Create job and customer in Roofr from new or updated lead in Zoho CRM
Create job and customer in Roofr from new or updated lead in Zoho CRM
Create jobs and customer entries in Roofr when new or updated leads are added in Zoho CRM. Ensure only leads needing specific services are processed, leading to faster onboarding and improved service management.
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Overview
Create jobs and customer entries in Roofr when new or updated leads are added in Zoho CRM. Ensure only leads needing specific services are processed, leading to faster onboarding and improved service management.