Create CRM leads from ad campaign form fills

When a new lead is captured from an ad in Yelp Conversions, automatically create a contact record and open a deal in Roofr.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Yelp Conversions Explore Yelp Conversions →

Triggers

New lead from an ad

Fires when a new lead comes in from an ad campaign in Yelp Conversions.

Conversion event received

Fires when Yelp Conversions records a conversion or offline event.

Campaign published

Fires when a new ad or campaign goes live in Yelp Conversions.

Actions

Send a conversion event

Sends an offline or server-side conversion event to Yelp Conversions.

Add contact to an audience

Adds a contact to a custom audience or customer list in Yelp Conversions.

Remove contact from an audience

Removes a contact from a custom audience in Yelp Conversions.

Roofr Explore Roofr →

Triggers

New contact or lead

Fires when a new contact or lead is added to Roofr.

Contact updated

Fires when a field on a contact changes in Roofr.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Roofr.

Deal won

Fires when a deal is marked won in Roofr.

Actions

Create or update contact

Creates or updates a contact in Roofr.

Create deal

Creates a new deal in Roofr.

Update record stage

Moves a deal or record to a new stage in Roofr.

Log activity

Logs a call, email, or note against a record in Roofr.

Send offline conversion events when deals are won When a deal is marked won in Roofr, automatically send a conversion event to Yelp Conversions to optimize ad algorithm bidding. See details

Remove converted leads from ad targeting audiences When a contact is updated or moves through the sales funnel in Roofr, automatically remove them from retargeting audiences in Yelp Conversions. See details

See all Yelp Conversions + Roofr integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create CRM leads from ad campaign form fills” between Yelp Conversions and Roofr?

Yes — describe it in the box above and Knit's Integrations Agent researches Yelp Conversions and Roofr's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How quickly do ad leads reach sales reps in Roofr?

Leads captured from ad campaigns in Yelp Conversions instantly generate new deal or contact records in Roofr for immediate follow-up.

Can CRM updates help improve advertising targeting?

Yes, when deals are won in Roofr, conversion events or custom audiences can be automatically updated in Yelp Conversions to optimize ad targeting.