Capsule CRM + Roofr

Create Roofr jobs and customers from new or updated Capsule CRM contacts

Easily manage your leads and streamline your sales process with this Capsule CRM and Roofr integration. Whenever there's a new or updated contact in Capsule CRM, this automation creates a job and customer in Roofr. Save time and effort by seamlessly handling your customer data between both platforms, improving efficiency and organization within your business.

Easily manage your leads and streamline your sales process with this Capsule CRM and Roofr integration. Whenever there's a new or updated contact in Capsule CRM, this automation creates a job and customer in Roofr. Save time and effort by seamlessly handling your customer data between both platforms, improving efficiency and organization within your business.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    RoofrRoofr
    Create Job and Customer

    Creates a job and customer on Roofr.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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roofr logo
roofr logo

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.
Learn more

Related categories

  • Sales & CRM