Category
Estimate Finance Option Dealer Fee Percent
Estimate Finance Option Interest Rate
Estimate Finance Option Max Amount
Estimate Finance Option Min Amount
Estimate Finance Option Name
Estimate Finance Option Note
Estimate Finance Option Object ID (SalesPro’s unique finance option ID)
on the top-right corner of your Dashboard.
on the top-right corner of your Dashboard.
