Quo + Roofr
Create or update Quo contacts when new Roofr leads are created
When a new lead is created in Roofr, this workflow instantly updates or creates a contact in Quo. This automates the process of managing your leads, ensuring all contact information is efficiently and accurately stored in Quo. This efficiency allows you to spend more time following up on leads and less time on administrative tasks.
When a new lead is created in Roofr, this workflow instantly updates or creates a contact in Quo. This automates the process of managing your leads, ensuring all contact information is efficiently and accurately stored in Quo. This efficiency allows you to spend more time following up on leads and less time on administrative tasks.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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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
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired