LeadConnector + Roofr
Update contacts in LeadConnector when new proposals are adjusted in Roofr
Stay well-informed about your proposal updates in Roofr by setting up this automation. When you adjust proposal totals in Roofr, this workflow will add or update the corresponding contact information in your LeadConnector app. It simplifies data management and ensures accuracy, leaving you more time to focus on crucial tasks. With this efficient workflow, you don't have to manually update every change from Roofr in LeadConnector.
Stay well-informed about your proposal updates in Roofr by setting up this automation. When you adjust proposal totals in Roofr, this workflow will add or update the corresponding contact information in your LeadConnector app. It simplifies data management and ensures accuracy, leaving you more time to focus on crucial tasks. With this efficient workflow, you don't have to manually update every change from Roofr in LeadConnector.
- When this happens...Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
- 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
