Pipedrive + Roofr
Create jobs and customers in Roofr for new leads in Pipedrive
Efficiently manage your sales leads with this Pipedrive to Roofr automation. Whenever a new lead is added in Pipedrive, this workflow will automatically create a job and customer in Roofr, streamlining your process and helping you stay organized. Save time and focus on converting leads instead of managing multiple platforms.
Efficiently manage your sales leads with this Pipedrive to Roofr automation. Whenever a new lead is added in Pipedrive, this workflow will automatically create a job and customer in Roofr, streamlining your process and helping you stay organized. Save time and focus on converting leads instead of managing multiple platforms.
- When this happens...New Lead
Triggers when a Lead is created.
- 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
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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CRM (Customer Relationship Management)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.