Create new Google Calendar events once new Roofr leads are generated
Increase your efficiency and never miss an important lead follow-up. With this workflow, every time a new lead is created in Roofr, an event is instantly added to your Google Calendar. This means no more time wasted manually entering details—it all happens in real time to keep your schedule on point. It's an excellent solution for roofing consultants keen on time-saving and effective lead management.
Increase your efficiency and never miss an important lead follow-up. With this workflow, every time a new lead is created in Roofr, an event is instantly added to your Google Calendar. This means no more time wasted manually entering details—it all happens in real time to keep your schedule on point. It's an excellent solution for roofing consultants keen on time-saving and effective lead management.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Quick Add Event
Triggers when an event is created.
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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
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired