Articles

1. JobNimbus

Configure your JobNimbus account to exchange appointments, documents, results and credit applications with Leap.

2. LeadPerfection

Configure your LeadPerfection account to exchange appointments, documents, results and credit applications with Leap.

3. MarketSharp

Configure your Marketsharp account to exchange appointments, documents, results and credit applications with Leap.

4. Salesforce / i360

Configure your Salesforce / ImproveIt360 account to exchange appointments, documents, results and credit applications with Leap.

5. No CRM?

If you are not using a CRM you can still use email to import appointments and send documents. Here’s how!

6. Get Salesforce / i360 Object Fields

If you are using Salesforce or i360, you will need Object Fields in order to successfully integrate i360 with Leap. These Object Fields are located in a specific place in

7. Add Spouse to i360 Appointment

Available in: Leap Pro and Leap Premium To pull over the Spouse or secondary customer name from i360 to your Leap appointments you need to configure the appointment query under