Send instant quote leads automatically to your JobNimbus account
Requirements:
JobNimbus account (Admin user)
RoofQuote PRO™ active subscription (Admin user)
Overview:
Automatically send your RoofQuote PRO™ lead data to JobNimbus account by directly integrating your accounts.
Instructions:
Step 1 - Create an API Key in your JobNimbus account
In your JobNimbus account, go to Settings > Developer
Step 2 - Connect your RoofQuote PRO account using your JobNimbus Access Token
Login to your RoofQuote PRO portal and go to Settings > Developer integrations tab
Find the JobNimbus integration and click 'Connect'
In the popup, Paste the API Token that you just copied
Click 'Save & Continue'
Select the 'Initial Workflow Stage' you want your leads to be entered in JobNimbus
Click 'Save' to complete the integration connection
Congrats! You've Successfully Integrated Your JobNimbus Account 🎉
Test it out
Create a new lead from Rep Quotes
In your JobNimbus account, find and open the new lead record...
- All contact information
- The lead will be in the stage that was configured when connecting your account
- Aerial image of the structures used for the instant quote
- PDF of the quote uploaded to docs
- Products and pricing shown in Job Notes
