LeadConnector + Roofr
Create and manage LeadConnector opportunities when new Roofr leads are generated
Experience seamless integration between Roofr and LeadConnector with this efficient workflow. When a new lead is generated in Roofr, it instantly updates or adds an opportunity in LeadConnector, saving you precious time as it eliminates manual data transfer. Keep your leads streamlined and organized without any extra effort, letting you focus on converting those leads into successful sales.
Experience seamless integration between Roofr and LeadConnector with this efficient workflow. When a new lead is generated in Roofr, it instantly updates or adds an opportunity in LeadConnector, saving you precious time as it eliminates manual data transfer. Keep your leads streamlined and organized without any extra effort, letting you focus on converting those leads into successful sales.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
