Create jobs in Connecteam for new leads created in Roofr
When a new lead is created in Roofr, initiate a job in Connecteam to streamline your team's workflow. This automation simplifies your project management by cutting out manual data input, letting you focus more on converting leads and growing your business. Get your team started on new roofing projects faster and more efficiently with this easy-to-set-up workflow.
- When this happens...Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create JobCreates a new job in the app.
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More things you can do with Roofr and Connecteam
Discover other triggers and actions you can use with Roofr and Connecteam
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerInstant
- Job Workflow Stage Changed
Triggers when a job moves to a different workflow stage.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant



