Connect Roofr and SalesRabbit to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Roofr and SalesRabbit together. Build enterprise-grade automation in minutes.

Our most popular template

Create jobs and customers in Roofr for new or updated leads in SalesRabbit
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SalesRabbit + Roofr
Create Roofr jobs and customers from newly submitted SalesRabbit forms
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SalesRabbit + Roofr

Create jobs and customers in Roofr for new or updated leads in SalesRabbit

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SalesRabbit + Roofr

Create Roofr jobs and customers from newly submitted SalesRabbit forms

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SalesRabbit + Roofr

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Roofr with SalesRabbit - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Roofr Lead Created" from Roofr.

Add your action

An action happens after the trigger—such as "Create Lead" in SalesRabbit.

You’re connected!

Zapier seamlessly connects Roofr and SalesRabbit, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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- Event
  Required
- Status
  Required
Trigger
Instant
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- Lead Owner
  Required
- Status
  Required
- First Name
- Last Name
- Primary Phone
- Alternate Phone
- Email
- Street1
- Street2
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Notes
- Appointment Date and Time
- Date Created
Action
Write
- Lead ID
  Required
- 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
Action
Write

Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
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- External job id
- External customer id
- First_name
  Required
- Last_name
  Required
- Phone
- Email
- Job owner
- Job assignees
- Address
  Required
- City
  Required
- Province/State
  Required
- Zip/Postal Code
  Required
- Country
  Required
Action
Write
- Form
  Required
Trigger
Instant
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- FormDataID
  Required
- 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
Action
Write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Roofr and SalesRabbit to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Roofr to SalesRabbit integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Roofr

Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.

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Related categories

Sales & CRM

About SalesRabbit

SalesRabbit is a sales enablement app that helps sales teams assign areas, track progress, and constantly get better at their craft.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Roofr and SalesRabbit to power AI-driven automation

Launch your first automated workflow

Create jobs and customers in Roofr for new or updated leads in SalesRabbit

Create Roofr jobs and customers from newly submitted SalesRabbit forms

Create jobs and customers in Roofr for new or updated leads in SalesRabbit

Create Roofr jobs and customers from newly submitted SalesRabbit forms

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Roofr and SalesRabbit to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Roofr to SalesRabbit on the world's largest no-code automation platform