Create job and customer in Roofr from new Spotio lead at specific stage
Create job and customer in Roofr from new Spotio lead at specific stage
Create job and customer records in Roofr when a new lead is identified in Spotio, ensuring only leads at the right stage are processed. This accelerates onboarding and improves project management efficiency.
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Overview
Create job and customer records in Roofr when a new lead is identified in Spotio, ensuring only leads at the right stage are processed. This accelerates onboarding and improves project management efficiency.