Zapier is an automation platform that can be used to create a webhook which connects to popular apps like SumoQuote, Facebook, CompanyCam, Acculynx, and many others.
Requirements
Zapier account (Starter tier or higher)
Roof Quote PRO™ active subscription
Overview
Automatically send your RoofQuote PRO™ lead data to other software applications, such as your CRM, through a simple webhook.
Reference: Webhooks Documentation
Instructions
Step 1 - Create a Trigger for your Webhook
In your Zapier account, create a new zap and search for the trigger called "Webhooks by Zapier"
Choose the Event type 'Catch Hook' and click continue
For trigger step, leave 'Pick off a Child Key' blank and click continue
It will generate a unique webhook URL, Copy this URL
Step 2 - Paste the webhook URL to your RoofQuote PRO Portal
Leave your Zapier page open
Open a new browser tab sign in to your RoofQuote PRO Portal
Go to the Developer tab, then to the Webhooks tab
Click the edit button at the bottom right of your screen
Make sure Contact Form Completed is selected for the Webhook Type
Paste the webhook URL you copied into the box next to "https://"
Then click Save
MAKE SURE your webhook URL does not contain an extra "https://" since it is already provided for the URL. This is a common mistake.
Step 3 - Create A Test Contact
Go to any website page your RQP tool is installed Or use Rep Quotes in your Portal
If using Rep Quotes, be sure the Add lead to dashboard toggle is turned on
Enter any address, click See My Price
Enter any contact info you choose (e.g. Test Lead)
Complete the submission by clicking "See My Price"
Step 4 - Test the Trigger in Zapier
Go back to your Zapier account page where you left off
Click the Test Trigger button
This will locate your Test Lead information created in Step 3
Click Continue
Congrats! You've Completed the Initial Setup 🎉
Once you've successfully set up your webhook trigger with a test lead, you're ready to connect any app or run automations supported by Zapier.
Create a Zapier Action
Search and select the application you want to send your Roof Quote Pro lead data to.
Choose one of these popular Actions to proceed with completing your webhook automation...
Send the lead to your CRM
Send the lead to your sales enablement platform
- SumoQuote
- SalesRabbit
- OneClick Code
Send the lead a text message
- Podium
- Chiirp
- RingCentral
PRO Tip: You can add multiple actions to a single zap to support your lead follow-up process. For example, you may want to first send the lead into to Acculynx, then immediately send an automated text message to the lead through ProLine, then create a new project in SumoQuote.
ZAPIER (Advanced)
It is possible to parse the raw JSON with Javascript using Zapier
Create a Webhook with Event type Catch Raw Hook
Test the webhook using your RoofQuote PRO™ Widget and see the request body
Create a Code By Zapier Action
Parse the JSON with Javascript and modify it as needed
Then assign it to the output variable
Add your next Zapier action, which will likely be a CRM integration
You will be able to access the properties you modified with the output variable