Roofr + TrueReview
Turn new Roofr leads into contacts in TrueReview
This workflow starts when a new lead is generated in Roofr, instantly creating a contact in TrueReview. Such a process ensures that all potential customers are organized and immediately available for review in your TrueReview system. This way, it helps streamline your lead management, saving you the time and effort of manual data entry.
This workflow starts when a new lead is generated in Roofr, instantly creating a contact in TrueReview. Such a process ensures that all potential customers are organized and immediately available for review in your TrueReview system. This way, it helps streamline your lead management, saving you the time and effort of manual data entry.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Contact
Creates a Contact
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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
