Instant Roofer + SalesRabbit + Formatter by Zapier

Add new Instant Roofer leads to SalesRabbit

This Zapier template will add new Instant Roofer leads to Sales Rabbit. It uses Zapier format changes to properly format the telephone number to a national format prior to adding it to SalesRabbit. The notes section contains additional lead information such as roof size, roof estimated price, and solar roof options.

This Zapier template will add new Instant Roofer leads to Sales Rabbit. It uses Zapier format changes to properly format the telephone number to a national format prior to adding it to SalesRabbit. The notes section contains additional lead information such as roof size, roof estimated price, and solar roof options.

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

    Triggers when a roof replacement is requested.

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

    ActionWrite
  3. then do this!
    SalesRabbitSalesRabbit
    Create Lead

    Creates a lead.

    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
    • TransformRequired

    Action
    Write
    • TransformRequired

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • TransformRequired

    Action
    Write
    • TransformRequired

    Action
    Write
    • EventRequired

    • StatusRequired

    Trigger
    Instant
    Try It
    • Lead OwnerRequired

    • StatusRequired

    • First Name

    • Last Name

    • Primary Phone

    • Alternate Phone

    • Email

    • Street1

    • Street2

    • City

    • State

    • Zip

    • Country

    • Latitude

    • Longitude

    • Notes

    • Appointment Date and Time

    • Date Created

    Action
    Write
instant-roofer logo
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
salesrabbit logo
salesrabbit logo

About SalesRabbit

SalesRabbit is a sales enablement app that helps sales teams assign areas, track progress, and constantly get better at their craft.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn more

Related categories

  • Documents
  • Zapier