Roofr + WhatConverts

Roofr + WhatConverts integrations

Create new leads in WhatConverts for every new lead created in Roofr

With this workflow, as soon as a new lead is generated in Roofr, a corresponding lead is created instantly in WhatConverts. This seamless integration ensures no potential customer falls through the cracks, boosting your sales conversion rate. It's a smooth, automated process that gives you peace of mind by enabling effective lead management across your business applications.

When this happens...
Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
TriggerInstant
automatically do this!
Create LeadCreate a new lead.
ActionWrite

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More things you can do with Roofr and WhatConverts

Discover other triggers and actions you can use with Roofr and WhatConverts

Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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- Lead Type
- Phone Calls (Completed)
  Required
- Phone Calls (Modified)
  Required
- Phone Calls (In Progress)
  Required
- Text Messages
  Required
- Web Forms
  Required
- E-Commerce Transactions
  Required
- Custom Events
  Required
- Chats (Completed)
  Required
- Chats (In Progress)
  Required
- Emails
  Required
- Appointment
  Required
- Other
  Required
- Profile
  Required
Trigger
Instant
Try It

- Profile
- Account
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Write
- Lead ID
  Required
- Quotable
- Quote Value
- Sales Value
- Lead Page
- Additional Fields
- Custom Fields
Action
Write

- Profile
  Required
- Lead ID
- Lead Type
  Required
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- Send Notification
- Date & Time
- WC Client Current
- IP Address
- Phone Number
- Gclid
- Msclkid
- Fbclid
- Fbpid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Name
- Call Duration in Seconds
- City
- Zip
- State
- Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
- Custom Fields
Action
Search or write

Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
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- External job id
- External customer id
- Job name
- First_name
  Required
- Last_name
  Required
- Phone
- Email
- Job owner
- Job assignees
- Address
  Required
- City
  Required
- Province/State
  Required
- Zip/Postal Code
  Required
- Country
  Required
Action
Write
- Lead Type
- Phone Calls (Completed)
  Required
- Phone Calls (Modified)
- Phone Calls (In Progress)
- Text Messages
  Required
- Web Forms
  Required
- E-Commerce Transactions
  Required
- Custom Events
  Required
- Chats (Completed)
  Required
- Chats (In Progress)
- Emails
  Required
- Appointments
  Required
- Other
  Required
- Profile
  Required
Trigger
Instant
Try It
- Lead Type
  Required
- Send Notification
- Profile
- Date & Time
- Quotable
- Quote Value
- Sales Value
- WC Client Current
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- IP Address
- Email Address
- Phone Number
- User ID
- Gclid
- Msclkid
- Fbclid
- Fbpid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Number
- Caller Name
- Call Duration in Seconds
- City
- Zip
- State
- Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
- Custom Fields
Action
Write
- Profile
  Required
- Lead ID
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Search

About Roofr

Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.

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Related categories

Sales & CRM

About WhatConverts

WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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