LeadConnector + Roofr
LeadConnector + Roofr
LeadConnector + Roofr integrations
Update jobs and customers in Roofr when pipeline stages change in LeadConnector
This workflow ensures a smooth transition from the LeadConnector app to the Roofr app by initiating the creation of a job and a customer whenever the pipeline stage changes in LeadConnector. This efficient process ensures you promptly follow up on potential leads and provide immediate service in Roofr. Experience a hands-off transition between managing leads and starting new roofing projects.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with LeadConnector and Roofr
Discover other triggers and actions you can use with LeadConnector and Roofr
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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About Roofr
Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
Related categories
Related Zap Templates
- Add/update LeadConnector contacts when new Roofr proposals are sent
- Create and update LeadConnector contacts when new Roofr leads are created
- Create jobs and customers in Roofr when LeadConnector pipeline stages change
- Manage lost proposals in Roofr by updating opportunities in LeadConnector
- Add new Roofr reports to LeadConnector as updated contacts
- Update LeadConnector opportunities when new proposals are signed in Roofr
- Update contacts in LeadConnector when new proposals are adjusted in Roofr
- Add or update LeadConnector opportunities when new proposals are sent in Roofr
- Create campaign leads in LeadConnector when new leads are created in Roofr
- Add new Roofr proposals to LeadConnector campaigns as leads
- Update contacts in LeadConnector when new proposals are viewed in Roofr
- Add or update LeadConnector contacts when new proposals get signed in Roofr
- Create and manage LeadConnector opportunities when new Roofr leads are generated
- Create new LeadConnector leads from signed Roofr proposals
- Track viewed Roofr proposals and update opportunities in LeadConnector
- Update opportunities in LeadConnector when proposal totals are adjusted in Roofr
- Create and update LeadConnector opportunities when new Roofr reports are ordered
Related Zap Templates
- Add/update LeadConnector contacts when new Roofr proposals are sent
- Manage lost proposals in Roofr by updating opportunities in LeadConnector
- Update contacts in LeadConnector when new proposals are adjusted in Roofr
- Add new Roofr proposals to LeadConnector campaigns as leads
- Create and manage LeadConnector opportunities when new Roofr leads are generated
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- Create and update LeadConnector contacts when new Roofr leads are created
- Add new Roofr reports to LeadConnector as updated contacts
- Add or update LeadConnector opportunities when new proposals are sent in Roofr
- Update contacts in LeadConnector when new proposals are viewed in Roofr
- Create new LeadConnector leads from signed Roofr proposals
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- Create jobs and customers in Roofr when LeadConnector pipeline stages change
- Update LeadConnector opportunities when new proposals are signed in Roofr
- Create campaign leads in LeadConnector when new leads are created in Roofr
- Add or update LeadConnector contacts when new proposals get signed in Roofr
- Track viewed Roofr proposals and update opportunities in LeadConnector