DripJobs + Roofr
Create new DripJobs leads from newly created Roofr leads
Streamline your lead management process by connecting Roofr and DripJobs. Anytime a new lead is generated in the Roofr app, this workflow will immediately create a corresponding lead in DripJobs. This solution allows users to organize their leads more efficiently without manually transferring data between the two platforms, saving time and minimizing errors.
Streamline your lead management process by connecting Roofr and DripJobs. Anytime a new lead is generated in the Roofr app, this workflow will immediately create a corresponding lead in DripJobs. This solution allows users to organize their leads more efficiently without manually transferring data between the two platforms, saving time and minimizing errors.
- 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 new Lead
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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
Job name
First NameRequired
Last NameRequired
Phone
Email
Job owner
Job assignees
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
