Richards Building Supply CRM + Roofr

Richards Building Supply CRM + Roofr integrations

Create new Richards Building Supply CRM contacts and projects from new Roofr leads

Manage your roofing projects efficiently by swiftly transferring new lead details from Roofr straight to Richards Building Supply CRM. With this automated workflow, every time you get a new lead in Roofr, it will instantaneously generate a contact and project in your Richards Building Supply CRM. This smooth facilitation aids in fostering a proactive business approach, saving time, and ensuring no lead falls through the cracks.

When this happens...
Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
TriggerInstant
automatically do this!
Create Contact and ProjectThis creates a contact and a project that the contact will be connected to.
ActionWrite

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More things you can do with Roofr and Richards Building Supply CRM

Discover other triggers and actions you can use with Roofr and Richards Building Supply CRM

Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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- Contact's First Name
  Required
- Contact's Last Name
  Required
- Contact's Email
- Contact's Phone Number
  Required
- Contact's Address
- Project Address
- Project Budget
- Project Stage
- Project Start Date
- Project End Date
- Best time to contact?
- Zapier Source
- Invite to pre-qualify for financing?
  Required
Action
Write

Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
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- External job id
- External customer id
- Job name
- First_name
  Required
- Last_name
  Required
- Phone
- Email
- Job owner
- Job assignees
- Address
  Required
- City
  Required
- Province/State
  Required
- Zip/Postal Code
  Required
- Country
  Required
Action
Write

About Richards Building Supply CRM

Richards Building Supply CRM is a CRM application designed specifically for residential exterior remodeling and builder contractors.

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Related categories

CRM (Customer Relationship Management)

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.

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Related categories

Sales & CRM