Apollo + Roofr

Create jobs and customers in Roofr for every new contact in Apollo

Transform your workload with this efficient workflow between Apollo and Roofr. When a new contact is added in Apollo, it instantly generates a job and customer in Roofr, keeping your customer management streamlined and seamless. This automation not only helps you save time, but it also ensures your Roofr account stays up-to-date with Apollo data, enhancing your productivity and customer service.

Transform your workload with this efficient workflow between Apollo and Roofr. When a new contact is added in Apollo, it instantly generates a job and customer in Roofr, keeping your customer management streamlined and seamless. This automation not only helps you save time, but it also ensures your Roofr account stays up-to-date with Apollo data, enhancing your productivity and customer service.

  1. When this happens...
    ApolloApollo
    New Contact

    Triggers when a new Contact is created.

    Note: This trigger may not always fire instantly after Contacts are created in Apollo. Contact information must be verified as up-to-date first, so there may be a delay of up to 30 minutes.

    TriggerInstant
  2. automatically do this!
    RoofrRoofr
    Create Job and Customer

    Creates a job and customer on Roofr.

    ActionWrite
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Supported triggers and actions

apollo logo
apollo logo

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn more

Related categories

  • Sales & CRM
roofr logo
roofr logo

About Roofr

Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
Learn more

Related categories

  • Sales & CRM