Add new Roofr leads to Google Sheets rows effortlessly
When a new lead is captured in Roofr, save time and stay organized with this workflow that seamlessly updates your Google Sheets. Instead of manually adding new leads data, this automation directly inputs the information into your spreadsheet. It's an effective solution for maintaining an accurate and up-to-date lead tracking system, directly connecting your Roofr setup with Google Sheets.
- When this happens...Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Roofr and Google Sheets
Discover other triggers and actions you can use with Roofr and Google Sheets
- 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
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- Adjust proposal totals in Roofr and create new rows in Google Sheets instantly
- Create new Roofr jobs and customers from new Google Sheets rows in team drive






