LeadConnector + Roofr
Add or update LeadConnector opportunities when new proposals are sent in Roofr
Automate your workflow between Roofr and LeadConnector using this streamlined process. Whenever a Proposal Sent event occurs in Roofr, a corresponding opportunity is promptly added or updated in LeadConnector, centralizing client communication and bolstering speedy lead management. Running in the background, this automation ensures your potential business prospects are never left hanging, driving the trajectory of your growth upwards.
Automate your workflow between Roofr and LeadConnector using this streamlined process. Whenever a Proposal Sent event occurs in Roofr, a corresponding opportunity is promptly added or updated in LeadConnector, centralizing client communication and bolstering speedy lead management. Running in the background, this automation ensures your potential business prospects are never left hanging, driving the trajectory of your growth upwards.
- When this happens...Proposal Sent
Triggers when a proposal is sent to a client.
- 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
