JobProgress + Roofr
Create jobs and customers in Roofr for new leads in JobProgress
Elevate your work efficiency with this workflow. When a new lead arrives in JobProgress, it immediately initiates the creation of a job and customer profile in Roofr. This smooth connection ensures all details are carried over accurately, allowing you to focus on transforming leads into successful projects. It's an efficient solution for enhancing your business productivity.
Elevate your work efficiency with this workflow. When a new lead arrives in JobProgress, it immediately initiates the creation of a job and customer profile in Roofr. This smooth connection ensures all details are carried over accurately, allowing you to focus on transforming leads into successful projects. It's an efficient solution for enhancing your business productivity.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
- Free forever for core features
- 14 day trial for premium features & apps
New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try It
