Roofr + SalesRabbit
Roofr + SalesRabbit
Roofr + SalesRabbit integrations
Create jobs and customers in Roofr for new or updated leads in SalesRabbit
Manage your leads and jobs more efficiently with this workflow. When a new or updated lead appears in SalesRabbit, this automation will instantly create a job and a customer in Roofr. Experience streamlined sales processes, improved lead tracking, and increased productivity in your roofing business.
- When this happens...New/Updated LeadTriggers when when a lead is created and/or updated.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with SalesRabbit and Roofr
Discover other triggers and actions you can use with SalesRabbit and Roofr
- EventRequired
- StatusRequired
Try ItTriggerInstant- Lead OwnerRequired
- StatusRequired
- First Name
- Last Name
- Primary Phone
- Alternate Phone
- Email
- Street1
- Street2
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Notes
- Appointment Date and Time
- Date Created
ActionWrite- Lead IDRequired
- Lead Owner
- Status
- First Name
- Last Name
- Primary Phone
- Alternate Phone
- Email
- Street1
- Street2
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Notes
- Appointment Date and Time
- Date Modified
ActionWrite- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant
- FormRequired
Try ItTriggerInstant- FormDataIDRequired
- Form Result
- Form State
- Form Status Description
- Form Status Color
- Lead Owner
- Status
- First Name
- Last Name
- Primary Phone
- Alternate Phone
- Email
- Street1
- Street2
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Notes
- Appointment Date and Time
- Date Modified
ActionWrite- 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
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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About SalesRabbit
SalesRabbit is a sales enablement app that helps sales teams assign areas, track progress, and constantly get better at their craft.
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