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How To Set Up a Leap CRM Integration

Learn how to connect Leap CRM to GlassHouse using your Access Token to automatically sync customer and job data every 2 hours.

💡 What It Is

The Leap CRM integration connects your Leap account to GlassHouse to automatically sync customer and job data. The integration also supports pushing Hot Leads from GlassHouse back to Leap CRM to help keep lead activity connected between both platforms.

⚙️ How To Connect

Generate Your Access Token in Leap CRM

  1. Sign in to your Leap CRM account.
  2. Generate a long-lived API Access Token for the integration.
  3. Copy the Access Token and keep it available for the next step.

Open Integrations in GlassHouse

  1. Log in to GlassHouse.
  2. Navigate to Settings → Integrations.
  3. Select Leap CRM.

Connect Your Account

  1. Paste your Access Token into the required field.
  2. Click Connect.
  3. GlassHouse will automatically validate your credentials.

Run Your First Sync

  1. Select Sync to begin importing your data.
  2. Allow a few minutes for the initial sync to complete.
  3. Verify your customer and job records appear in GlassHouse.

🙋 FAQs

Question Answer
What data is synced? Customer and job data is synced from Leap CRM into GlassHouse. Hot Leads can also be pushed from GlassHouse back to Leap CRM.
What do I need to connect? You'll need a long-lived Access Token generated from your Leap CRM account.
What happens if my Access Token changes? You'll need to update the integration in GlassHouse using your new Access Token.
Can I import historical records? Yes. Use the Sync From Date option when available to import older records.

📌 Important Notes

Note Details
Access Token Required A long-lived Leap CRM Access Token is required to connect the integration.
Credential Validation Your Access Token is validated during setup to ensure a successful connection.
Initial Sync Time Larger accounts may take longer to complete the first sync.
Hot Lead Sync Hot Leads can be pushed from GlassHouse back to Leap CRM.
Automatic Syncing After the initial connection, GlassHouse automatically syncs new and updated customer data every 2 hours.
Sync From Date Use the Sync From Date option to import historical records when available.

🛠️ Troubleshooting

Issue Possible Cause Resolution
Unable to connect Invalid Access Token Verify your Leap CRM Access Token and reconnect.
No records appear after syncing Initial sync is still processing Allow additional time for the initial sync to complete.
Hot Leads aren't appearing in Leap CRM Lead has not yet been pushed to Leap CRM Verify the lead's status in GlassHouse and allow time for the contact to sync.
Sync fails Access Token is no longer valid Generate a new Access Token in Leap CRM and reconnect the integration.