Roofr + Surefire Local Platform
Create new leads in Surefire Local Platform when new Roofr leads are created
When a new lead is generated in Roofr, this workflow creates a corresponding lead in the Surefire Local Platform. It streamlines your process by instantly transferring crucial lead information, eliminating the need for manual data entry. Enhance your marketing strategies and ensure faster engagement with potential clients by ensuring every Roofr lead is instantly mirrored in the Surefire Local Platform.
When a new lead is generated in Roofr, this workflow creates a corresponding lead in the Surefire Local Platform. It streamlines your process by instantly transferring crucial lead information, eliminating the need for manual data entry. Enhance your marketing strategies and ensure faster engagement with potential clients by ensuring every Roofr lead is instantly mirrored in the Surefire Local Platform.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Lead
Creates a lead from Zapier
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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