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Murphy's Roofing Supply CRM Zapier integrationAutomate Murphy's Roofing Supply CRM with Zapier.

Murphy's Roofing Supply CRM Zapier integration: 0 triggers, 1 action, 0 searches. That single action, Create Contact and Project, files a new contact and the project tied to it. The Zap therefore starts in another app and hands the details over.

See the 1 operations

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Overview

What the Murphy's Roofing Supply CRM Zapier integration does for you

Murphy's Roofing Supply CRM is a CRM built for residential exterior remodeling and builder contractors. Hooked up to Zapier, it receives new people from your other tools: each time something happens elsewhere, Zapier writes a contact and a project into the CRM, so nobody retypes a name and a phone number.

Three results come out of the one action, Create Contact and Project. First, a contact record with a first name, a last name and a phone number, three of the fields the action marks as required. Second, a project created at the same time and already attached to that contact, so the lead lands with somewhere to put the work. Third, a required question that comes with every record, labelled Would you like to invite this contact to view your financing offers?, which the step will not run without.

Say your website runs a form. Each new entry becomes a contact plus a project in the CRM, with the phone number copied over and the required financing question filled in.

Now what Zapier does not do here. The app offers no trigger, so nothing that happens inside the CRM can start a Zap. There is no search either, so a Zap cannot look anything up in the CRM. And there is no update action, so changing a contact means opening the CRM yourself. If those gaps matter, our n8n vs Zapier comparison is a reasonable next read.

Vocabulary

Zapier words, in plain English

The page uses a handful of Zapier terms. Here they are once, so the rest reads easily.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it. Here it always comes from another app.
Action
What the Zap does after it starts: the step that writes or sends something for you, such as Create Contact and Project.
Task
The unit Zapier bills: one action your Zap completes successfully. Your plan's allowance is a count of those.
Polling vs instant trigger
A polling trigger is checked by Zapier on a timer. An instant trigger is reported by the app itself the moment the event happens.
Filter
A step that lets the Zap continue only when the incoming data meets your condition, and stops it otherwise.
Connection
Your account of an app linked to Zapier once, then reused by every step that uses that app.
Cost

What a Murphy's Roofing Supply CRM Zap really costs

Murphy's Roofing Supply CRM is not reserved for paid plans: it works on the free plan.

  • Tasks on the free plan100 per month
  • Steps per Zap on the free plan2 (one trigger, one action)
  • Cost of one Create Contact and Project1 task when it succeeds
  • Paid plan requiredNo

The trigger never costs a task, and neither does Zapier checking for new data. Each successful Create Contact and Project counts as one task; an action that fails is not counted. The free plan gives 100 tasks a month, as many Zaps as you like, and a polling check every 15 minutes, but each Zap stops at two steps: one trigger, one action. Add a filter or a second action and it becomes a multi-step Zap, which needs a paid plan. The grid below sets how often a polling trigger in your other app is checked; this app has no trigger of its own.

Connect

Connect Murphy's Roofing Supply CRM to Zapier in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. You need an account on the CRM, plus read or write access on anything you do not own yourself and want the Zap to touch.

  2. 02

    Pick the app

    In the dialog, type Murphy's Roofing Supply CRM, select it in the results, then click Add connection. A new browser tab opens so you can sign in to the CRM.

  3. 03

    Sign in and grant access

    Sign in to Murphy's Roofing Supply CRM in that tab and grant Zapier access to the account. From then on, every Zap step that uses the CRM reuses this connection.

First Zap

Your first Zap: a form entry becomes a contact and a project

GoalEach new entry from your website form creates a contact and a linked project in Murphy's Roofing Supply CRM, only when a phone number came in.

  1. 01

    Build the Zap

    Create a new Zap and pick your form tool as the trigger app, with its new-entry event. Connect the account and keep going.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent entries of the connected account, so you map fields on a real one instead of guessing.

  3. 03

    Add the filter

    Add a Filter from the plus icon and set its three boxes: the phone field, a rule, a value. This step needs a paid plan, because it makes the Zap multi-step.

  4. 04

    Add the CRM action

    Choose Murphy's Roofing Supply CRM, then Create Contact and Project. Map first name, last name and phone, and answer the financing question.

  5. 05

    Test, then publish

    Test the action once and read what came back in the CRM. If the contact and its project look right, click Publish to switch the Zap on.

Actions

The Murphy's Roofing Supply CRM action

Murphy's 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.

1

Create Contact and Project

Action

In Zapier“This creates a contact and a project that the contact will be connected to.”

Writes a new contact into the CRM and opens a project already tied to that person, in one step and for one task.

When to use it
every time a lead reaches you through another tool and should become workable in the CRM without retyping.
Watch out
first name, last name, phone number and the financing-offers question are all required, so check at the test that each one is mapped to a real value.
When it breaks

When the Murphy's Roofing Supply CRM Zap breaks

Zapier attaches no help article to this app, and no app-specific limit is on record. What can go wrong comes from how every Zap works.

Four cases are worth knowing before you publish. If one of them shows up, see our Zapier troubleshooting guide.

  • Old leads are not imported

    A Zap only reacts to what happens after you switch it on. Entries that already existed stay where they are; moving that backlog is a separate job.

  • A Zap that feeds itself

    As a general precaution: a Zap that writes into the very place its own trigger watches can set itself off again and again, and the task count climbs fast.

  • A sudden flood of entries

    If the trigger app suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold those runs back.

  • The same entry twice

    On a polling trigger, Zapier keeps track of what it has already seen, so the same item does not start the Zap twice.
Need help

Need help automating Murphy's Roofing Supply CRM with Zapier?

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FAQ

Murphy's Roofing Supply CRM Zapier integration: questions

01Is the Murphy's Roofing Supply CRM Zapier integration free?
Yes, it runs on the free plan, because Zapier does not reserve this app for paid plans. The free plan gives you 100 tasks a month, an unlimited number of Zaps, and polling every 15 minutes. The catch is the shape of each Zap: two steps only, one trigger and one action. A Zap made of your form tool plus Create Contact and Project fits exactly. Add a filter, a second action or a search and the Zap becomes multi-step, which needs a paid plan.
02How many tasks does each new contact use?
One task per successful Create Contact and Project, even though it writes both a contact and a project. The trigger in your other app costs nothing, and neither does Zapier checking that app for new data, however often it looks. An action that fails is not counted against the plan. On a paid plan, every extra action in the same Zap counts on its own, so a Zap with three actions uses three tasks per run instead of one.
03Does it work in real time?
That depends on the app that starts the Zap, not on Murphy's Roofing Supply CRM, which has no trigger of its own. If that app offers an instant trigger, it reports each event to Zapier straight away, whatever your plan. If its trigger is a polling one, Zapier checks it on a timer: every 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise. The app page on Zapier shows the type of each trigger, and an instant one carries a lightning bolt in the editor.
04What does it take to connect the account?
An account on Murphy's Roofing Supply CRM, plus read or write access on anything you do not own yourself and want the Zap to touch. The connection is made once from the Apps page of your Zapier account with + Add connection: pick the app, sign in to it in the tab that opens, and grant Zapier access. Every later step that uses the CRM reuses that same connection, so there is nothing to repeat when you build a second Zap.
05Why does Create Contact and Project need so many fields?
Because four of its fields are marked as required: a first name, a last name, a phone number, and an answer to the question about inviting the contact to view your financing offers. Before publishing, make sure the app that starts the Zap actually collects each of them, and map them one by one. If some entries arrive without a phone number, make the field mandatory at the source, or add a filter that lets only complete entries continue, keeping in mind that a filter needs a paid plan. Check what happens on a test.
06What if the operation you need is not there?
Then Zapier cannot do it with this app today. The app page of Murphy's Roofing Supply CRM on Zapier shows the current list of operations, and at the time of writing it holds one action and nothing else: no trigger, no search, no update. A Zap can still start from another tool and write into the CRM. Anything that has to start from an event inside the CRM, or read data back out of it, stays outside what Zapier offers here.
07Zapier, Make or n8n for Murphy's Roofing Supply CRM?
Decide by criteria rather than by brand. First, the catalog: on Zapier this app offers one action, so check whether the other tool lists the app at all before comparing anything else. Second, the shape of your flow: a two-step Zap fits the free plan, while a filter or extra steps call for a paid one. Third, who maintains it. Weigh how many steps each run needs against the plan it puts you on, then test the same small flow before committing.
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