Leap CRM + Roofr
Create jobs and customers in Roofr for every new customer in Leap CRM
Streamline your roofing business processes with this smart workflow. When a new customer is added in Leap CRM, it immediately creates a job and customer profile in Roofr. This smooth exchange of information between the two platforms saves time, reduces manual data entry, and ensures your data stays organized and up-to-date. Perfect for roofers looking to enhance customer management and job scheduling.
Streamline your roofing business processes with this smart workflow. When a new customer is added in Leap CRM, it immediately creates a job and customer profile in Roofr. This smooth exchange of information between the two platforms saves time, reduces manual data entry, and ensures your data stays organized and up-to-date. Perfect for roofers looking to enhance customer management and job scheduling.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
- Free forever for core features
- 14 day trial for premium features & apps
New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
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