Roofr + Zapier Tables
Create new records in Zapier Tables for every new lead created in Roofr
This workflow initiates when a new lead is created in Roofr, driving straight into the creation of a corresponding record in the Tables app. The automation eliminates manual data entry, ensuring a seamless transfer of information for improved lead management. Maintain an organized record, streamline your processes, and enhance business efficiency with this setup.
This workflow initiates when a new lead is created in Roofr, driving straight into the creation of a corresponding record in the Tables app. The automation eliminates manual data entry, ensuring a seamless transfer of information for improved lead management. Maintain an organized record, streamline your processes, and enhance business efficiency with this setup.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Record
Creates a new record on a table.
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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