Roofr + Smith.ai
Create Roofr jobs and customers from new Smith.ai calls
Streamline your roofing business operations by integrating your Smith.ai and Roofr apps. With this workflow, each new call logged in the Smith.ai app triggers the creation of a new job and customer profile in the Roofr app. This way, you can efficiently manage your customer information and job scheduling at the same time with zero manual data entry, thereby improving your customer service experience. Save time, stay organized, and focus more on what matters–delivering quality roofing service.
Streamline your roofing business operations by integrating your Smith.ai and Roofr apps. With this workflow, each new call logged in the Smith.ai app triggers the creation of a new job and customer profile in the Roofr app. This way, you can efficiently manage your customer information and job scheduling at the same time with zero manual data entry, thereby improving your customer service experience. Save time, stay organized, and focus more on what matters–delivering quality roofing service.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
- Free forever for core features
- 14 day trial for premium features & apps
New Call
Triggers when a new call is created.
Try ItCampaign IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Email Address
Additional Data Field 1
Additional Data Field 2
Additional Data Field 3
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 It
First Name
Last Name
NumberRequired
Email Address
What should we do?Required
What if they don't answer?Required
Language
When would you like us to call back?Required
Summary Email
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 It