Roofing CRM to Trello Automation with Zapier

A roofing company managed every lead and proposal in Roofr CRM, but the crew planned work in Trello. Someone had to copy each job across and chase every customer by hand. I connected the two with Zapier so the board updates itself and follow-ups go out on time.

New leads were missed or entered twice, Trello cards fell out of date as proposals moved, and follow-up emails depended on someone remembering to send them.

New lead to card. Every new Roofr lead creates a Trello card with the customer's details mapped into the right fields

Proposal sent. The matching card is found and moved to the Proposal Sent list automatically

Proposal signed. The card moves to the signed stage and the team is notified

Delayed follow-up. When a card sits in a stage, Zapier waits and then sends a follow-up email through Gmail

Testing. Every step was tested with real records before handover

Zapier, Roofr CRM, Trello and Gmail.

The Trello board now mirrors the CRM without anyone copying data. Leads are no longer missed, cards always show the real stage of each job, and customers get follow-ups on time.