Create conversion events for properties in Google Analytics 4 when new proposals are sent in Roofr
Keep track of proposal activities in Roofr and impact on property conversions via Google Analytics 4 efficiently with this workflow. Every time a proposal is sent in Roofr, it instantly triggers the creation of a conversion event for a property in Google Analytics 4. Make the most of your data and tailor your strategies based on real-time insights provided by this streamlined process.
Keep track of proposal activities in Roofr and impact on property conversions via Google Analytics 4 efficiently with this workflow. Every time a proposal is sent in Roofr, it instantly triggers the creation of a conversion event for a property in Google Analytics 4. Make the most of your data and tailor your strategies based on real-time insights provided by this streamlined process.
- When this happens...Proposal Sent
Triggers when a proposal is sent to a client.
- automatically do this!Create Conversion Event for a Property
Creates a new Conversion Event for a Property.
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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
Job owner
Job assignees
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired

