Gmail + Roofr
Send emails in Gmail when proposals are viewed in Roofr
Boost your customer engagement promptly with this workflow. When a proposal is viewed within Roofr, it initiates an email via Gmail, helping you to stay on top of customer interactions and respond without delay. Enhance your business communication effectively using this automation.
Boost your customer engagement promptly with this workflow. When a proposal is viewed within Roofr, it initiates an email via Gmail, helping you to stay on top of customer interactions and respond without delay. Enhance your business communication effectively using this automation.
- When this happens...Proposal Viewed
Triggers when a proposal is viewed by a client.
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItProposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItProposal Sent
Triggers when a proposal is sent to a client.
Try ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItExternal job id
External customer id
First NameRequired
Last NameRequired
Phone
Email
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
