DripJobs + Instant Roofer

DripJobs + Instant Roofer integrations

Create new leads in DripJobs whenever new leads appear in Instant Roofer

Start converting new leads faster with this efficient workflow. When a potential client shows interest in your services through the Instant Roofer app, their information is instantly secured in the DripJobs app as a lead. This seamless process ensures you never miss an opportunity and allows you to act quickly, enhancing your prospects of securing the job. Save time and improve your conversion rate with this intuitive workflow.

When this happens...
New LeadTriggers when a roof replacement is requested.
TriggerInstant
automatically do this!
Create LeadCreates a new Lead
ActionWrite

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More things you can do with Instant Roofer and DripJobs

Discover other triggers and actions you can use with Instant Roofer and DripJobs

New Lead
Triggers when a roof replacement is requested.
Trigger
Instant
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Card Label Changed
Triggers when a card label is changed
Trigger
Instant
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Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
Trigger
Instant
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by customer
Trigger
Instant
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Project Completed
Triggers when a project is marked completed in dripjobs.
Trigger
Instant
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- Lead Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Job Address
  Required
- Job City
  Required
- Job State
  Required
- Job Zip
  Required
- Start Time
  Required
- End Time
  Required
- Appointment Details
  Required
- Assign To
- Send Email Reminders
  Required
- Send Sms Reminders
  Required
- Drip Sequence
- Disable Drips
  Required
- Deal Name
Action
Write

- Lead Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Deal Stage
- Assign To
- Deal Name
Action
Write
- First Name
- Last Name
- Email
  Required
- Phone
  Required
- Job Address
- Job City
- Job State
- Job Zip
- Start Time
  Required
- End Time
  Required
- Appointment Details
- Assign To
- Send Email Reminders
- Send Sms Reminders
- Send Email Notification
- Send Sms Notification
Action
Write

Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Trigger
Instant
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Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
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Instant
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New Lead Created
Triggers when a new lead is created in dripjobs.
Trigger
Instant
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Project Stage Changed
Triggers when a project stage is changed in dripjobs
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Instant
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Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
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Instant
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Task Created
Triggers when a new Task is created in DripJobs
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Job Address
  Required
- Job City
  Required
- Job State
  Required
- Job Zip
  Required
- Appointment Details
  Required
- Lead Source
  Required
- Preferred Date
  Required
- Another Date
- Preferred Time
  Required
- Assign To
- Drip Sequence
- Disable Drips
  Required
- Deal Name
Action
Write
- Contact Identifier
  Required
- Contact Identifier Type
- Message Content
  Required
- Sender
Action
Write

About DripJobs

DripJobs is a Customer Resource Management system designed to help funnel Leads through a strategic process to gain more Jobs and increase revenue.

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Related categories

CRM (Customer Relationship Management)

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About Instant Roofer

Send your online roof replacement leads straight from Instant Roofer to your favorite CRM, Google Sheets, Email, and more.

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Related categories

Business Intelligence