1.Detect proposal viewed event
Integrate Roofr, proposal metadata, and viewer references to capture proposal view details and trigger deal lookup.
Update deal and add note when proposal viewed
Automatically monitor proposal viewed events across Roofr and HubSpot. Create and update HubSpot deal status and engagement notes when proposal viewed, metadata captured, or viewer contact referencedβso you can eliminate manual logging.
How this automation captures proposal intent in your CRM
When proposal viewed events happen in Roofr, reps can miss timing and intent, causing slower follow-up. This automation finds the associated HubSpot deal, updates deal status, and creates a note engagementβso your team can act on intent faster.
Roofror swap with your favorite app
2.Find matching deal by proposal reference
Integrate HubSpot and CRM deal search to locate the associated deal using the proposal reference details.
HubSpotor swap with your favorite app
3.Update deal to viewed status
Integrate HubSpot and activity timestamps to update configured proposal status to viewed and refresh activity timing.
4.Create note engagement and associate contact
Integrate HubSpot and engagement notes to create a note tied to the deal and the matching contact.
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