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Google Drive + Roofr

Google Drive + Roofr

Google Drive + Roofr integrations

Create a new Google Drive folder for every new lead created in Roofr

Organize your Roofr leads more effectively with this straightforward workflow. When a new lead is generated in Roofr, a corresponding folder will be created in Google Drive, allowing you to neatly store and manage all related documents and information. This integration between Roofr and Google Drive simplifies lead management, making it easier to keep track and follow up with potential clients.

  1. When this happens...
    Roofr Lead Created
    Roofr Lead Created
    Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
  2. automatically do this!
    Create Folder
    Create Folder
    Create FolderTriggers when a new folder is added directly to a specific folder (but not its subfolders).
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More things you can do with Roofr and Google Drive

Discover other triggers and actions you can use with Roofr and Google Drive

  • Roofr triggers, actions, and search
    Roofr Lead Created

    Triggers when a new lead is submitted via a Roofr Instant Estimator.

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    Proposal Lost

    Triggers when a proposal is moved to lost by a user.

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Roofr Report Ordered

    Triggers when a Roofr report is ordered from a Job record.

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    Proposal Total Adjusted

    Triggers when a marked as won proposal has its total adjusted.

    Trigger
    Instant
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    • External job id
    • External customer id
    • Job name
    • First_name
      Required
    • Last_name
      Required
    • Phone
    • Email
    • Job owner
    • Job assignees
    • Address
      Required
    • City
      Required
    • Province/State
      Required
    • Zip/Postal Code
      Required
    • Country
      Required
    Action
    Write
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About Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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About Roofr
Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
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Related Zap Templates

  • Create new Google Drive folders for every new lead in Roofr

 

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