Update Roofr jobs and customers when contacts are updated in 17hats
Effortlessly manage your 17hats contacts and Roofr jobs with this efficient workflow. When you update a contact in 17hats, this automation creates a new job and customer in Roofr, allowing you to track progress and serve your clients more effectively. Focus on delivering exceptional service while this integration handles the organizational details for you.
Effortlessly manage your 17hats contacts and Roofr jobs with this efficient workflow. When you update a contact in 17hats, this automation creates a new job and customer in Roofr, allowing you to track progress and serve your clients more effectively. Focus on delivering exceptional service while this integration handles the organizational details for you.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
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