DripJobs + Google Sheets
Create spreadsheets in Google Sheets when new on-site estimates are scheduled in DripJobs
Immediately document your DripJobs on-site estimate schedules directly to Google Sheets with this efficient workflow. Whenever an estimate gets scheduled in DripJobs, a new spreadsheet is created in Google Sheets, organizing your schedules all in one place for easy access and tracking. Let this automation save time on data entry and improve the management of your estimates.
Immediately document your DripJobs on-site estimate schedules directly to Google Sheets with this efficient workflow. Whenever an estimate gets scheduled in DripJobs, a new spreadsheet is created in Google Sheets, organizing your schedules all in one place for easy access and tracking. Let this automation save time on data entry and improve the management of your estimates.
- When this happens...On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
- automatically do this!Create Spreadsheet
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Job Address
Job City
Job State
Job Zip
Notes
Drip Sequence
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try It
Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
Assign To
Send Email Reminders
Send Sms Reminders
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try It
