DripJobs + Google Sheets
Create spreadsheets in Google Sheets when new on-site estimates are scheduled in DripJobs
Immediately document your DripJobs on-site estimate schedules directly to Google Sheets with this efficient workflow. Whenever an estimate gets scheduled in DripJobs, a new spreadsheet is created in Google Sheets, organizing your schedules all in one place for easy access and tracking. Let this automation save time on data entry and improve the management of your estimates.
Immediately document your DripJobs on-site estimate schedules directly to Google Sheets with this efficient workflow. Whenever an estimate gets scheduled in DripJobs, a new spreadsheet is created in Google Sheets, organizing your schedules all in one place for easy access and tracking. Let this automation save time on data entry and improve the management of your estimates.
- When this happens...On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItCustom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
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Card Label Changed
Triggers when a card label is changed
Try ItDeal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Viewed
Triggers when a proposal is viewed by customer
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