Send outbound emails for new leads created in Roofr with Email by Zapier
Streamline your roofing lead management process with this workflow. When a new lead is created in Roofr, an email is instantly sent out through Email by Zapier, keeping you updated in real time. This automation allows for efficient communication, ensuring no potential client falls through the cracks.
Streamline your roofing lead management process with this workflow. When a new lead is created in Roofr, an email is instantly sent out through Email by Zapier, keeping you updated in real time. This automation allows for efficient communication, ensuring no potential client falls through the cracks.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
- Free forever for core features
- 14 day trial for premium features & apps
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