Chiirp + Roofr
Create or update Chiirp contacts when new leads are created in Roofr
Effortlessly manage your Roofr leads with this workflow. Once a new lead is created in Roofr, this automation will instantly update or create a matching contact in your Chiirp account. This process efficiently keeps your contact list up-to-date, enabling prompt follow-ups and improved lead conversion.
Effortlessly manage your Roofr leads with this workflow. Once a new lead is created in Roofr, this automation will instantly update or create a matching contact in your Chiirp account. This process efficiently keeps your contact list up-to-date, enabling prompt follow-ups and improved lead conversion.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create or Update Contact
Creates or Updates a Contact in Chiirp. The phone number is required for every Contact in Chiirp.
- 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