LeadConnector + Roofr
Add new Roofr reports to LeadConnector as updated contacts
Stay ahead in your lead management with this efficient workflow. With every Roofr report ordered, the corresponding details are effortlessly added or updated in LeadConnector. Ideal for reducing errors, this process eliminates the need for continual data entry. Enjoy smooth and streamlined lead management without the hassles.
Stay ahead in your lead management with this efficient workflow. With every Roofr report ordered, the corresponding details are effortlessly added or updated in LeadConnector. Ideal for reducing errors, this process eliminates the need for continual data entry. Enjoy smooth and streamlined lead management without the hassles.
- When this happens...Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
