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Popl + Roofr

Popl + Roofr

Popl + Roofr integrations

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when you collect a new lead via Popl
  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 Popl and Roofr

Discover other triggers and actions you can use with Popl and Roofr

    • Lead Type
      Required
    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Roofr Lead Created

    Triggers when a new lead is submitted via a Roofr Instant Estimator.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Lost

    Triggers when a proposal is moved to lost by a user.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
    • Lead Type
      Required
    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Roofr Report Ordered

    Triggers when a Roofr report is ordered from a Job record.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Total Adjusted

    Triggers when a marked as won proposal has its total adjusted.

    Trigger
    Instant
    Try It
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About Popl
Popl is a digital business card platform that allows you to share contact info and capture leads.
Related categories
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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.
Related categories