Sales Pro (previously Leap) Integration Overview

This Integration is delivered as an Advanced Service at $1000 along with a monthly Connector Fee based on usage. If you are interested in setting up this integration, see also: SalesPro, formerly Leap Integration Setup Guide 

Find a Downloadable PDF at the bottom of this article. 

Sales Pro Integration Pricing: This integration requires a one-time fee of $1000. A Monhtly Connector Fee also applies based on usage: $100, $200 or $250 per month. 

Integration Details:

1. Some mapping ideas from our team... this is configurable to the client’s needs 

   See attached spreadsheet for a downloadable version.

NOTE: This automation does not allow for Re-Resulting Sales Appointments through Leap. If you need an additional automation to allow Reps to change a Status Detail, talk to a member of our team for Scoping this as an additional service. 

If a Sales Rep goes on a second Sales Appointment but uses the original Quote to Result as Sold, that original Quote is tied to the original Sales Appointment, and would be updating the Result of the original Appointment in improveit 360. This would require additional configuration at a cost. 

Be sure your Reps are creating a second Quote to Result as Sold, to ensure improveit 360 has the correct reporting metrics around Sold Sales Appointments. 

Also NOTE: Quotes and Sales coming from SalesPro are not itemized. improveit 360 does not receive the individual Quote Items or Sale Items. Any Sales created will be a lump sum Sale.