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Instant Roofer + Salesforce

Create leads in Salesforce from new leads in Instant Roofer

Create a seamless connection between your Instant Roofer and Salesforce apps with this streamlined workflow. Whenever a new lead appears in Instant Roofer, this automation will instantly generate a corresponding lead in Salesforce. This smart solution not only saves time but also ensures your sales team never misses an opportunity to engage with potential customers.

Create a seamless connection between your Instant Roofer and Salesforce apps with this streamlined workflow. Whenever a new lead appears in Instant Roofer, this automation will instantly generate a corresponding lead in Salesforce. This smart solution not only saves time but also ensures your sales team never misses an opportunity to engage with potential customers.

  1. When this happens...
    Instant RooferInstant Roofer
    New Lead

    Triggers when a roof replacement is requested.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Instant Roofer triggers, actions, and search

    New Lead

    Triggers when a roof replacement is requested.

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It

    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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instant-roofer logo

About Instant Roofer

Send your online roof replacement leads straight from Instant Roofer to your favorite CRM, Google Sheets, Email, and more.

Related categories

  • Business Intelligence
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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