HubSpot + Roofr
Create or update HubSpot contacts when new Roofr leads are created
This workflow starts as soon as a new lead is generated in Roofr, swiftly updating or creating a new contact in your HubSpot account. It streamlines the process of lead management by ensuring your HubSpot contact records always reflect the latest Roofr leads. This automation brings efficiency to your customer relationship management, leaving you more time to focus on forging strong client relationships.
This workflow starts as soon as a new lead is generated in Roofr, swiftly updating or creating a new contact in your HubSpot account. It streamlines the process of lead management by ensuring your HubSpot contact records always reflect the latest Roofr leads. This automation brings efficiency to your customer relationship management, leaving you more time to focus on forging strong client relationships.
- 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 a new contact or updates an existing contact based on email address.
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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
