Update Mailchimp subscribers when new proposals are sent in Roofr
Stay on top of your marketing campaigns with this seamless workflow. As soon as a proposal is dispatched in Roofr, it triggers an immediate update of the related client information in Mailchimp. This automation not only eliminates the need for manual data input but also ensures you never miss a beat in your communication plan. Make the most of every proposal by keeping your roofing business at the forefront of your potential customers' minds.
- When this happens...Proposal SentTriggers when a proposal is sent to a client.
- automatically do this!Add/Update SubscriberAdd a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
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More things you can do with Roofr and Mailchimp
Discover other triggers and actions you can use with Roofr and Mailchimp
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerInstant - External job id
- External customer id
- Job name
- First_nameRequired
- Last_nameRequired
- Phone
- Email
- Job owner
- Job assignees
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
ActionWrite






