Hatch + Roofr
Hatch + Roofr
Create new Hatch contacts from sent Roofr proposals
Save time on manual contact creation in Hatch every time you send a proposal from Roofr. With this workflow, whenever a proposal is sent in Roofr, a new contact is instantaneously created in your Hatch system. Simplify your sales process and focus on closing deals instead of juggling between apps.
- When this happens...Proposal SentTriggers when a proposal is sent to a client.
- automatically do this!Create ContactCreates a contact
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More things you can do with Roofr and Hatch
Discover other triggers and actions you can use with Roofr and Hatch
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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
- Job Workflow Stage Changed
Triggers when a job moves to a different workflow stage.
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
