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