Roofr + Thryv
Roofr + Thryv
Create new Thryv clients from newly created Roofr leads
Streamline your workflow with this integration that springs into action whenever a new lead is added in Roofr. It will swiftly create a new client in Thryv, saving you the effort of manual data entry. This allows you to focus on nurturing your leads instead of juggling between applications. Make your client management process smoother and more efficient with this powerful automation.
- When this happens...Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create ClientCreates a new client.
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More things you can do with Roofr and Thryv
Discover other triggers and actions you can use with Roofr and Thryv
- 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
