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How Zapier works

Zapier makes it easy to integrate HubSpot with Roofr - no code necessary. See how you can get setup in minutes.

Select a trigger from HubSpot

A trigger is an event that starts your Zap and runs the workflow. For example, with HubSpot, a trigger could be "New Company."
A trigger is the event that kicks off your automated workflow.

Setup an action from Roofr

An action is what takes place after the automation is triggered. For example, with Roofr, the action could be "Create Job and Customer."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected HubSpot to Roofr

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

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Frequently Asked Questions about HubSpot + Roofr integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Roofr

How do I integrate HubSpot with Roofr?

To integrate HubSpot with Roofr, you can use automation tools like Zapier. Start by creating a Zap that connects both platforms. You will need to set specific triggers in HubSpot, such as 'New Contact Added', and corresponding actions in Roofr, like 'Create a New Lead'. Ensure both accounts are connected and set up properly within Zapier.

What triggers are available when integrating HubSpot with Roofr?

When integrating HubSpot with Roofr, available triggers include actions like 'New Contact Added', 'Deal Stage Changed', and 'Form Submission'. These triggers can initiate workflows or actions in Roofr, such as creating a new estimate or updating client information automatically.

Do I need technical skills to set up the integration between HubSpot and Roofr?

No extensive technical skills are required to set up the integration. The process involves selecting triggers and actions within an integration platform like Zapier. We provide step-by-step instructions that guide you through connecting your HubSpot account with your Roofr system smoothly.

Can I customize which actions occur in Roofr after a trigger from HubSpot?

Yes, you can customize actions in Roofr following a trigger event from HubSpot. For instance, after a 'New Deal' is created in HubSpot, you can choose to automatically create an estimate or update customer records in Roofr. The customization options make it easy to tailor workflows according to your business needs.

Are there any limitations when integrating the two platforms?

While integrating HubSpot with Roofr is generally seamless using tools like Zapier, there may be limitations based on the specific fields or data types you're trying to sync between systems. It's important to check compatibility for custom fields and any API limits that might impact data transfer speeds.

What should I do if my trigger-action workflow doesn't work properly?

If your trigger-action workflow isn't functioning correctly between HubSpot and Roofr, first ensure all accounts are properly connected. Verify trigger events are occurring as expected and re-test each action step individually in the integration platform dashboard. Reviewing log messages for errors can help pinpoint issues quickly.

Can I use existing workflows from another software when setting up this integration?

Yes, you might be able to adapt existing workflows from other software by replicating similar triggers and actions within your chosen integration tool. However, configurations unique to each system need adaptation based on how information flows between HubSpot and Roofr specifically.

Connect HubSpot and Roofr to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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Learn how to automate HubSpot on the Zapier blog

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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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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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