Create Roofr jobs and customers from new Copper leads
Effortlessly streamline your sales process by connecting Copper and Roofr with this seamless workflow. Whenever a new lead is added in Copper, a job and customer will be created in Roofr, saving you time and ensuring no opportunity gets missed. Stay organized and efficient by letting this automation handle the data transfer between your CRM and roofing management platform.
Effortlessly streamline your sales process by connecting Copper and Roofr with this seamless workflow. Whenever a new lead is added in Copper, a job and customer will be created in Roofr, saving you time and ensuring no opportunity gets missed. Stay organized and efficient by letting this automation handle the data transfer between your CRM and roofing management platform.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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