1.Monitor new form response
Integrate Google Forms and form capture tools to read new form response details and trigger lead processing.
Create booked estimate and lead record from forms
Automatically monitor new form responses in Google Forms across lead capture and address verification workflows. Create booked estimate and lead records by geocoding details and sending SMS confirmationsβso you can route work, update owners, and notify sales without manual data entry.
How this automation creates booked estimates fast
When a new appointment form response arrives, submissions can sit idle and sales may lose time. This automation finds or creates the right owner, creates project and job records, and sends an SMS confirmationβso your team can act immediately.
Google Formsor swap with your favorite app
2.Find or create rep owner
Integrate Zapier Tables and CRM lookup tools to match by respondent email or phone and return the configured owner identifier.
Zapier Tablesor swap with your favorite app
3.Create project record
Integrate CompanyCam and address tools to map contact, phone, and geocoded components and create a project with an external identifier.
CompanyCamor swap with your favorite app
4.Create job and customer
Integrate Roofr and customer record tools to create the customer and job using mapped phone, name, and address components.
Roofror swap with your favorite app
5.Send SMS confirmation
Integrate Twilio and messaging tools to format the appointment date and verified address and send a confirmation SMS.
Twilioor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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