Roofr + Trello
Create new Trello cards every time new leads are created in Roofr
When a new lead is generated in Roofr, streamline your workflow by creating a corresponding card in Trello. This hands-off approach ensures every new prospect from Roofr is effortlessly tracked in your Trello board, keeping your sales activities organized and timely; no manual data entry required. Optimize your roofing business' lead management process with this efficient productivity automation.
When a new lead is generated in Roofr, streamline your workflow by creating a corresponding card in Trello. This hands-off approach ensures every new prospect from Roofr is effortlessly tracked in your Trello board, keeping your sales activities organized and timely; no manual data entry required. Optimize your roofing business' lead management process with this efficient productivity automation.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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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
Job owner
Job assignees
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
