Roofr + WhatConverts
Create new leads in WhatConverts for every new lead created in Roofr
With this workflow, as soon as a new lead is generated in Roofr, a corresponding lead is created instantly in WhatConverts. This seamless integration ensures no potential customer falls through the cracks, boosting your sales conversion rate. It's a smooth, automated process that gives you peace of mind by enabling effective lead management across your business applications.
With this workflow, as soon as a new lead is generated in Roofr, a corresponding lead is created instantly in WhatConverts. This seamless integration ensures no potential customer falls through the cracks, boosting your sales conversion rate. It's a smooth, automated process that gives you peace of mind by enabling effective lead management across your business applications.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Lead
Create a new lead.
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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
