Hubspot Integration: Send Your Roof Quote PRO™ Leads to Hubspot through Zapier

Use Roof Quote PRO webhooks to create new leads or update existing leads in your Hubspot account


Hubspot account
Zapier account (Starter tier or higher)
Roof Quote PRO™ active subscription


Automatically send your Roof Quote PRO™ lead data to your Hubspot account through a simple webhook.

First complete the initial setup covered in this article:

How to properly set up Zapier integration using webhooks


Step 1 - Connect your Hubspot Account to Zapier

In your Zapier account, go to your My Apps and click "Add connection." Search for and click Hubspot.

Zapier Hubspot Connection

A sign in window will pop up - sign into your Hubspot account to authenticate the connection.

Step 2 - Add a Hubspot Action to your existing Zap

After you have completed the initial setup of creating a zap with a webhook trigger, you will add a Hubspot action and choose the event "Create or Update Contact In Hubspot" and click Continue.

Zapier Hubspot Action

Step 3 - Confirm Hubspot Account

Confirm your Hubspot Account is selected and click Continue.

Zapier Hubspot Account

Step 4 - Match data to your Hubspot Properties

Fill in each Hubspot contact property using the data from your test lead created during the webhook Trigger step in your initial setup.

Zapier Hubspot Data Matching


To simplify the process, add all of the Roof Quote Pro structure, products, and pricing data into a single contact multi-line text property instead of creating individual properties for each piece of data. It is still recommended to match basic contact info to individual fields.


Zapier Hubspot RQP Data

You may not have existing Hubspot contact properties to match the Roof Quote Pro data to. Create new contact properties in Hubspot for any data you wish to push over, then click Refresh Fields button at the bottom of your Zapier Action to make these properties available to for data matching.

Zapier Hubspot Action Refresh Fields

The following data is available from the Roof Quote Pro lead to match to your Hubspot properties.

Contact Info

  • First Name
  • Last Name
  • Email
  • Phone
  • Full Address
  • Street Address
  • City
  • State
  • Zip
  • Market

Structure Info

  • Total Square Feet
    The final square feet total used to calculate the quote.
  • Structures Square Feet
    The final square feet after edits to roof shapes for every roof structure on the property, each structure sqft separated by a comma.
  • Structures Is Included
    true = included in quote, false = not included in quote, in the same order of the Structures Square Feet.
  • Structures Initial Square Feet
    The original square feet detected by Roof Quote Pro for every roof structure on the property, each structure separated by a comma.
  • Structures Slope
    The slope selected for each roof structure on the property.
    Slope Multipliers:
    Flat = 1.0
    Low = 1.055 (4/12 pitch)
    Medium = 1.16 (7/12 pitch)
    Steep = 1.305 (10/12 pitch)
  • Main Roof Total Square Feet
    The final square feet of the main roof after edits to it shape
  • Number of Structures
    The number of roof structures detected on the property including any added by user
  • Number of Structures Included
    The number of roof structures included in the quote
  • Structure Names
    The names of each structure detected on the property including any added by user

Product Info

  • Product Names
  • Products Price Info Total
  • Products Price Info Monthly
  • Products Price Info Price Per Square
  • Products Price Info Type (Basic Financing or Contractor Loan Pro)
  • Products Price Info Merchant Fee Avg (If using Contractor Loan Pro and merchant fee is factored in)

Conversion Info

  • External Url (which webpage the user converted on)
  • Session Id (unique value assigned to user session)

Step 5 - Test Action and Turn On Zap

Once you're finished matching the data to Hubspot property fields in step 4, continue to Test. Click the Test Action button to send your test contact data to your Hubspot account. After a successful test, turn your Zap on by clicking Publish or Publish Zap button.

Zapier Hubspot Publish Zap

Congratulations! You successful integrated Roof Quote Pro to your Hubspot CRM.


Additional Tips & Tricks

Add your RQP data to your contact left sidebar view

Go to your Hubspot settings > objects > contacts > record customization (tab)

Click Customize the left sidebar, then edit default view. You can either add your new RQP property info to "About this contact" section or create a new section specifically for RQP. You can arrange the order you'd like to see the data by dragging the properties after they are added to a section. Once you have added the properties to your sidebar view where you'd like them, click Save.

Hubspot Custom Sidebar

Enroll your new contact in a workflow

Go to Automation > Workflows and create a new workflow from scratch. Choose Contact-based and start with a blank workflow. Name the workflow what you wish. Click set up triggers, then contact properties and find one of your new RQP data contact properties. Trigger workflow when that property "is known". Click save. Complete the workflow by add any actions you wish to automate after an RQP contact is created in Hubspot. Then review and publish.

Hubspot RQP Workflow

Some examples of actions you can do:

  • Send a text message to contact
  • Auto-assign the contact to a member of your team and send them an email
  • Add the contact to a list for retargeting
  • Create a task to follow up with contact
  • Set additional properties on the record

Learn more info on Hubspot workflows