Postal Agent + Roofr
Send postcards with Postal Agent when new leads are created in Roofr
Effortlessly engage roofing leads before the competition. When a lead is added to Roofr, this integration automatically triggers Postal Agent to send a postcard—great for introducing your company, building trust early, or delivering a compelling offer that gets you in the door.
Effortlessly engage roofing leads before the competition. When a lead is added to Roofr, this integration automatically triggers Postal Agent to send a postcard—great for introducing your company, building trust early, or delivering a compelling offer that gets you in the door.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Send a Postcard
Sends a postcard to the specified address
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Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItProposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItProposal Sent
Triggers when a proposal is sent to a client.
Try ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItExternal job id
External customer id
First NameRequired
Last NameRequired
Phone
Email
Job owner
Job assignees
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired