Credit Repair Cloud + Roofr
Create Roofr jobs and customers from new Credit Repair Cloud leads
Efficiently manage your new leads and streamline your roofing business with this automation. When you receive a new lead in Credit Repair Cloud, this workflow instantly creates a job and customer in the Roofr app, ensuring precise coordination and a swift response to potential clients. Spend less time on manual data entry and focus more on expanding your business with this seamless integration.
Efficiently manage your new leads and streamline your roofing business with this automation. When you receive a new lead in Credit Repair Cloud, this workflow instantly creates a job and customer in the Roofr app, ensuring precise coordination and a swift response to potential clients. Spend less time on manual data entry and focus more on expanding your business with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address
