Roofr + Thryv
Create new Thryv clients from newly created Roofr leads
Streamline your workflow with this integration that springs into action whenever a new lead is added in Roofr. It will swiftly create a new client in Thryv, saving you the effort of manual data entry. This allows you to focus on nurturing your leads instead of juggling between applications. Make your client management process smoother and more efficient with this powerful automation.
Streamline your workflow with this integration that springs into action whenever a new lead is added in Roofr. It will swiftly create a new client in Thryv, saving you the effort of manual data entry. This allows you to focus on nurturing your leads instead of juggling between applications. Make your client management process smoother and more efficient with this powerful automation.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Client
Creates a new client.
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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
