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Rooflink | Set Up

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Article Overview

In this article, we cover how to set up and configure the Rooflink Integration

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"

  • Next, click on "Custom Fields"

  • Now, create three custom fields. One API field and Two Dropdown Fields using the titles in the bullet list below
    • API Field Title: Rooflink Job ID
    • Dropdown Field Title: Rooflink Job Type
    • Dropdown Field Title: Rooflink Bid Type

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

  • In the Rooflink Job Type dropdown field, add the three options listed below
    • Commercial
    • Residential
    • Designer

  • Lastly, in 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.

Part 2: Form Creation

  1. Create a New Form. Make sure to import the following Lead fields. (See example 1)
    • First Name
    • Last Name
    • Phone
    • Email
    • Street Address
    • Apt/Suite
    • City
    • State
    • Postal Code
    • Notes
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.)   
While most fields are optional, it's recommended that you make certain fields that you want to ensure are included as required.

  1. Name the Form. 
  2. Turn on Custom Form Responses (see below examples)
  3. Click “Publish” and confirm.

Example 1

Example 2

Form_1.pngForm_2.png

 

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: Configuration

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

  • Log into SalesRabbit
  • On the left hand side, click on Integrations and select Market place

  • From there, scroll through the options until you find Rooflink and click into it
  • Once selected, click the red button on the right hand side that reads "Enable" to begin configuration

  • We first need to authenticate your Rooflink account
  • Click new authentication and Add the following listed below, then click 'Create' once done
    • Company Name
    • Company ID (from step 2)
    • Company Abbr (From step 2)
  • Once you authenticate, you can click 'Next' in the bottom right hand corner to move on

  • On the next page, you have a choice, you can either send your lead record from SalesRabbit to Rooflink based on your SalesRabbit status or a form submission.
      • NOTE: You will only be able to use one method or the other.
    • Lead Status Update: Send SalesRabbit lead data to ROOFLINK when a lead is changed to a status on the list of approved statuses you create.
    • Form Submission: Send SalesRabbit lead data to ROOFLINK when a form is submitted with the lead status on the list of approved statuses you create.

  • Once the above option is selected, scroll down to the Lead owner update toggle: Selecting this option will trigger an update to Rooflink when the SalesRabbit owner of a lead changes.
    NOTE: The lead owner must exist in both platforms with the same email for this to function

  • Lastly on this page is 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. (If 'Unique Notes' is unchecked, all SalesRabbit events will create a new note in ROOFLINK; even if it is the same note.)

  • Once you have determined your note settings, click 'Next' in the bottom right hand corner

Status Mapping

  • 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, then once done, click 'Next' in the bottom right hand corner 
    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.)

  • Next, match the Rooflink Value for Job Type to the correct Custom Field that we created in Part 1 of this article
  • Once done, Select your Default Job Type 
    • Job Type to Job Type

  • Now do the same for the Rooflink Value Bid Type. Match it to the correct Custom Field that we created in Part 1 of this article
  • Then again, choose a default Bid Type

  • Once done with that page, click 'Next' in the bottom right hand corner.
  • IF using Form Submission, select the form you wish to use to trigger the lead info from SalesRabbit into Rooflink.
  • Once done, click "Finish" in the bottom right hand corner.

Your Rooflink integration should now be live and allow you to push lead data from SalesRabbit into Rooflink to create Prospects! If you have any issues or problems please reach out to support or your CSM for help configuring this integration. 

 

More updates for this integration to come in the near future

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