Roofr + Surefire Local Platform
Roofr + Surefire Local Platform
Create jobs and customers in Roofr for new leads received in Surefire Local Platform
Streamline your sales process with this efficient workflow. When a new lead comes in through the Surefire Local Platform, it instantaneously creates a job and customer profile in the Roofr app. This ensures a swift response to prospective clients and aids in improving your overall customer service. Enhance your lead management process with this seamless integration.
- When this happens...New Lead ReceivedTriggers when a new lead 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 Surefire Local Platform and Roofr
Discover other triggers and actions you can use with Surefire Local Platform and Roofr
- New Lead Received
Triggers when a new lead is created.
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
- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
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 - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
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