Zapier

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

  1. Navigate to your Zapier Dashboard and click My Apps.
  2. Click on the top-right corner of your Dashboard.
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  4. Type SalesPro in the Search box and select the app.
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  6. Plug in your Leap Username and Leap Password in the pop-up.
  7. After you’ve plugged in your SalesPro Credentials, click Yes, Continue.
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  9. Once you’re connected, you can test your connection by going to My Connections > SalesPro > click the 3 dots > Test connection.
  10. If everything was set up correctly, it will say Test Successful. If further set up is required, it will prompt you to Reconnect.
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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)
  • Estimate Finance Option Payment Factor (finance option payment multiplier)
  • Estimate Finance Option Plan Code
  • Estimate Finance Option Term
  • Estimate Id (SalesPro’s unique estimate ID)
  • Estimate Name
  • Estimate Office Id (SalesPro’s unique office ID)
  • Estimate Office Name
  • Estimate Result Data (includes all results fields)
  • Is Measure Sheet Item Active (if the item is actively used in the estimate)
  • Is Sale (if the result is a sale)
  • Measure Sheet Item Category
  • Measure Sheet Item Drill Downs
  • Measure Sheet Item Id (SalesPro’s unique measure sheet item ID)
  • Measure Sheet Item Measurement Type
  • Measure Sheet Item Name
  • Measure Sheet Item Note
  • Measure Sheet Item Quantity (this field pulls Custom Product Quantity as well)
  • Measure Sheet Item Sub-Category
  • Measure Sheet Item Tag (tag field in Additional Details)
  • Measure Sheet Item Thumbnail URL (link to the measure sheet item’s thumbnail photo)
  • Result Title (title of the result field)
  • Result Value (value of the result field)
  • Results Note (note displayed on the top of the results report)
  • Sale Amount
  • Selected Price Guide Option Brand
  • Selected Price Guide Option Id (SalesPro’s unique price guide option ID)
  • Selected Price Guide Option Name
  • Selected Price Guide Option Price
  • Source (where the contact is pulled from)
  • The PDF File (actual PDF file)
  • Up-Charge Additional Detail Id (SalesPro’s unique up-charge additional detail ID)
  • Up-Charge Additional Detail Note
  • Up-Charge Additional Detail Title
  • Up-Charge Additional Detail Value
  • Up-Charge Id (SalesPro’s unique up-charge ID)
  • Up-Charge Name
  • Up-Charge Note
  • Up-Charge Price
  • Up-Charge Quantity
  • Up-Charge Thumbnail URL (link to the up-charge’s thumbnail photo)
  • URL To The PDF File (link to the PDF file)
  • User Email
  • User First Name
  • User Last Name
  • User License Number
  • User Object Id (SalesPro’s unique user ID)
  • User Office Name
  • User Office Object Id (SalesPro’s unique office ID)
  • User Phone Number
  • User Unique Identifier
  • User Username