HubSpot + Roofr
Add new Roofr leads to HubSpot contacts list instantly when created
Establish a seamless workflow between Roofr and HubSpot with this setup. Once a new lead is generated in Roofr, it will promptly add the contact to your chosen list in HubSpot. This ensures you're always ready to engage potential new customers quickly and efficiently without manual data entry. A simple solution to keep your sales pipeline updated and your team focused on closing deals.
Establish a seamless workflow between Roofr and HubSpot with this setup. Once a new lead is generated in Roofr, it will promptly add the contact to your chosen list in HubSpot. This ensures you're always ready to engage potential new customers quickly and efficiently without manual data entry. A simple solution to keep your sales pipeline updated and your team focused on closing deals.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Add Contact to List
Adds a contact to a specific static list. (Marketing Hub Starter plans and above)
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- 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
