LeadConnector + Roofr
Update contacts in LeadConnector when new proposals are viewed in Roofr
Get instant updates in your LeadConnector contacts any time a proposal is viewed in Roofr. With this setup, each time a customer views a proposal on Roofr, their details will immediately update or add to your contacts in LeadConnector. It's a hassle-free workflow that ensures you always have the most recent client information on hand, helping you maintain efficient communication and further enhance your service.
Get instant updates in your LeadConnector contacts any time a proposal is viewed in Roofr. With this setup, each time a customer views a proposal on Roofr, their details will immediately update or add to your contacts in LeadConnector. It's a hassle-free workflow that ensures you always have the most recent client information on hand, helping you maintain efficient communication and further enhance your service.
- When this happens...Proposal Viewed
Triggers when a proposal is viewed by a client.
- 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
