Roofr + WooSender
Move Roofr's signed proposals to WooSender's pipeline/stage as new opportunities
When a proposal gets signed in Roofr, it immediately translates into creating or moving an opportunity in your WooSender pipeline. This seamless connection between Roofr and WooSender helps expedite the process of monitoring proposal progress, enhancing communication, and ensuring timely responses for a more efficient sales pipeline. Say goodbye to manual tracking and let this workflow make your sales management effortless.
When a proposal gets signed in Roofr, it immediately translates into creating or moving an opportunity in your WooSender pipeline. This seamless connection between Roofr and WooSender helps expedite the process of monitoring proposal progress, enhancing communication, and ensuring timely responses for a more efficient sales pipeline. Say goodbye to manual tracking and let this workflow make your sales management effortless.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Add/Move Opportunity to Pipeline/Stage
Add/Move Opportunity to Pipeline/Stage
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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