Roofr + Smith.ai
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.
- When this happens...New CallTriggers when a new call is created.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with Smith.ai and Roofr
Discover other triggers and actions you can use with Smith.ai and Roofr
- New Call
Triggers when a new call is created.
Try ItTriggerPolling - Campaign IDRequired
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
ActionWrite- 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
- 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
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 - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant