Instant Roofer + Shape

Create Shape CRM records for new Instant Roofer leads

This Zapier template will create a record in Shape CRM for every new Instant Roofer lead. We highly recommend adding additional fields to account for roof size, roof estimate price, and solar roof size.

This Zapier template will create a record in Shape CRM for every new Instant Roofer lead. We highly recommend adding additional fields to account for roof size, roof estimate price, and solar roof size.

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

    Triggers when a roof replacement is requested.

    TriggerInstant
  2. automatically do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    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
    • Record IDRequired

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    Action
    Write
    • Record IDRequired

    Action
    Search
    • First NameRequired

    • Last NameRequired

    • Phone NumberRequired

    • EmailRequired

    Action
    Write
    • Record IDRequired

    • Status NameRequired

    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
shape logo
shape logo

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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