Retell AI + Roofr
Create Retell AI phone calls from new Roofr leads
Streamline your process by connecting Roofr and Retell AI. This workflow springs into action once a new lead is created in Roofr, initiating a phone call through Retell AI. This instant response not only enhances your customer service experience but also increases your efficiency in lead management. Stay ahead with this seamless integration.
Streamline your process by connecting Roofr and Retell AI. This workflow springs into action once a new lead is created in Roofr, initiating a phone call through Retell AI. This instant response not only enhances your customer service experience but also increases your efficiency in lead management. Stay ahead with this seamless integration.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Make a Phone Call
Create a new outbound phone call
- Free forever for core features
- 14 day trial for premium features & apps
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