Automation Platform Coming Soon
Zapier Integration for Remodeling Contractors
5h Saved / Wk
How it Works
1
New Lead in Facebook / Google Ads
A homeowner fills out a contact form on your website or social media.
2
Draft Estimate Auto-Created
Zapier sends the lead details to RemodelFin, automatically creating a new project and draft estimate shell.
3
Team Notified in Slack/Teams
Your estimator receives a push notification in Slack with the lead details and a link to the RemodelFin project.
4
Client Added to CRM
The lead is simultaneously added to your CRM (HubSpot, Salesforce, or Pipedrive) for long-term tracking.
Problems This Solves
✓
Stops leads from falling through the cracks ✓
Eliminates manual data entry between marketing and sales ✓
Ensures instant turnaround on lead engagement Technical Specifications
Authentication: Secure API Token validation via header credentials
Supported Triggers: New Estimate Created, Estimate Status Changed (Approved/Sent), Change Order Approved, Project Closed
Supported Actions: Create Draft Job, Create Customer Profile, Log Material Expense, Append Time Entry
Webhooks Support: Custom REST Hook subscriptions supported for instant real-time data syncs