Leap Integration

Send instant quote leads automatically to your Leap (JobProgress) account

Requirements:

Leap Account account (Admin user)
RoofQuote PRO™ active subscription (Admin user)

Overview:

Automatically send your RoofQuote PRO™ lead data to Leap account by directly integrating your accounts.

Instructions:

Step 1 - Create an Access Token in your Leap account

In your Leap account, go to Settings > Developer

Click "Generate Token"

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Name your Access Token, e.g. 'ROOFLE'

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Click 'Copy to Clipboard' to copy the long string

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Step 2 - Connect your RoofQuote PRO account using your Leap Access Token

Login to your RoofQuote PRO portal and go to Settings > Developer integrations tab

Find the Leap integration and click 'Connect'

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In the popup, Paste the API Token that you just copied

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Click 'Save & Continue'

Select the 'Initial Workflow Stage' you want your leads to be entered in Leap

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Click 'Save' to complete the integration connection

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Congrats! You've Successfully Integrated Your Leap Account 🎉

 

Test it out

Create a new lead from Rep Quotes

In your Leap account, find and open the new lead record...

  • All contact information 
  • The lead will be in the stage that was configured when connecting your account
  • Aerial image of the structures used for the instant quote
  • PDF of the quote uploaded to docs
  • Products and pricing shown in Job Notes

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