Google Drive + Roofr
Create a new Google Drive folder for every new lead created in Roofr
Organize your Roofr leads more effectively with this straightforward workflow. When a new lead is generated in Roofr, a corresponding folder will be created in Google Drive, allowing you to neatly store and manage all related documents and information. This integration between Roofr and Google Drive simplifies lead management, making it easier to keep track and follow up with potential clients.
Organize your Roofr leads more effectively with this straightforward workflow. When a new lead is generated in Roofr, a corresponding folder will be created in Google Drive, allowing you to neatly store and manage all related documents and information. This integration between Roofr and Google Drive simplifies lead management, making it easier to keep track and follow up with potential clients.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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
