Update deal status and log note in HubSpot when client views proposal in Roofr

Update your deal status and log client interactions when a proposal is viewed in Roofr. Find the corresponding deal in HubSpot, update its status, and create an engagement to enhance client communication and tracking.

Update deal status and log note in HubSpot when client views proposal in Roofr

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Overview

Update your deal status and log client interactions when a proposal is viewed in Roofr. Find the corresponding deal in HubSpot, update its status, and create an engagement to enhance client communication and tracking.

Update deal status and log note in HubSpot when client views proposal in Roofr