Google Sheets + Roofr
Add new Roofr leads to Google Sheets rows effortlessly
When a new lead is captured in Roofr, save time and stay organized with this workflow that seamlessly updates your Google Sheets. Instead of manually adding new leads data, this automation directly inputs the information into your spreadsheet. It's an effective solution for maintaining an accurate and up-to-date lead tracking system, directly connecting your Roofr setup with Google Sheets.
When a new lead is captured in Roofr, save time and stay organized with this workflow that seamlessly updates your Google Sheets. Instead of manually adding new leads data, this automation directly inputs the information into your spreadsheet. It's an effective solution for maintaining an accurate and up-to-date lead tracking system, directly connecting your Roofr setup with Google Sheets.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
