Google Calendar + Roofr
Create detailed events in Google Calendar for new leads in Roofr
When a new lead emerges in your Roofr app, this workflow promptly schedules a detailed event in your Google Calendar. It ensures you always stay on top of your game, never missing an opportunity to engage with potential customers. This automation simplifies your lead management work by organizing your schedule efficiently.
When a new lead emerges in your Roofr app, this workflow promptly schedules a detailed event in your Google Calendar. It ensures you always stay on top of your game, never missing an opportunity to engage with potential customers. This automation simplifies your lead management work by organizing your schedule efficiently.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Detailed Event
Create an event by defining each field.
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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
