Roofr + Salesforce
Find and update Salesforce records when new Roofr proposals are sent
This Zap automatically finds and updates records in Salesforce when a proposal is sent in Roofr. Set up this integration to eliminate data entry and keep both systems on the same page and up to date.
This Zap automatically finds and updates records in Salesforce when a proposal is sent in Roofr. Set up this integration to eliminate data entry and keep both systems on the same page and up to date.
- When this happens...Proposal Sent
Triggers when a proposal is sent to a client.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
