Centerpoint Connect + Roofr
Create new leads in Centerpoint Connect when reports are ordered in Roofr
When a new report is ordered in the Roofr app, this workflow immediately creates a lead in the Centerpoint Connect app. This automation saves you time by facilitating a seamless and efficient transition of information between the two platforms. No more manual entry or potential lost opportunities. Maximize your productivity, keep your lead pipeline full and never miss a potential lead with this easy-to-use process.
When a new report is ordered in the Roofr app, this workflow immediately creates a lead in the Centerpoint Connect app. This automation saves you time by facilitating a seamless and efficient transition of information between the two platforms. No more manual entry or potential lost opportunities. Maximize your productivity, keep your lead pipeline full and never miss a potential lead with this easy-to-use process.
- When this happens...Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
- automatically do this!Create Lead
Creates a sales lead in Centerpoint
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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
Job owner
Job assignees
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired