ProLine Integration

Requirements

• Roof Quote PRO™ active subscription
• Proline account
• Admin user access

Overview

Automatically send your RoofQuote PRO™ lead data to your ProLine account through this direction integration.

Instructions

1. Login to your ProLine account.
2. In the top left hand corner, select the menu icon
   
   
   
3. Select Integrations from the menu
   
   
   
4. On the Integrations page, scroll down and click on the ProLine API
   
   
   
5. Click on the API Key field. This will automatically copy the API key to your system's clipboard.
   
   
   
6. Next, login to your RoofQuote PRO portal
7. Find the Settings (gear) icon and select Developer from the menu
8. On the ProLine integration tile and click 'Connect Account'
   
   
   
9. Paste in the copied ProLine API key
   
   
   
10. Click Connect
11. The accounts are now connected but you still need to configure your Integration Rules on Proline
12. Navigate back to the Integrations page on Proline and select RoofQuote PRO
    
    
13. Configure your Integration Rules.
    1. There are several parameters you are able to control so that leads come into ProLine as seamless as possible.
       1. Assigned Team Member
       2. Contact Campaign
       3. Project Stage
       4. Project Category
       5. Project Stage
       6. Project Category
       7. Project Type
       8. Project Services
       9. Project Tags
       10. Contact Type
       11. Lead Source
       12. Contact Tag
       13. Area Measurement Field
    2. Below is an example of a completed Integration ruleset
       
       
       
14. Once you all necessary fields are filled out, click Enable Integration
15. The integration is now live for both ProLine & RoofQuote PRO!
16. Test out the connection
    1. Create a new test lead using the Rep Quotes tool
    2. In your ProLine account, navigate to your Dashboard and look for the new lead
    3. Click on Project Details to confirm that the lead was assigned correctly