CompanyCam + Instant Roofer
Create CompanyCam projects from new Instant Roofer leads
This Zapier template will automatically create a project in CompanyCam from every new Instant Roofer lead. Each contractor uses different methods to name their projects. We built this template to use homeowner first and last name. However, some contractors use the home address in the name field. Feel free to use however is best for you. We also recommend additional fields to track your project such as initial roof estimate price, size of roof, and solar roof options.
This Zapier template will automatically create a project in CompanyCam from every new Instant Roofer lead. Each contractor uses different methods to name their projects. We built this template to use homeowner first and last name. However, some contractors use the home address in the name field. Feel free to use however is best for you. We also recommend additional fields to track your project such as initial roof estimate price, size of roof, and solar roof options.
- When this happens...New Lead
Triggers when a roof replacement is requested.
- automatically do this!Add Project
Creates a new project in your account.
- Free forever for core features
- 14 day trial for premium features & apps