Skip to content
Connecteam logoConnecteam logo
Roofr logoRoofr logo
Connecteam logoConnecteam logo
Roofr logoRoofr logo

Connecteam + Roofr

Connecteam + Roofr

Connecteam + Roofr integrations

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.

  1. When this happens...
    Roofr Lead Created
    Roofr Lead Created
    Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
  2. automatically do this!
    Create Job
    Create Job
    Create JobCreates a new job in the app.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Roofr and Connecteam

Discover other triggers and actions you can use with Roofr and Connecteam

  • Roofr triggers, actions, and search
    Roofr Lead Created

    Triggers when a new lead is submitted via a Roofr Instant Estimator.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Lost

    Triggers when a proposal is moved to lost by a user.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Roofr Report Ordered

    Triggers when a Roofr report is ordered from a Job record.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    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
connecteam logo
About Connecteam
Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
Related categories
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.
Related categories