Roofr + Surefire Local Platform
Create jobs and customers in Roofr for new leads received in Surefire Local Platform
Streamline your sales process with this efficient workflow. When a new lead comes in through the Surefire Local Platform, it instantaneously creates a job and customer profile in the Roofr app. This ensures a swift response to prospective clients and aids in improving your overall customer service. Enhance your lead management process with this seamless integration.
Streamline your sales process with this efficient workflow. When a new lead comes in through the Surefire Local Platform, it instantaneously creates a job and customer profile in the Roofr app. This ensures a swift response to prospective clients and aids in improving your overall customer service. Enhance your lead management process with this seamless integration.
- When this happens...New Lead Received
Triggers when a new lead is created.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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New Lead Received
Triggers when a new lead is created.
Try ItRoofr 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 It
Client
First Name
Last Name
Email
Phone
Address
Address2
Address3
City
State
Country
Zip
Notes
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 It