Calendly + Roofr
Create new Roofr jobs and customers from new Calendly invitees
As soon as a new invitee is created in Calendly, this workflow quickly transfers that data to Roofr, instantly creating a customer profile and setting up a job. This efficient automation saves you time and streamlines your project management, keeping your roofing business running smoothly and ensuring consistent customer management. Boost your productivity and stay organized with this Calendly to Roofr connection.
As soon as a new invitee is created in Calendly, this workflow quickly transfers that data to Roofr, instantly creating a customer profile and setting up a job. This efficient automation saves you time and streamlines your project management, keeping your roofing business running smoothly and ensuring consistent customer management. Boost your productivity and stay organized with this Calendly to Roofr connection.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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