Centerpoint Connect + Roofr

Centerpoint Connect + Roofr integrations

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 this happens...
Roofr Report OrderedTriggers when a Roofr report is ordered from a Job record.
TriggerInstant
automatically do this!
Create LeadCreates a sales lead in Centerpoint
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Roofr and Centerpoint Connect

Discover other triggers and actions you can use with Roofr and Centerpoint Connect

Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
Try It
Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
Task Created or Updated
Triggers when a task is created or updated.
Trigger
Polling
Try It

Production Ticket Created or Updated
Triggers when a production ticket is updated or created.
Trigger
Polling
Try It
- Company Name
  Required
- Company Address
- Company City
- Company State
- Company Zip Code
- Company County
- Company Timezone
- Company Account Manager
- Billing Instructions
- Property Name
  Required
- Property Address
- Property City
- Property State
- Property Zip Code
- Contact Name
  Required
- Contact Position
- Contact Email
- Contact Mobile
- Contact Office Phone/Ext
- Lead Type
  Required
- Opportunity Manager
- Product
  Required
- Price
- Forecasted
- Notes
Action
Write

Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
Try It
Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
Try It
- External job id
- External customer id
- Job name
- First_name
  Required
- Last_name
  Required
- Phone
- Email
- Job owner
- Job assignees
- Address
  Required
- City
  Required
- Province/State
  Required
- Zip/Postal Code
  Required
- Country
  Required
Action
Write
Opportunity Created or Updated
Triggers when an opportunity is updated or created.
Trigger
Polling
Try It
Service Ticket Created or Updated
Triggers when a service ticket is updated or created.
Trigger
Polling
Try It
- Production ID
  Required
- Stage Name
  Required
- Force Update
Action
Write

About Centerpoint Connect

Centerpoint Connect is a construction-based solution designed specifically for roofing companies, offering all the digital tools Roofers need.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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 moreLearn moreHelpHelp

Related categories

Sales & CRM