SalesRabbit Integration

Connect your Roof Quote PRO™ account to your SalesRabbit app to seamlessly create instant quotes for any lead in your SalesRabbit account

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.

Instructions
How To Use The Integration

Instructions

1. Log into Sales Rabbit
2. Find the Integrations tab and select API
3. Generate a new API Token
   1. Click API Token Button 
   2. You will see a long text string. There is the option to rename it to help identify (e.g. "RQP")
4. Copy API Token
5. Login to Roof Quote PRO™ Pro Portal
6. Click the Settings icon and select Developer from the menu
7. On the Integrations page, find the SalesRabbit tile and select Connect Account
8. Paste the API Token and click Connect 
9. Go back to SalesRabbit, find to Settings tab > Connectors (located in Sales section)
10. Create a Connector
    1. Click Get Started (if it is your first connector)
    2. Set Connector Type as ‘Web Connector’
    3. Name it ‘Roof Quote Pro’
    4. Skip request headers step
    5. Enter the following URL:

       1. YOUR_WEBSITE?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}

       2. NOTE: replace YOUR_WEBSITE with the URL that contains the RoofQuotePRO widget
       3. 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}

    6. Set Connected to Lead as ‘Required’
    7. Set your desired Visibility (Organization wide or specific locations)
    8. Click Save
11. OPTIONAL: Create Custom Lead Fields
    1. Creating custom lead fields will push RQP data back to SalesRabbit
    2. In SalesRabbit, go to Settings > Custom Lead Fields
    3. Create the following Custom Lead Fields (found in tables below)

    4. Copy the text in the left column and paste it into a new custom text field in SalesRabbit. 

       1. Ensure the text matches exactly for custom fields. The internal values will show on the right side and should match the text in right column

Roof Data Fields

(Beta) Product Fields

These fields are only seen on the web app and the data will be displayed in a complex JSON format

(Optional) Contact Fields

These fields store contact info back in SalesRabbit, without overwriting main contact properties.

How To Use The Integration

1. Open your SalesRabbit app on your tablet or mobile device and go to Sales Hub
2. Pin a new lead or open an existing lead
3. At the top right, click the Connector icon, then select 'Roof Quote Pro'
   1. (This should be the name of the web connector you created in Step 10 of the setup)
4. A screen will launch of your website's Instant Quote tool, and the address will automatically be populated with the lead's address
5. Complete the instant quote flow
   1. If necessary, edit structures or change slope, then Click 'See My Price'
   2. Complete the form - enter the lead's contact information
   3. Click 'Show My Price'
      1. If this button is disabled, try re-typing one of the form fields
6. The instant quote will be generated for your lead.
   1. Click the call-to-action on any product to send the quote to their email.
   2. If you have Contractor Loan Pro enabled, click 'Get Pre-Qualified' to send the lead a text inviting them to apply for financing
7. OPTIONAL: Take a screenshot of the quote, go back to your SalesRabbit app and upload the screenshot to Files
8. After a minute or so, the lead's roof data and other custom fields will be synced back into SalesRabbit.