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      ProLine Integration: Send Your Roof Quote PRO™ Leads to ProLine Using Webhooks

      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

      • 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)

      • Select the stage where you want the projects to be added

      • Select desired Category, Type, Services, and Tags for new Projects from Roof Quote PRO

      Step 6: Enable Integration in ProLine

      • Click the "Enable Integration" button at the bottom of the integration page

      • You will see a green checkmark in the upper right of the integration page if it is enabled