The following steps are required to set up the Leap integration through the SalesRabbit Marketplace. Note: 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
- Create a New Form under Settings > Form Builder.
- Make a section called Customer Details and enter in your customer fields like they are shown below.
- Create a second section called Job Details and add your job fields like they are shown below.
| Field Name | Field Key |
Field Type |
Required/Optional | Description* |
| Customer Details Section | ||||
| Business Name | businessName |
Lead |
Not Required | Business Name |
| First Name | firstName | Lead | Required* | First Name of customer |
| Last Name | lastName | Lead | Required* | Last Name of customer |
| Phone | phonePrimary | Lead | Required* | Phone of customer |
| Alternate Phone | phoneSecondary | Lead | Not Required | Secondary Phone of Customer |
| Lead | Not Required | Email of customer | ||
| Street Address | street1 | Lead | Not Required | Street Address of customer |
| Apt/Suite | street2 | Lead | Not Required | Apartment or suite number |
| City | city | Lead | Not Required | City of customer |
| State | state | Lead | Not Required | State of customer |
| Postal Code | postalCode | Lead | Not Required | Postal Code of customer |
| Notes | notes | Lead | Not Required | Notes of the interaction |
| Job Details Section | ||||
| 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 |
- Note: Field API name MUST match the example provided. First and Last Name are required, the other fields are optional.
Leap- Form Example
- Turn on Custom Form Responses
- Click on the “Publish” button and confirm.
Part 3: Obtain Leap API Key
- Go to "jobprogress.com" and log in. Once you are logged in, go to Profile > Settings and click on "Developers" on the left-hand navigation.
- Once you have gotten to the developer's section, click on "Generate Token" in the top right-hand corner and copy your API Key. Save the key and keep it somewhere safe.
Part 4: Configure Leap Integration
- Navigate to the Marketplace under "Integrations". (Must have admin access)
- Select the Leap Integration Card
- Navigate to the "Configuration" tab and click "Enable"
- Select the published form you created in SalesRabbit from the dropdown list.
- Insert the Leap api Key into the field as specified
- Enter in the Trade you'd like to use for your created Jobs.
- To find your Trade types, go to Leap and it's found under System Settings > Trade Types.
- To find your Trade types, go to Leap and it's found under System Settings > Trade Types.
- Double-check that the information is correct and click 'Finish'.
Note: 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.