Roofr + smartercontact
Roofr + smartercontact
Create new Roofr jobs and customers from every exported contact trigger in smartercontact
Streamline your sales process with this efficient workflow. Whenever a new contact is added in SmarterContact, this automation will simultaneously create a corresponding job and customer in Roofr. This not only simplifies your work but also ensures data consistency across both platforms, allowing you to focus on nurturing client relationships and growing your business. Eliminate manual data entry and boost productivity by letting your applications work together seamlessly.
- When this happens...Export Contact TriggerTriggers when contact is exported.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with smartercontact and Roofr
Discover other triggers and actions you can use with smartercontact and Roofr
- TitleRequired
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
- 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
