Roofr + SalesRabbit
Roofr + SalesRabbit
Roofr + SalesRabbit integrations
Create Roofr jobs and customers from newly submitted SalesRabbit forms
Streamline your sales to job process with this SalesRabbit-Roofr automation. Once implemented, each time a form is submitted in SalesRabbit, a new job and customer is created in Roofr, saving you the time and effort of manual data entry. Enhance your efficiency and keep both your sales and roofing job data seamlessly up-to-date.
- When this happens...Form SubmittedSend form data to Zapier when form is submitted in SalesRabbit.
- 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.
Related categories
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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Zapier Forms
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