Instant Roofer + LeadConnector
Add new Instant Roofer leads to LeadConnector as contacts
Stay on top of new business opportunities with this seamless routine. When a potential client emerges in your Instant Roofer app, their details are directly transferred to the LeadConnector app. This workflow makes the lead management process more organized, ensuring no prospective client is overlooked, and provides your team with valuable time-saving benefits.
Stay on top of new business opportunities with this seamless routine. When a potential client emerges in your Instant Roofer app, their details are directly transferred to the LeadConnector app. This workflow makes the lead management process more organized, ensuring no prospective client is overlooked, and provides your team with valuable time-saving benefits.
- When this happens...New Lead
Triggers when a roof replacement is requested.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Lead
Triggers when a roof replacement is requested.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
