LeadConnector + Roofr
Create and update LeadConnector opportunities when new Roofr reports are ordered
Streamline your lead management process with this efficient workflow. When a new report is ordered inside the Roofr app, an opportunity is swiftly added or updated in the LeadConnector app. This setup ensures no opportunities fall through the cracks and significantly improves the accuracy of your lead tracking. This arrangement not only saves time but also enhances your chances of closing more deals successfully.
Streamline your lead management process with this efficient workflow. When a new report is ordered inside the Roofr app, an opportunity is swiftly added or updated in the LeadConnector app. This setup ensures no opportunities fall through the cracks and significantly improves the accuracy of your lead tracking. This arrangement not only saves time but also enhances your chances of closing more deals successfully.
- When this happens...Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
- 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
