Roofr + SalesRabbit
Create Roofr jobs and customers from newly submitted SalesRabbit forms
Streamline your sales to job process with this SalesRabbit-Roofr automation. Once implemented, each time a form is submitted in SalesRabbit, a new job and customer is created in Roofr, saving you the time and effort of manual data entry. Enhance your efficiency and keep both your sales and roofing job data seamlessly up-to-date.
Streamline your sales to job process with this SalesRabbit-Roofr automation. Once implemented, each time a form is submitted in SalesRabbit, a new job and customer is created in Roofr, saving you the time and effort of manual data entry. Enhance your efficiency and keep both your sales and roofing job data seamlessly up-to-date.
- When this happens...Form Submitted
Send form data to Zapier when form is submitted in SalesRabbit.
- 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
