LiveSwitch Contact and Concierge + Roofr
Create new LiveSwitch Contact and Concierge contacts from new Roofr leads
Easily manage your leads with this proactive workflow. When a new lead is created in Roofr, it will instantly create a contact in your LiveSwitch Contact and Concierge app. This smooth interaction saves you valuable time, ensuring that no lead slips through the cracks, and empowering you to provide faster, more personalized service.
Easily manage your leads with this proactive workflow. When a new lead is created in Roofr, it will instantly create a contact in your LiveSwitch Contact and Concierge app. This smooth interaction saves you valuable time, ensuring that no lead slips through the cracks, and empowering you to provide faster, more personalized service.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Contact
Creates a Contact in the system.
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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