Update goals and key results in Leapsome via API (custom connector or Zapier)

Automate Goal and Key Result Updates with Leapsome's Public API

Keeping your goals and key results up-to-date is essential for accurate progress tracking and timely insights. Many organizations find manual updates time-consuming and error-prone, especially when data lives in multiple systems like CRM, project management tools, or spreadsheets. Leapsome's Public API (combined with a custom connector or Zapier) empowers you to automate these updates—eliminating manual effort and ensuring your team always sees the latest numbers in the goals module or when you pull goals into reviews.

Example Use Cases

1. Sales Targets from CRM
   • Automatically push win target completion or MRR won from Salesforce, HubSpot, or any CRM into your Sales team’s target key results.

2. Engineering Progress from Project Trackers
   • Sync issue completion counts or story points from Jira, GitHub Issues, or Azure DevOps to engineering OKRs.
   • Update initiatives when sprints conclude or tickets transition to “Done.”

3. Customer Success Metrics
   • Update statistics—like active users, churn rates, or NPS scores—from your customer success platform to related goals.

4. Finance and Operations Data
   • Feed budget spend, expense approvals, or financial close statuses from ERP or accounting systems into company-wide financial goals.

How It Works

Leapsome’s Public API lets you programmatically trigger updates to key results and initiatives via HTTP requests. You can build a custom connector (requires coding knowledge) or leverage integration middleware (e.g., Zapier) that supports webhooks.

1. Get the list of goals, key results and initiatives via the GET /goals  endpoint (via custom connector or Zapier)
   

2. Identify the ID of the goal and key result / initiative you want to update. This can be custom matching logic
3. Send the update request (via custom connector Zapier) to one of
   • POST /goals/{goalId}/key-results/{keyResultId}
   • POST /goals/{goalId}/initiatives/{initiativeId}

Detailed documentation of these API endpoints can be found at https://api.leapsome.com/v1/api-docs/.

How This Differs from a Direct Integration

This API‑first approach is not a built-in Salesforce, Jira, or other vendor-specific integration. Instead, it gives you the flexibility to work with any data source—whether that’s a CRM, project tracker, spreadsheet, or custom database—without waiting for a pre‑packaged connector. You decide the mapping, timing, and logic, ensuring you can adapt as your processes evolve.

Next Steps

1. Explore the API Documentation
   For detailed endpoint specifications and examples, visit: https://api.leapsome.com/v1/api-docs/

2. Start Building
   Choose your approach—write a custom script or set up a middleware workflow—and begin automating your goal progress updates today.

By automating goal updates, your teams can focus on achieving objectives rather than managing spreadsheets. Start leveraging Leapsome's Public API and keep everyone aligned with the latest data!