Rooflink | Set Up – SalesRabbit Help Center

Article Overview

In this article, we cover how to set up and configure the Rooflink Integration and how to navigate the configuration wizard.

Note: Only users with administrative access can make changes to this section.

Note: This feature is available to Pro accounts or higher.

Part 1: Create Custom Fields

In this section, we show how to create the custom fields needed for this integration.

Go to the SalesRabbit Web App and Log in.
On the left hand side, click "Settings" -> "Custom Lead Fields".

Now, create three new custom lead fields. One API field and Two Dropdown Fields using the titles in the bullet list below:
- API Field Title: Rooflink Job ID
  - Note: This field will automatically fill with the Job ID in Rooflink when lead information is passed from SalesRabbit to Rooflink.
- Dropdown Field Title: Rooflink Job Type
- Dropdown Field Title: Rooflink Bid Type
  - Note: make sure there are no extra spaces at the beginning of the end of these name fields!

(Make sure that there are no spaces at the beginning or the end of these field names!)

- Under the "Rooflink Job Type" dropdown field, add the three options listed below
  - Commercial
  - Residential
  - Designer

- Under the "Rooflink Bid Type" dropdown field, add the four options listed below
  - Cash Bid
  - Insurance Bid
  - Repair
  - Finance

Then select "Publish" at the bottom right-hand corner to apply your changes.

Part 2: Form Creation

This part will cover how to create a form for form submission. Form submission is used to manually pass lead information from SalesRabbit to Rooflink.

In the configuration wizard, users have to option to enable form submission or lead status auto-submission. It's recommended to build this form in both scenarios.

Navigate to "Settings" -> "Form Builder" in the SalesRabbit Web App.

This page will display all other created/drafted forms. Note this page may be empty depending on the forms a user has created/drafted.
Select "+ New Form" in the upper right corner to begin building your form.

In the upper left corner, name the form. In the example below, we've named this form "Submit to Rooflink".
Rename the section to "Lead Information/Details".
On the left hand side, open the "Lead Fields" dropdown and click and drag the following lead fields on onto the form:
- Note: while most fields are optional, it's recommended that you make certain fields that you want to ensure are included as required.

Field Name	Field Type	Required/Optional	Description	Field Key
First Name	Lead Field - First Name	Required	First Name of customer	firstName
Last Name	Lead Field - Last Name	Optional	Last Name of customer	lastName
Phone	Lead Field - Phone	Optional	Phone of customer	phonePrimary
Email	Lead Field - Email	Optional	Email of customer	email
Street Address	Lead Field - Street Address	Optional	Street Address of customer	street1
Apt/Suite	Lead Field - Street 2	Optional	Street 2 of customer	street2
City	Lead Field - City	Optional	City of customer	city
State	Lead Field - State	Optional	State of customer	state
Postal Code	Lead Field - Postal Code	Optional	Postal Code of customer	postalCode
Notes	Lead Field - Notes	Optional	Notes about the customer	note
Rooflink Job ID	Lead Field - API	Optional	Reference ID for update or create of Rooflink Prospect	rooflinkJobID
Rooflink Job Type	Lead Field - Dropdown	Optional	Can be passed to indicate the Type of Job	rooflinkJobType
Rooflink Bid Type	Lead Field - Dropdown	Optional	Can be passed to indicate the Type of Bid	rooflinkBidType

(Note: Field API name MUST match the example provided.)

A completed form will look similar to this example:

Before publishing your new form, select the cogwheel icon in the upper left corner and enable "Custom Form Results".

Click "Publish" and confirm to apply your changes!

Part 3: Custom Authentication Service

In this section, we cover where to find and how to obtain authentication tools that we will be using to configure the integration in the final step

Log into your Rooflink Account
Click your User Icon in the Top Right Hand corner of the screen
From there, select "Profile & Settings"
Now, navigate to the Left Hand Side of the screen and locate "Integrate SalesRabbit" under your Company Settings

Once there, You will see Details about the SalesRabbit and Rooflink Integration. Write down or Copy and Save the two items listed below
- Company ID
- Company Abbr

(The Webhook Company ID and Company Abbr. have been removed from the screenshot above for security reasons)

Once these have been saved for future use, move on to Part 3 of the Set Up steps

Part 4: Rooflink Integration Configuration Wizard

In this section, we cover how to configure and finalize the Rooflink Integration.

Log into the SalesRabbit Web App.
On the left hand side, click on "Integrations" -> "Marketplace" -> select the "Rooflink" integration tile.

Navigate to "Configuration" -> click the red button on the right hand side that reads "Enable" to begin configuration.
- Note: Once you have completed the configuration for the first time, there will be a "Reconfigure" option on this page, allowing you to make changes to this configuration wizard.

First, authenticate your Rooflink account. For authentication, you'll need your Rooflink Company ID and Company Abbr.
- Note: There is a link on this page that will take you directly to that information if you have Rooflink login credentials.
Once you have that information, click "New Authentication"

Add the following information listed below, then click "Create".
- Company Name
- Company ID (from step 2)
- Company Abbr (From step 2)

A green checkmark notification will appear if the connection was successful. If it fails, check to see if there's an error to the company ID/abbr or if there are any additional spaces.
Once you authenticate, you can click "Next" in the bottom right hand corner to move on to the next page in the configuration.

Configuration Options Page:
- Lead Status Update or Form Submission Trigger.
  - Choose send lead information from SalesRabbit to Rooflink based on a SalesRabbit lead status or through form submission.
    - - Note: You will only be able to use one method or the other.
    - Lead Status Update: Send SalesRabbit lead information to Rooflink when a lead is changed to a status on the list of approved statuses you create.
    - Form Submission: Send SalesRabbit lead information to Rooflink when a form is submitted with the lead status on the list of approved statuses you create.

- Lead Owner Update Trigger
  - Selecting this option will trigger an update to Rooflink when the SalesRabbit lead owner changes.
    - Note: the lead owner must exist in both platforms with the same email for this to function.

- Notes
  - These options allow you to send or decline to send SalesRabbit lead notes to Rooflink. If you choose to send notes, you will also have the option of only sending unique notes or not.
    - Note: If "Unique Notes" is unchecked, all SalesRabbit events will create a new note in Rooflink; even if it is the same note.

- Click "Next" to continue to the next page.
Status Mapping Page:
- If using Lead Status Update: The integration will automatically send your lead record from SalesRabbit to Rooflink based on your SalesRabbit status. This will both create and update the Rooflink prospect.
- Select the statuse(s) that you wish to trigger this event from the dropdown.
  - Note: Leaving one status available to not send to Rooflink is recommended, but not required. Dropping a pin for a status that you send to Rooflink will immediately attempt to send the record which will fail due to the record missing a first name

(Your lead statuses will be different from the sample image.)

- Once done, click "Next" in the bottom right hand corner.
Rooflink Job Type & Bid Type Page:
- Job Type Field and Default Job Type
  - Under "SalesRabbit Custom Field" select the "Rooflink Job Type" field that was created in Part 1.
  - Choose a Default Job Type.

- Bid Type Field and Default Bid Type
  - Under "SalesRabbit Custom Field" select the "Rooflink Bid Type" field that was created in Part 1.
  - Choose a Default Bid Type.

- Once done, click "Next" in the bottom right hand corner.
Rooflink - SalesRabbit Webhook URL Page:
- To sync events from Rooflink into SalesRabbit/Amplify, paste the webhook URL found on this page into Rooflink.

- Follow the link on the page to the set up page and click "Add Webhook URL" button and paste this URL into that field.
Rooflink - Two-Way Sync to SalesRabbit Page:
- This page allows you to sync Rooflink Milestones to their SalesRabbit lead. The two-way sync works only after adding the webhook URL to Rooflink.
  - Note: Milestones will only sync if the Job in Rooflink has a SalesRabbit ID.
- SalesRabbit Status Mapping:
  - Manage the list of webhook events you want to sync back into SalesRabbit and the status the lead should be updated to in SalesRabbit.

- Custom Fields:
  - If you would like to use SalesRabbit custom fields to track the most recent Rooflink milestone and its timestamp, configure those in this section.

- Click "Next" to move onto the next page.
Rooflink Webhook List for Amplify Page:
- Select the "Use Standard Webhooks For Amplify" checkbox.

Select "Finish" to complete your Rooflink Integration and apply your changes.

Your Rooflink integration should now be live and allow you to push lead information from SalesRabbit to you Rooflink account. If you have any issues or problems, please reach out to SalesRabbit Support or your CSM for assistance.

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Rooflink | Set Up

Article Overview

Part 1: Create Custom Fields

Part 2: Form Creation

Part 3: Custom Authentication Service

Part 4: Rooflink Integration Configuration Wizard

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