Roofr + SendJim

Roofr + SendJim integrations

Create SendJim mailings for new Roofr leads

Start taking immediate action on new leads with this Roofr and SendJim integration. Once a lead is generated in Roofr, this workflow instantly sends a neighbor mailing in SendJim, allowing you to efficiently spread the word about your services. Bid goodbye to manual steps and deliver timely information to potential customers within your vicinity - increasing your chances of conversions and growth.

When this happens...
Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
TriggerInstant
automatically do this!
Send Neighbor MailingSend neighbor mailing to the provided address
ActionWrite

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More things you can do with Roofr and SendJim

Discover other triggers and actions you can use with Roofr and SendJim

Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
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Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
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- External job id
- External customer id
- Job name
- First_name
  Required
- Last_name
  Required
- Phone
- Email
- Job owner
- Job assignees
- Address
  Required
- City
  Required
- Province/State
  Required
- Zip/Postal Code
  Required
- Country
  Required
Action
Write

- First Name
- Last Name
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone Number
- Email
- Tags
Action
Write
- First Name
- Last Name
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone Number
- Email
- Template
  Required
- Tags
- Trigger Frequency
  Required
Action
Write

Job Workflow Stage Changed
Triggers when a job moves to a different workflow stage.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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- Timing
  Required
- Templates
Trigger
Instant
Try It
- First Name
- Last Name
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone Number
- Email
- Number of neighbors to mail
  Required
- Same street only
  Required
- Template
  Required
- Tags
- Trigger Frequency
  Required
Action
Write

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.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

About SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.

Learn moreLearn moreHelpHelp

Related categories

Marketing