Create new Roofr jobs and customers from new Facebook Lead Ads leads
Simplify your lead management process with this active workflow. Whenever a new lead surfaces in Facebook Lead Ads, it triggers an immediate process to create a job and a customer in the Roofr app, helping you maintain a seamless business operation. With this workflow, you can promptly attend to new leads and ensure efficient customer management in Roofr. Enhance your productivity by eliminating the need for manual data entry and ensuring your leads don't fall through the cracks.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with Facebook Lead Ads and Roofr
Discover other triggers and actions you can use with Facebook Lead Ads and Roofr
- FBLA_copy
- PageRequired
- Form
- Conversions Information
Try ItTriggerInstant- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerInstant
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant






