Roofr + WooSender
Move lost proposals from Roofr to the pipeline or stage in WooSender as new opportunities
Lose no opportunity despite a lost proposal in Roofr. With this workflow, every time you experience a lost proposal in Roofr, it will initiate the process to add or move an opportunity to a specific pipeline or stage in WooSender. This ensures you keep track of all potential leads, helping you stay on top of your sales strategy. Avoid manual data transfers and enhance your efficiency in managing sales opportunities.
Lose no opportunity despite a lost proposal in Roofr. With this workflow, every time you experience a lost proposal in Roofr, it will initiate the process to add or move an opportunity to a specific pipeline or stage in WooSender. This ensures you keep track of all potential leads, helping you stay on top of your sales strategy. Avoid manual data transfers and enhance your efficiency in managing sales opportunities.
- When this happens...Proposal Lost
Triggers when a proposal is moved to lost by a user.
- automatically do this!Add/Move Opportunity to Pipeline/Stage
Add/Move Opportunity to Pipeline/Stage
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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
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Last NameRequired
Phone
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Assignee
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Zip/Postal CodeRequired
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