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.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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