Mid-Atlantic Roofing Supply CRM Zapier integrationAutomate Mid-Atlantic Roofing Supply CRM with Zapier.
The Mid-Atlantic Roofing Supply CRM Zapier integration has 0 triggers and 1 action. Another app starts the Zap, and the CRM receives a new contact with a project already attached, so a lead that comes in elsewhere is ready to work without retyping.
Beta app Zapier still marks this integration as beta.
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What the Mid-Atlantic Roofing Supply CRM Zapier integration does for you
Through it, your other tools feed this CRM, built for residential exterior remodeling and builder contractors. When something happens elsewhere, a form is sent or a lead arrives, Zapier creates a contact in the CRM and a project linked to that contact, in one step. The CRM never starts a Zap: it is always the place where the work lands.
Three results come out of this single action. No lead left in an inbox: Create Contact and Project turns a form response into a contact with a project already attached, so the job exists in the CRM before anyone calls back. One place for every source: the same action can sit behind your form tool, your spreadsheet or your lead tool, and each of them feeds the same CRM. A decision on financing made up front: the action asks, every time, whether the new contact should be invited to view your financing offers, so that choice is part of the setup rather than an afterthought.
The integration is small. Zapier lists it as a beta app, with a single visible operation. There is little to configure, which also means the rest of your flow has to be built around it.
What Zapier does not do here: the CRM has no trigger and no search step. A change in the CRM cannot start a Zap, and a Zap cannot look up or update an existing contact or project. If you need that, open our n8n vs Zapier comparison before you commit.
Zapier words in one minute
Six terms come back across this page. Here they are in plain words.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time that trigger event happens.
- Trigger
- The event that starts a Zap. This CRM has none, so the trigger always comes from another app, like a form or a sheet.
- Action
- What the Zap does once it has started: here, the step that creates a contact and its project in the CRM.
- Task
- The unit Zapier bills: one action that completes successfully. The monthly count on your plan is a count of these.
- Polling vs instant
- Polling: Zapier checks the starting app on a timer. Instant: that app calls Zapier the moment the event happens.
- Filter
- A step that lets the Zap carry on only when what arrived meets the condition you set, and stops it there otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action or a filter turns it into one, and it needs a paid plan.
What it really costs
The trigger of the other app never costs a thing, and neither do the checks Zapier runs to spot new items. You pay in tasks: each action that completes counts as one, and an action that does not go through is not counted.
- Free plan100 tasks a month, unlimited Zaps
- Steps per Zap on free2: one trigger, one action
- Premium appNo, works on the free plan
- Cost per new lead1 task for Create Contact and Project
The free plan gives 100 tasks a month and unlimited Zaps, each capped at two steps: one trigger, one action. A form response that becomes a contact and a project fits exactly, at one task per lead. Add a filter or a second action and the Zap turns multi-step, which needs a paid plan. The CRM is not a premium app. It has no trigger of its own, so the interval grid below only matters if the app that starts your Zap uses a polling trigger.
Connect your Mid-Atlantic Roofing Supply CRM account
- 01
Open Apps and add a connection
In your Zapier account, open the Apps page and click + Add connection. A connection is your account of an app linked to Zapier once, then reused by every step that uses the CRM.
- 02
Pick the CRM and confirm
Type Mid-Atlantic Roofing Supply CRM in the search box of the dialog, select it, then click Add connection. A new tab then opens where you sign in to the CRM.
- 03
Sign in and grant access
Sign in and grant Zapier access to the account. You need an account on the app, plus read or write access on anything you do not own yourself and want the Zap to touch.
Your first Zap: form leads into the CRM, team told
GoalEach new form response becomes a contact and a project in the CRM, then your team gets a message about it.
- 01
Pick the trigger
Create a Zap and choose your form tool with its new-response event as the trigger. Test it: Zapier brings back the three most recent items of the connected account, so you map on a real response.
- 02
Add the CRM action
Add Mid-Atlantic Roofing Supply CRM and Create Contact and Project. Map the first name, last name and phone number from the form; all three are required.
- 03
Answer the financing question
Set Would you like to invite this contact to view your financing offers? It is required, so decide once for this Zap whether new contacts get that invitation.
- 04
Test the CRM step
Run the step once and read what came back, then open the CRM to see the contact and its project. Fix any mapping before you go further.
- 05
Add the message and publish
Add your team chat as a final action, write the message with the form fields, test it, then click Publish. Two actions make it a multi-step Zap, on a paid plan.
Mid-Atlantic Roofing Supply CRM action
Mid-Atlantic Roofing Supply CRM gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Contact and Project
ActionIn Zapier“This creates a contact and a project that the contact will be connected to.”
Adds a new contact to the CRM and opens a project tied to that contact, in a single step of your Zap.
When it breaks
Zapier attaches no help article and no limit specific to this CRM, so the cases below are the ones every Zap meets, seen from the app that starts it.
Read them before you publish. If a Zap still stops, see our Zapier troubleshooting guide.
Nothing from before the Zap
A Zap only reacts to what happens after you switch it on. Leads that came in before are not sent to the CRM; moving that backlog is a separate job.A Zap that sets itself off
As a general precaution, a Zap that writes into the place its own trigger watches can start itself again and again, and burn through your tasks.A sudden bulk batch
When the starting app returns a huge batch at once, after a bulk import of leads or a migration, Zapier's flood protection can hold it back.The same item twice
If the starting app uses a polling trigger, Zapier keeps track of what it has already seen, so the same item does not start the Zap twice.
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