Create new Pipedrive leads from newly created Roofr leads
Simplify your sales pipeline with this workflow. Once a new lead is created in Roofr, it immediately sets up a corresponding lead in Pipedrive. This seamless process ensures all your crucial sales leads are tracked and managed efficiently in one place, enhancing your sales team's productivity.
- When this happens...Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create LeadCreates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Roofr and Pipedrive
Discover other triggers and actions you can use with Roofr and Pipedrive
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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
- Job Workflow Stage Changed
Triggers when a job moves to a different workflow stage.
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






