Google Sheets + Roofr
Create multiple rows in Google Sheets every time a new lead is created in Roofr
Easily keep track of new leads within your Roofr and Google Sheets workflow. With this setup, each time a new lead is created in Roofr, corresponding rows are instantly added within your selected Google Sheets spreadsheet. This automation ensures your lead information stays organized and accessible, without the need to manually input data. Maximize productivity and boost lead management with this streamlined process.
Easily keep track of new leads within your Roofr and Google Sheets workflow. With this setup, each time a new lead is created in Roofr, corresponding rows are instantly added within your selected Google Sheets spreadsheet. This automation ensures your lead information stays organized and accessible, without the need to manually input data. Maximize productivity and boost lead management with this streamlined process.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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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
