Leap integration with HubSpot
How to Create HubSpot deals from new results sent in Leap
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create HubSpot deals from new results sent in Leap" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Leap integrations
Leap actions
Nekton can use any feature that is available in Leap API.
Using our advanced AI, you can easily create custom automations for Leap.
Here are some typical actions you can do in your automated workflows.
Document Sent
Triggers when a new PDF file is sent.
Transaction Complete
Triggers when a new credit card or e-check transaction is completed.
Results Sent
Triggers when a user results an estimate.
About Leap
Leap is a digital estimating, contracting, and communication tool designed specifically for the home services space.