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