Contractors Cloud + Roofr
Contractors Cloud + Roofr
Create leads in Contractors Cloud for new leads created in Roofr
When a new lead is generated in Roofr, this workflow ensures the information is promptly transferred into Contractors Cloud. This not only reduces manual data entry but also enables you to contact potential clients without delay. Through this seamless transfer, your construction management becomes more organized and efficient.
- When this happens...Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create LeadCreates a Lead in Contractors Cloud
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More things you can do with Roofr and Contractors Cloud
Discover other triggers and actions you can use with Roofr and Contractors Cloud
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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
- 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 - External job id
- External customer id
- Job name
- First_nameRequired
- Last_nameRequired
- Phone
- Email
- Job owner
- Job assignees
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
ActionWrite
