Record lost proposals in Roofr to a new row in Google Sheets
Effectively track your lost proposals in Roofr by creating a seamless workflow with Google Sheets. When a proposal is lost in Roofr, this automation immediately adds a new row in your chosen Google Sheets document. This smooth process ensures you have a well-documented record of lost proposals, enabling you to analyze trends and make data-driven decisions effectively. This simple but powerful workflow saves you valuable time and means you stay updated, without constantly switching between apps.
- When this happens...Proposal LostTriggers when a proposal is moved to lost by a user.
- 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 - 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
- Job Workflow Stage Changed
Triggers when a job moves to a different workflow stage.
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
Related Zap Templates
- Create new Roofr jobs and customers from new or updated rows in Google Sheets
- Create new Roofr jobs and customers from new Google Sheets rows
- Create spreadsheet rows in Google Sheets for new proposals sent in Roofr
- Add new Roofr leads to Google Sheets rows effortlessly
- 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
- Create multiple rows in Google Sheets every time a new lead is created in Roofr
- Create Google Sheets entries for signed proposals in Roofr
- Create new Google Sheets rows from newly created Roofr leads
- Create spreadsheet rows in Google Sheets for every new signed proposal in Roofr
- Create new rows in Google Sheets for every Roofr report ordered
- Create Google Sheets rows for new viewed Roofr proposals






