Richards Building Supply CRM + Roofr
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.
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 Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Contact and Project
This creates a contact and a project that the contact will be connected to.
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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