LeadConnector + Roofr
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.
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 Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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In PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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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
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)
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
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
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