Add new Roofr leads to Microsoft Excel rows instantly for efficient tracking
When a new lead is created in Roofr, this workflow seamlessly adds a row in your Microsoft Excel spreadsheet. This system optimizes your data management by ensuring all information related to your leads is efficiently stored in Excel, reducing manual entry and potential errors, while increasing productivity. This streamlined operation allows you to focus on more crucial business tasks.
- When this happens...Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
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More things you can do with Roofr and Microsoft Excel
Discover other triggers and actions you can use with Roofr and Microsoft Excel
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerInstant - External job id
- External customer id
- Job name
- First_nameRequired
- Last_nameRequired
- Phone
- Email
- Job owner
- Job assignees
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
ActionWrite






