I will automate your roofing, architect or construction website forms, leads and CRM
CRM, Automation Specialist,Lead Management and Business Systems
About this Gig
Are website inquiries coming in, but your roofing, architecture or construction business still handles leads manually?
I can automate your website forms so new project inquiries are captured, organized and sent to the right place without relying on manual data entry.
I can connect your existing site form to your CRM, email, SMS, spreadsheet or other business tools and build a workflow around each new lead.
What I can help you set up:
- Roofing quote request forms
- Free estimate forms
- Construction project inquiry forms
- Architect consultation forms
- Contractor lead capture forms
- Web site contact forms
- Lead qualification forms
- New lead CRM entry
- Automatic lead notifications
- CRM contact creation
- Lead tagging and organization
- CRM pipeline entry
- Email notifications and follow-up
- SMS notifications and follow-up
- Web site CRM automation
- Website Google Sheets/Airtable
- Form Zapier/Make/n8n
- API and webhook integrations
- Lead routing workflows
- Existing form troubleshooting
- Existing CRM workflow fixes
Your form doesn't have to be just a contact form. It can collect the information your team needs to understand the project, qualify the inquiry and take the next step.
Message me now , thank you!
Software:
Workflow
FAQ
Can you create a roofing quote or estimate form?
Yes. I can create or automate forms designed to collect the information needed for roofing estimates, inspections or project inquiries.
Can you work with WordPress?
Yes. I can work with WordPress websites and supported form builders, including Elementor-based websites.
Can you connect the form to Google Sheets or Airtable?
Yes. New submissions can be sent to Google Sheets, Airtable or other supported platforms depending on the workflow.
Do you provide the CRM?
The gig focuses on building or connecting the workflow. If you already have a CRM, I can work with it. If you need a new CRM setup, message me first so we can determine the appropriate scope.
Can you fix my existing form automation?
Yes. I can troubleshoot issues such as missing submissions, incorrect field mapping, duplicate contacts, failed notifications or broken CRM workflows.
