Article Overview
The following steps are required to set up the Leap integration through the SalesRabbit Marketplace.
TIP: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally, administrative access is required in order to access API keys and other credentials/settings in configuring this integration.
Part 1: Form Creation
This integration relies on mobile app users submitting a form to send lead information from SalesRabbit -> Leap (JobProgress). This section walks users through building the form needed for this integration.
- From the SalesRabbit Web App, navigate to "Settings" -> select "Form Builder".
- Click "+ New Form" in the upper right corner.
- Rename the form in the upper left corner (ex: Submit to Leap)
- Create 2 sections with the "+ Add a Section" button.
- Section names should be "Customer Details" & "Job Details"
- Use the "Lead Fields" and "Form Fields" dropdowns to click and drag the following fields onto the form in the appropriate section.
- Tip: to know if it is a Lead vs Form field, looks at the "Field Type" column below.
| Field Name | Field Key | Field Type |
Required/Optional | Description* |
| Customer Details | ||||
| Business Name | businessName | Lead Field | Not Required | Business Name |
| First Name | firstName | Lead Field | Required* | First Name of customer |
| Last Name | lastName | Lead Field | Required* | Last Name of customer |
| Phone | phonePrimary | Lead Field | Required* | Phone of customer |
| Alternate Phone | phoneSecondary | Lead Field | Not Required | Secondary Phone of Customer |
| Lead Field | Not Required | Email of customer | ||
| Street Address | street1 | Lead Field | Not Required | Street Address of customer |
| Apt/Suite | street2 | Lead Field | Not Required | Apartment or suite number |
| City | city | Lead Field | Not Required | City of customer |
| State | state | Lead Field | Not Required | State of customer |
| Postal Code | postalCode | Lead Field | Not Required | Postal Code of customer |
| Notes | notes | Lead Field | Not Required | Notes of the interaction |
| Job Details | ||||
| Job Name | jobName | Form (Text) | Not Required | Job Name |
| Job Description | jobDescription | Form (Text) | *Required | Description of the Job |
| Address Information Same As Above? | addressInformationSameAsAbove |
Form (Toggle)
|
*Required | Toggle to use same address information as customer |
| Job Street Address | jobStreetAddress | Form (Text) | Not Required | Street Address of Job |
| Job City | jobCity | Form (Text) | Not Required | City of Job |
| Job State | jobState | Form (Text) | Not Required | State of job |
| Job Postal Code | jobPostalCode | Form (Text) | Not Required | Postal Code of Job |
| Job Notes | jobNotes | Form (Text) | *Required | Notes of the Job |
- A completed form will appear as follows:
- Before publishing, select the gear icon in the upper left corner -> enable "Custom Form Results".
- Then click "Publish" and confirm.
- This form can now be used for form submission!
Part 2: Obtain Leap API Key
This part will demonstrate how to create and obtain an API within Leap (JobProgress).
- In a separate tab, navigate to "jobprogress.com" and log in.
- Once logged in, navigate to "Profile" -> "Settings".
- From the left hand menu, click on "Developers".
- Once in the developer's section, click on "Generate Token" in the top right-hand corner and "Copy" the new API Key. Save the key and keep it somewhere safe.
- This copied key will be used in Part 3 of this article.
Part 3: Leap Marketplace Configuration Wizard
This part demonstrates how to navigate the Leap (JobProgress) Marketplace configuration wizard found in the SalesRabbit Web App.
- From the SalesRabbit Web App, navigate to "Integrations" -> "Marketplace" -> select the Leap CRM (JobProgress) tile.
- Navigate to "Configuration" -> click "Enable"
- Note: if this was previously enabled, click "Reconfigure".
- Leap CRM Integration Page:
-
Step 1: Connect Leap (JobProgress)
- Click "New Authentication" -> "Name" the authentication (optional) -> paste the "API Token" created in Part 2 of this article -> click "Create".
-
Step 2: Form Selection
- Select the SalesRabbit Form you'd like to use to submit records into JobProgress. This will likely be the form built during part 2 of this article.
-
Step 3: Trade Type Selection
- Select the Trade you'd like to associate your Jobs with in JobProgress.
- Note: available Trade types are managed in your Leap/JobProgress account. Found under "System Settings" -> "Trade Types".
- Click "Next" to proceed to the next page of the configuration.
- Leap CRM Mappings Page
-
Use Default Customer Mappings:
- Checking this box will enable the default customer field mappings (First Name field in SalesRabbit = First Name field in Leap).
- Unchecking this box allows user to create a custom mapping.
- Click "Finish" to save and apply any changes made.
Pro Tips
- If you wish to disable or reconfigure this integration at any time you can do so by clicking "Disable" or "Reconfigure" respectively.
- Additionally, if the integration is currently live you should see an "enabled" indicator on the integration.
Your Leap integration should now be live and allow you to create leads in Leap through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration.
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