Mailchimp + Roofr
Update Mailchimp subscribers when new proposals are sent in Roofr
Stay on top of your marketing campaigns with this seamless workflow. As soon as a proposal is dispatched in Roofr, it triggers an immediate update of the related client information in Mailchimp. This automation not only eliminates the need for manual data input but also ensures you never miss a beat in your communication plan. Make the most of every proposal by keeping your roofing business at the forefront of your potential customers' minds.
Stay on top of your marketing campaigns with this seamless workflow. As soon as a proposal is dispatched in Roofr, it triggers an immediate update of the related client information in Mailchimp. This automation not only eliminates the need for manual data input but also ensures you never miss a beat in your communication plan. Make the most of every proposal by keeping your roofing business at the forefront of your potential customers' minds.
- When this happens...Proposal Sent
Triggers when a proposal is sent to a client.
- automatically do this!Add/Update Subscriber
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
- 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
