Roofr + TrueReview
Roofr + TrueReview
Turn new Roofr leads into contacts in TrueReview
This workflow starts when a new lead is generated in Roofr, instantly creating a contact in TrueReview. Such a process ensures that all potential customers are organized and immediately available for review in your TrueReview system. This way, it helps streamline your lead management, saving you the time and effort of manual data entry.
- When this happens...Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create ContactCreates a Contact
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More things you can do with Roofr and TrueReview
Discover other triggers and actions you can use with Roofr and TrueReview
- 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
