Create new Roofr jobs and customers from new contacts in your Popl account
When a new contact is added in your Popl app account, streamline your workflow by instantly creating a job and customer in the Roofr app. This automation increases efficiency, and allows you to focus on more important tasks. It addresses the common need to manually transfer contacts between apps, saving time and reducing potential errors. Use this process to ensure your roofing projects are promptly organized with new contacts from Popl.
- When this happens...New LeadTriggers when you collect a new lead via Popl
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with Popl and Roofr
Discover other triggers and actions you can use with Popl and Roofr
- Lead TypeRequired
Try ItTriggerInstant- 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
- Lead TypeRequired
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



