Google Sheets + Roofr
Create new Google Sheets rows from newly created Roofr leads
When a new lead is created in Roofr, this automation instantly adds that lead's details to the top of your Google Sheets spreadsheet. This solution ensures that you’ll always have an organized, up-to-date overview of your leads right where you need it, without the hassle of manual data entry.
When a new lead is created in Roofr, this automation instantly adds that lead's details to the top of your Google Sheets spreadsheet. This solution ensures that you’ll always have an organized, up-to-date overview of your leads right where you need it, without the hassle of manual data entry.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Spreadsheet Row at Top
Creates a new spreadsheet row at the top of a spreadsheet (after the header row).
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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
