LeadConnector + Roofr
Add new Roofr proposals to LeadConnector campaigns as leads
Enhance your lead nurturing process by connecting Roofr and LeadConnector. With this workflow, each time a proposal is sent out on Roofr, it immediately results in a lead being added to a campaign in LeadConnector. This efficient system not only saves time but also ensures consistent follow-ups and potential conversion enhancement. Streamline the lead management process, always stay a step ahead.
Enhance your lead nurturing process by connecting Roofr and LeadConnector. With this workflow, each time a proposal is sent out on Roofr, it immediately results in a lead being added to a campaign in LeadConnector. This efficient system not only saves time but also ensures consistent follow-ups and potential conversion enhancement. Streamline the lead management process, always stay a step ahead.
- When this happens...Proposal Sent
Triggers when a proposal is sent to a client.
- 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
