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Pipedrive + Roofr

Pipedrive + Roofr

Pipedrive + Roofr integrations

Create Roofr jobs and customers for new Pipedrive activities

Effortlessly manage your roofing projects by connecting Pipedrive and Roofr with this workflow. Whenever there's a new activity in Pipedrive, this automation will create a job and customer in Roofr, streamlining your processes and ensuring all relevant information is easily accessible. Spend less time on manual data entry and focus on growing your roofing business.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity is created.
  2. automatically do this!
    Create Job and Customer
    Create Job and Customer
    Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with Pipedrive and Roofr

Discover other triggers and actions you can use with Pipedrive and Roofr

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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roofr logo
About Roofr
Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
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