Create new customer and project in Roofr and CompanyCam from new contact in RepCard
Create new customer and project in Roofr and CompanyCam from new contact in RepCard
Create new customers and projects in your management system when a new contact is added in RepCard. This accelerates your onboarding process, ensuring a smooth transition from lead to active project.
Workflow preview:
Zap details:
Overview
Create new customers and projects in your management system when a new contact is added in RepCard. This accelerates your onboarding process, ensuring a smooth transition from lead to active project.