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 this happens...Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Detailed EventCreate an event by defining each field.
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More things you can do with Roofr and Google Calendar
Discover other triggers and actions you can use with Roofr and Google Calendar
- 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.
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