Leap CRM + Roofr
Create Leap CRM leads from new Roofr lead creations
Speed up your workflow with this automation which creates a new lead in Leap CRM every time a new lead is set up in Roofr. Save time and remove the need for manual data entry, ensuring your leads are instantly ready for follow-up in Leap CRM. Essential for managing your business processes efficiently and effectively, this workflow enhances your productivity by seamlessly connecting Roofr and Leap CRM.
Speed up your workflow with this automation which creates a new lead in Leap CRM every time a new lead is set up in Roofr. Save time and remove the need for manual data entry, ensuring your leads are instantly ready for follow-up in Leap CRM. Essential for managing your business processes efficiently and effectively, this workflow enhances your productivity by seamlessly connecting Roofr and Leap CRM.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Lead
Creates a Lead on the APP
- Free forever for core features
- 14 day trial for premium features & apps
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
