Roofr + Surefire Local Platform
Roofr + Surefire Local Platform
Create new leads in Surefire Local Platform when new Roofr leads are created
When a new lead is generated in Roofr, this workflow creates a corresponding lead in the Surefire Local Platform. It streamlines your process by instantly transferring crucial lead information, eliminating the need for manual data entry. Enhance your marketing strategies and ensure faster engagement with potential clients by ensuring every Roofr lead is instantly mirrored in the Surefire Local Platform.
- When this happens...Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create LeadCreates a lead from Zapier
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Roofr and Surefire Local Platform
Discover other triggers and actions you can use with Roofr and Surefire Local Platform
- 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
- 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 - External job id
- External customer id
- Job name
- First_nameRequired
- Last_nameRequired
- Phone
- Email
- Job owner
- Job assignees
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
ActionWrite