LeadConnector + Roofr
Track viewed Roofr proposals and update opportunities in LeadConnector
Never miss a potential lead with this smart workflow. When a proposal is viewed inside Roofr, it directly creates or updates an opportunity in LeadConnector. This automation ensures every prospect is acknowledged and moved along your sales pipeline promptly, enhancing your lead management process. Save time and stay organized by letting this workflow do the heavy lifting for you.
Never miss a potential lead with this smart workflow. When a proposal is viewed inside Roofr, it directly creates or updates an opportunity in LeadConnector. This automation ensures every prospect is acknowledged and moved along your sales pipeline promptly, enhancing your lead management process. Save time and stay organized by letting this workflow do the heavy lifting for you.
- When this happens...Proposal Viewed
Triggers when a proposal is viewed by 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
