Redtail CRM + Roofr
Create Roofr jobs and customers from new Redtail CRM contacts
Easily manage your new Redtail CRM contacts by setting up this efficient workflow. With this automation, whenever a contact is created in Redtail CRM, it will seamlessly create a job and customer in Roofr. Streamline your sales process, boost productivity, and ensure that all customer information is accurately added to both platforms.
Easily manage your new Redtail CRM contacts by setting up this efficient workflow. With this automation, whenever a contact is created in Redtail CRM, it will seamlessly create a job and customer in Roofr. Streamline your sales process, boost productivity, and ensure that all customer information is accurately added to both platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
- Free forever for core features
- 14 day trial for premium features & apps
Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
