Send marketing mails in DOPE360 for new leads created in Roofr
Streamline your marketing efforts with this efficient workflow. Whenever a new lead is created in Roofr, this automation sends a marketing email through DOPE360. This process ensures that your prospective customers receive important information promptly, enhancing your chances of conversion. Save time and boost your marketing strategy with this seamless connection between Roofr and DOPE360.
Streamline your marketing efforts with this efficient workflow. Whenever a new lead is created in Roofr, this automation sends a marketing email through DOPE360. This process ensures that your prospective customers receive important information promptly, enhancing your chances of conversion. Save time and boost your marketing strategy with this seamless connection between Roofr and DOPE360.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Send Marketing Mail
Send mail through your automation
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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
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired