Connect your Roof Quote PRO™ account to your SalesRabbit app to seamlessly get instant quotes for any lead in your Sales
Requirements:
Roof Quote PRO™ active subscription
SalesRabbit subscription and app
Admin user access for setting up integration
Overview
Measurement Reports can be ordered manually from your Roof Quote PRO portal by any user or automatically from your website’s instant quote tool by the homeowner requesting a final proposal.
Integration Setup Process
How To Use The Integration
Integration Setup Process
Step 1 - Log into Sales Rabbit, go to Integrations tab > API
Step 2 - Generate a new API Token
Click API Token Button, you will see a long text string.
(Optional) You can rename it to help identify, e.g. RQP
Step 3 - Copy API Token, login to Roof Quote PRO™ Pro Portal, go to Developer Info Tab >
Integrations
Click ‘Edit’, enable the SalesRabbit integration
Paste the API Token and click ‘Save Changes’
Step 4 - Go back to SalesRabbit, go to Settings tab > Connectors (located in Sales section)
Create a Connector
Click Get Started (if it is your first connector)
Set Connector Type as ‘Web Connector’
Name it ‘Roof Quote Pro’
Skip request headers step
Enter the following URL, replacing the first part before the “?” with your website address that contains RoofQuotePRO:
{yourwebsite}?sr=1&leadId={lead.leadId}&street1={lead.street1}&city={lead.city}&state={lead.state}&postalCode={lead.postalCode}&firstName={lead.firstName}&lastName={lead.lastName}&phone={lead.phonePrimary}&email={lead.email}
Example:
https://offers.roofle.com/rqp?sr=1&leadId={lead.leadId}&street1={lead.street1}&city={lead.city}&state={lead.state}&postalCode={lead.postalCode}&firstName={lead.firstName}&lastName={lead.lastName}&phone={lead.phonePrimary}&email={lead.email}
Set connected to lead as ‘Required’
Set your desired Visibility (Organization wide or specific locations)
Click Save
Step 5 (Optional) - In SalesRabbit, go to Settings > Custom Lead Fields
Creating custom lead fields for will push RQP data back to SalesRabbit
Create the following Custom Lead Fields
Copy the text to the left of each arrow -> below and paste into a new custom text field in SalesRabbit.
IMPORTANT - Make sure the text matches exactly for custom fields, the internal values will show on the right side and should match the text to the right of each arrow -> shown below
Roof Data Fields
Total Square Feet -> totalSquareFeet
Total Initial Square Feet -> totalInitialSquareFeet
Main Roof Total Square Feet -> mainRoofTotalSquareFeet
Number Of Structures -> numberOfStructures
Number Of Included Structures -> numberOfIncludedStructures
Market -> market
(Beta) Product Fields - only seen on web app and the data will be displayed in a complex JSON format
Structures -> structures
Products -> products
Sent Products -> sentProducts
(Optional) Contact Fields - store contact info back in SalesRabbit, without overwriting main contact properties
First Name -> firstName
Last Name -> lastName
Phone -> phone
Email -> email
Address -> address
How To Use The Integration
Step 1 - Open your SalesRabbit app on your tablet or mobile device and go to Sales Hub
Step 2 - Pin a new lead or open an existing lead
Step 3 - At the top right, click the Connector icon, then select 'Roof Quote Pro'
(this should have been the name of the web connector you created in Step 4 during setup)
A screen will launch of your website's Instant Quote tool, and the address will automatically be populated with the lead's address
Step 4 - Complete the instant quote flow
If necessary, edit structures or change slope, then Click 'See My Price'
Complete the form - enter the lead's contact information
PRO TIP - Enter the lead's contact info directly in SalesRabbit (name, phone, email) prior to launching the instant quote tool. This will populate the instant quote contact form with the lead's information.
Click 'Show My Price'
If this button is disabled, try re-typing one of the form fields
The instant quote will be generated for your lead
Click the call-to-action on any product to send the quote to their email
If you have Contractor Loan Pro enabled, click 'Get Pre-Qualified' to send the lead a text inviting them to apply for financing
(Optional) Take a screenshot of the quote, go back to your SalesRabbit app and upload the screenshot to Files
After a minute or so, the lead's roof data and other custom fields will be synced back into SalesRabbit
PRO Tip - Setup webhooks in your Roof Quote PRO portal to send your lead information to additional apps (like your CRM) after the instant quote is generated. Read How to properly set up Zapier integration to use Roof Quote PRO™ webhooks