Roofr + SalesRabbit
Create jobs and customers in Roofr for new or updated leads in SalesRabbit
Manage your leads and jobs more efficiently with this workflow. When a new or updated lead appears in SalesRabbit, this automation will instantly create a job and a customer in Roofr. Experience streamlined sales processes, improved lead tracking, and increased productivity in your roofing business.
Manage your leads and jobs more efficiently with this workflow. When a new or updated lead appears in SalesRabbit, this automation will instantly create a job and a customer in Roofr. Experience streamlined sales processes, improved lead tracking, and increased productivity in your roofing business.
- When this happens...New/Updated Lead
Triggers when when a lead is created and/or updated.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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EventRequired
StatusRequired
Try ItLead OwnerRequired
StatusRequired
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Created
Lead IDRequired
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try It
FormRequired
Try ItFormDataIDRequired
Form Result
Form State
Form Status Description
Form Status Color
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
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 It
