Get The Referral + Roofr
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.
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 Lead
Triggers when a new lead is created.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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- 14 day trial for premium features & apps
Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Try ItNew Lead
Triggers when a new lead is created.
Try ItAdvocate IdRequired
Product IdRequired
EmailRequired
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
Lead ID or Email AddressRequired
New Advocate
Triggers when a new advocate is created.
Try ItSales Rep IdRequired
EmailRequired
First NameRequired
Last NameRequired
PW
Country Code
Phone
Address Line 1
Address Line 2
City
State
Postal Code
Parent Advocate Id
Referral Code
XTRM User Id
Advocate ID or Email AddressRequired
Lead IDRequired
New Lead StatusRequired
Sale Amount
