LeadConnector + Roofr
Create campaign leads in LeadConnector when new leads are created in Roofr
Enhance your sales strategy by swiftly shifting new leads from Roofr to your targeted campaigns in LeadConnector. With this workflow, every time a new potential client is registered in Roofr, they'll be promptly added to your chosen marketing campaign in LeadConnector. Spend less time managing data and more time focusing on turning those leads into customers.
Enhance your sales strategy by swiftly shifting new leads from Roofr to your targeted campaigns in LeadConnector. With this workflow, every time a new potential client is registered in Roofr, they'll be promptly added to your chosen marketing campaign in LeadConnector. Spend less time managing data and more time focusing on turning those leads into customers.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Add Lead to Workflow
Adds a lead to an existing workflow.
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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
