LeadConnector + Roofr
Update opportunities in LeadConnector when proposal totals are adjusted in Roofr
Enhance your sales process with Roofr and LeadConnector integration. When a total adjustment is made to a proposal in Roofr, this workflow will seamlessly update or add an opportunity in LeadConnector. This automation aids in keeping your sales pipeline updated, ensuring you don't miss out on pursuing potential profitable opportunities.
Enhance your sales process with Roofr and LeadConnector integration. When a total adjustment is made to a proposal in Roofr, this workflow will seamlessly update or add an opportunity in LeadConnector. This automation aids in keeping your sales pipeline updated, ensuring you don't miss out on pursuing potential profitable opportunities.
- When this happens...Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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
