Roofr + Yelp Conversions

Roofr + Yelp Conversions integrations

Send Yelp Conversions events when new proposals are signed in Roofr

When a proposal gets signed in Roofr, streamline your workflow by instantaneously sending a conversion event in Yelp Conversions. This integration makes it easier to keep track of successful proposals, reducing the need for manual data tracking across multiple platforms, saving you time and effort. The seamless connection between Roofr and Yelp Conversions allows for a more efficient management of your customer interactions.

When this happens...
Proposal SignedTriggers when a proposal is signed by a client.
TriggerInstant
automatically do this!
Send Conversion EventSends conversion events like Purchases and Leads to Yelp.
ActionWrite

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More things you can do with Roofr and Yelp Conversions

Discover other triggers and actions you can use with Roofr and Yelp Conversions

Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
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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.
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
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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

Job Workflow Stage Changed
Triggers when a job moves to a different workflow stage.
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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- Important
- Need help?
- Event ID
- Event Time
  Required
- Event Name
  Required
- Action Source
  Required
- Email
- Customer Phone Number
- Value
- Currency
- Custom Event Labels
- First Name
- Last Name
- Date of Birth
- Gender
- Country
- Zip Code
- State
- City
- External ID
- Client IP Address
- Client User Agent
- MADID
- Order ID
- Content Category
Action
Write

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 Yelp Conversions

Yelp Conversions is an app that enables businesses to send conversions (such as purchases or leads) from your business to Yelp for ad attribution purposes.

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Related categories

Ads & Conversion