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Pipedrive + Roofr

Pipedrive + Roofr

Pipedrive + Roofr integrations

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead 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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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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