Hatch + Roofr
Hatch + Roofr
Hatch + Roofr integrations
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 - 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
- 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 - External 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
ActionWrite
About Hatch
Hatch is a conversation messaging platform that allows companies to send text, emails, and voicemails to their customers to set appointments and close more sales.
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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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