HubSpot + Roofr
Create HubSpot contacts for new Roofr report orders
Effortlessly manage your Roofr reports and HubSpot contacts with this streamlined workflow. Whenever a new Roofr report is ordered, this automation will create a contact in your HubSpot account, saving you time and ensuring that all your leads are up-to-date. Say goodbye to manual data entry and focus on connecting with your customers.
Effortlessly manage your Roofr reports and HubSpot contacts with this streamlined workflow. Whenever a new Roofr report is ordered, this automation will create a contact in your HubSpot account, saving you time and ensuring that all your leads are up-to-date. Say goodbye to manual data entry and focus on connecting with your customers.
- When this happens...Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
- automatically do this!Create Contact
Creates a Contact in HubSpot.
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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
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
