Capture roofing leads into a master log for CEOs

Construction CEOs lose roofing leads in inboxes, causing missed follow-ups and stalled bids. New leads go straight to a master spreadsheet, so sales reps can follow up faster.

Overview

Roofing leads buried in inboxes cost bids and stall sales momentum for construction firms. This Zapier workflow captures every new roofing lead into a single master spreadsheet so leadership has one source of truth and sales reps follow up faster; teams report response times drop dramatically and manual data entry stops.

Notable Features

Log roofing leads to master sheet
Prevent duplicate entries before logging
Alert sales reps for timely follow-up