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.
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 Sent
Triggers when a proposal is sent to a client.
- automatically do this!Create Contact
Creates a contact
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Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItProposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItProposal Sent
Triggers when a proposal is sent to a client.
Try ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItExternal job id
External customer id
First NameRequired
Last NameRequired
Phone
Email
Job owner
Job assignees
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired