HubSpot + Roofr
Create new HubSpot submissions each time new Roofr leads are created
Simplify your sales and marketing practices with this innovative workflow. When a new lead is developed in Roofr, the same information is simultaneously registered within HubSpot. This seamless coordination ensures all potential clients are promptly acknowledged, accelerating your response time. It ultimately enhances client engagement while boosting sales conversion rates.
Simplify your sales and marketing practices with this innovative workflow. When a new lead is developed in Roofr, the same information is simultaneously registered within HubSpot. This seamless coordination ensures all potential clients are promptly acknowledged, accelerating your response time. It ultimately enhances client engagement while boosting sales conversion rates.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Form Submission
Creates a new submission for a selected form.
- Free forever for core features
- 14 day trial for premium features & apps
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
