Use Roof Quote PRO™ webhooks to connect your ProLine CRM
Requirements:
ProLine Account account
Roof Quote PRO™ active subscription
Admin user access
Overview:
Automatically send your Roof Quote PRO™ lead data to your ProLine account through a simple webhook.
Instructions:
Step 1 - Login to ProLine and navigate to the Roof Quote PRO™ integration page
Step 2 - Copy the Roof Quote PRO webhook
Step 3 - Login to Roof Quote PRO and navigate to the webhooks tab of the developer page
Step 4 - Click the 'Edit' button on the bottom right of the webhooks page, make sure the webhook type is "Contact Form Completed", then paste the webhook in (). Click 'Save'
Step 5 - Return to ProLine and review the settings on the Roof Quote PRO integration page for new contacts and projects
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Make sure you've selected your Roof Quote PRO speed-to-lead campaign in the "Contact Campaign" field. If needed, create one (follow this guide)
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Select the stage where you want the projects to be added
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Select desired Category, Type, Services, and Tags for new Projects from Roof Quote PRO
Step 6: Enable Integration in ProLine
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Click the "Enable Integration" button at the bottom of the integration page
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You will see a green checkmark in the upper right of the integration page if it is enabled