Roofr + Roofr
Roofr + Roofr
Roofr + Roofr integrations
Create new jobs and customers in Roofr when new leads are created
Create efficiency in your workflow with this Roofr process. Upon creating a new lead in Roofr, it concurrently creates a related job and customer profile. This streamlines your tasks and ensures no lead is overlooked while providing a comprehensive view of your leads and tasks in a tidy format. Manage your work seamlessly, ensuring you're always ahead and never missing out on potential opportunities.
- When this happens...Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with Roofr
Discover other triggers and actions you can use with Roofr
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerInstant - External job id
- External customer id
- Job name
- First_nameRequired
- Last_nameRequired
- Phone
- Email
- Job owner
- Job assignees
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
ActionWrite
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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