Airtable + Roofr
Create new Airtable records whenever new Roofr leads are created
When a new lead is created in Roofr, you'll want all the details to be methodically organized. This automation helps you do just that. Now, each new lead from Roofr will create a record in Airtable, thus keeping your leads organized in a layout that works best for you. Streamline your lead management system, saving time and reducing the chances of missing out on potential customers.
When a new lead is created in Roofr, you'll want all the details to be methodically organized. This automation helps you do just that. Now, each new lead from Roofr will create a record in Airtable, thus keeping your leads organized in a layout that works best for you. Streamline your lead management system, saving time and reducing the chances of missing out on potential customers.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItProposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItProposal Sent
Triggers when a proposal is sent to a client.
Try ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItExternal job id
External customer id
First NameRequired
Last NameRequired
Phone
Email
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
