Get The Referral + Roofr

Get The Referral + Roofr integrations

Create jobs and customers in Roofr from new leads in Get The Referral

Streamline your referral-to-job process with a seamless workflow between Get The Referral and Roofr. When a new lead emerges in Get The Referral, this workflow will instantly initiate a new job and customer creation in Roofr. This effective process ensures all leads are captured, enhancing your customer management and saving you valuable time.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with Get The Referral and Roofr

Discover other triggers and actions you can use with Get The Referral and Roofr

Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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- Advocate Id
  Required
- Product Id
  Required
- Email
  Required
- First Name
- Last Name
- Phone
- Address Line 1
- Address Line 2
- State
- City
- Postal Code
- Best Time to Contact
- External Id
- Is Lead From CRM?
- Note
Action
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- Lead ID or Email Address
  Required
Action
Write
- GTR Lead ID
  Required
- CRM Object ID
  Required
- message
Action
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Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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Instant
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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New Advocate
Triggers when a new advocate is created.
Trigger
Instant
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- Sales Rep Id
  Required
- Email
  Required
- First Name
  Required
- Last Name
  Required
- PW
- Country Code
- Phone
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Parent Advocate Id
- Referral Code
- XTRM User Id
Action
Write
- Advocate ID or Email Address
  Required
Action
Write
- Lead ID
  Required
- New Lead Status
  Required
- Sale Amount
Action
Write
- Advocate Email Address
  Required
- Project
- Project Stage
  Required
- Fail on missing project stage
  Required
Action
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Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
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- External job id
- External customer id
- Job name
- First_name
  Required
- Last_name
  Required
- Phone
- Email
- Job owner
- Job assignees
- Address
  Required
- City
  Required
- Province/State
  Required
- Zip/Postal Code
  Required
- Country
  Required
Action
Write

About Get The Referral

Get The Referral manages, connects and automates leads to your CRM.

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Related categories

CRM (Customer Relationship Management)

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About Roofr

Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.

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Related categories

Sales & CRM