LeadConnector + Roofr
Manage lost proposals in Roofr by updating opportunities in LeadConnector
When you lose a proposal in Roofr, this workflow will update or create a new opportunity in LeadConnector. It is a seamless bracing mechanism optimizing your response to missed proposals and maintaining your sales pipeline healthy. This integration keeps your LeadConnector opportunities up-to-date, enhancing your efficiency and accuracy in dealing with lost prospects.
When you lose a proposal in Roofr, this workflow will update or create a new opportunity in LeadConnector. It is a seamless bracing mechanism optimizing your response to missed proposals and maintaining your sales pipeline healthy. This integration keeps your LeadConnector opportunities up-to-date, enhancing your efficiency and accuracy in dealing with lost prospects.
- When this happens...Proposal Lost
Triggers when a proposal is moved to lost by a user.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
