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
Find the Integrations tab and select API
Generate a new API Token
Click API Token Button
You will see a long text string. There is the option to rename it to help identify (e.g. "RQP")
Copy API Token
Login to Roof Quote PRO™ Pro Portal
Click the Settings icon and select Developer from the menu
On the Integrations page, find the SalesRabbit tile and select Connect Account
Paste the API Token and click Connect
Go back to SalesRabbit, find 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:
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}NOTE: replace YOUR_WEBSITE with the URL that contains the RoofQuotePRO widget
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
OPTIONAL: Create Custom Lead Fields
Creating custom lead fields will push RQP data back to SalesRabbit
In SalesRabbit, go to Settings > Custom Lead Fields
Create the following Custom Lead Fields (found in tables below)
Copy the text in the left column and paste it into a new custom text field in SalesRabbit.
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
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
These fields are only seen on the web app and the data will be displayed in a complex JSON format
Structures | structures |
Products | products |
Sent Products | sentProducts |
(Optional) Contact Fields
These fields store contact info back in SalesRabbit, without overwriting main contact properties.
First Name | firstName |
Last Name | lastName |
Phone | phone |
Address | address |
How To Use The Integration
Open your SalesRabbit app on your tablet or mobile device and go to Sales Hub
Pin a new lead or open an existing lead
At the top right, click the Connector icon, then select 'Roof Quote Pro'
(This should be the name of the web connector you created in Step 10 of the setup)
A screen will launch of your website's Instant Quote tool, and the address will automatically be populated with the lead's address
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
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: 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.
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.