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 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 Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Lead
Creates a Lead in Contractors Cloud
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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
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
