Roofr + SumoQuote
Create new SumoQuote projects from newly created Roofr leads
When a new lead appears in your Roofr system, start a new project in SumoQuote straight away. This automation takes care of the workflow for you, improving your efficiency and speed in following up with leads. You'll keep your processes smartly aligned with your business needs while saving time for other important tasks.
When a new lead appears in your Roofr system, start a new project in SumoQuote straight away. This automation takes care of the workflow for you, improving your efficiency and speed in following up with leads. You'll keep your processes smartly aligned with your business needs while saving time for other important tasks.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Project
Creates a new SumoQuote Project
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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 ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
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 ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItExternal job id
External customer id
First NameRequired
Last NameRequired
Phone
Email
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired