Leap CRM + Roofr
Create new Leap CRM customers from new Roofr leads
Stay organized and maintain your workflow with this Roofr and Leap CRM integration. When a new lead is added in Roofr, this workflow will promptly create a matching customer profile in Leap CRM. This smooth process helps you save time, eliminate manual data entry errors, and keep your customer base updated. Simply streamline your tasks with this efficient and user-friendly solution.
Stay organized and maintain your workflow with this Roofr and Leap CRM integration. When a new lead is added in Roofr, this workflow will promptly create a matching customer profile in Leap CRM. This smooth process helps you save time, eliminate manual data entry errors, and keep your customer base updated. Simply streamline your tasks with this efficient and user-friendly solution.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Customer
Create a Customer in jobprogress
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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
Job owner
Job assignees
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
