Popl + Roofr
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 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 Lead
Triggers when you collect a new lead via Popl
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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