ProLine + Roofr
Create or update ProLine contacts when new Roofr leads are created
Create or update contacts in ProLine whenever a new lead is added in Roofr. With this workflow, you never have to worry about manually copying over new leads in Roofr as it instantly sends that data to ProLine. This not only saves time but also ensures that your sales team always has the latest leads at their fingertips. Optimize your data management process and keep everything up-to-date with this simple yet powerful solution.
Create or update contacts in ProLine whenever a new lead is added in Roofr. With this workflow, you never have to worry about manually copying over new leads in Roofr as it instantly sends that data to ProLine. This not only saves time but also ensures that your sales team always has the latest leads at their fingertips. Optimize your data management process and keep everything up-to-date with this simple yet powerful solution.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create or Update Contact
Creates or updates a contact.
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Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItProposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItProposal Sent
Triggers when a proposal is sent to a client.
Try ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItExternal job id
External customer id
First NameRequired
Last NameRequired
Phone
Email
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired