LeadConnector + Roofr
Create and update LeadConnector contacts when new Roofr leads are created
When a new lead is created in Roofr, this workflow immediately updates or adds the contact in LeadConnector. This ensures you capture each lead correctly and quickly, boosting your ability to connect and respond. Save time and improve lead management by streamlining the process.
When a new lead is created in Roofr, this workflow immediately updates or adds the contact in LeadConnector. This ensures you capture each lead correctly and quickly, boosting your ability to connect and respond. Save time and improve lead management by streamlining the process.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Add/Update Contact
Adds or updates an existing 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
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
