Articles

1. LeadPerfection

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

2. MarketSharp

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

3. Salesforce / improveit 360

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

4. JobNimbus

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

5. JobProgress

The JobProgress integration allows the following information to be exchanged with Leap: Appointments Documents Results Credit Applications Quick Steps Activate the JobProgress integration. Configure Document Routing settings. Configure Results Routing settings. Configure Credit App Sending settings. Activate the JobProgress Integration To activate the JobProgress integration, you will need to enter your JobProgress API Token. To

6. No CRM?

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

7. 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 your Salesforce Account.                 Available in: Leap Pro, Leap Premium, and Leap Enterprise             To access these fields: In your Salesforce/i360 Account, click Setup. Under

8. Add Spouse to i360 Appointment

Available in: Leap Pro, Leap Premium, and Leap Enterprise To pull over the Spouse or secondary customer name from i360 to your Leap appointments you need to configure the appointment query under Workflow > CRM and Appointments. To do so first use the i360 secondary customer name field or API name i360__Prospect_Secondary__c. Enter this in