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Set up your first integration
Quickly connect HubSpot to Roofr with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HubSpot with Roofr - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Create Job and Customer" in Roofr.
You’re connected!
Zapier seamlessly connects HubSpot and Roofr, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use HubSpot and Roofr
Log signed proposals into HubSpot as deals
When a proposal is signed in Roofr, Zapier can create a corresponding deal in HubSpot. This workflow streamlines sales tracking and ensures all completed deals are recorded in HubSpot, which enables better revenue tracking and client follow-ups.
Business Owner
Create a new job and customer in Roofr from HubSpot leads
When a new lead is added in HubSpot, Zapier can create a job and customer in Roofr. This saves manual effort and ensures seamless data flow between marketing and operational tools, reducing admin errors.
ITTrack proposal views from Roofr in HubSpot
When a proposal is viewed in Roofr, Zapier can create a new engagement in HubSpot. This ensures your marketing team knows exactly when potential clients are engaging with proposals, helping them measure impact and optimize future campaigns.
Marketing & Marketing OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + Roofr integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Roofr
How do I integrate HubSpot with Roofr?
To integrate HubSpot with Roofr, you can use automation tools like Zapier. Start by creating a Zap that connects both platforms. You will need to set specific triggers in HubSpot, such as 'New Contact Added', and corresponding actions in Roofr, like 'Create a New Lead'. Ensure both accounts are connected and set up properly within Zapier.
What triggers are available when integrating HubSpot with Roofr?
When integrating HubSpot with Roofr, available triggers include actions like 'New Contact Added', 'Deal Stage Changed', and 'Form Submission'. These triggers can initiate workflows or actions in Roofr, such as creating a new estimate or updating client information automatically.
Do I need technical skills to set up the integration between HubSpot and Roofr?
No extensive technical skills are required to set up the integration. The process involves selecting triggers and actions within an integration platform like Zapier. We provide step-by-step instructions that guide you through connecting your HubSpot account with your Roofr system smoothly.
Can I customize which actions occur in Roofr after a trigger from HubSpot?
Yes, you can customize actions in Roofr following a trigger event from HubSpot. For instance, after a 'New Deal' is created in HubSpot, you can choose to automatically create an estimate or update customer records in Roofr. The customization options make it easy to tailor workflows according to your business needs.
Are there any limitations when integrating the two platforms?
While integrating HubSpot with Roofr is generally seamless using tools like Zapier, there may be limitations based on the specific fields or data types you're trying to sync between systems. It's important to check compatibility for custom fields and any API limits that might impact data transfer speeds.
What should I do if my trigger-action workflow doesn't work properly?
If your trigger-action workflow isn't functioning correctly between HubSpot and Roofr, first ensure all accounts are properly connected. Verify trigger events are occurring as expected and re-test each action step individually in the integration platform dashboard. Reviewing log messages for errors can help pinpoint issues quickly.
Can I use existing workflows from another software when setting up this integration?
Yes, you might be able to adapt existing workflows from other software by replicating similar triggers and actions within your chosen integration tool. However, configurations unique to each system need adaptation based on how information flows between HubSpot and Roofr specifically.
