Send instant quote leads automatically to your Leap account
Requirements
- Roof Quote PRO™ active subscription
- Leap account
- Admin user access
Overview
Automatically send your RoofQuote PRO™ lead data to Leap (Job Progress) account through this direct integration.
Instructions
- Login to your Leap account, go to Settings > Developer
- Click "Generate Token"
- Name your Access Token, e.g. 'ROOFLE'
- Click 'Copy to Clipboard' to copy the long string
- Connect your RoofQuote PRO account using your Leap Access Token
- Login to your RoofQuote PRO portal
- Find the Settings (gear) icon and select Developer from the menu
- Find the Leap integration and click 'Connect Account'
- 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 Leap
- Click 'Save' to complete the integration connection
- Test out the connection
- Create a new test lead using the Rep Quotes tool
- In your Leap 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