Rooflink is a roofing software and CRM (customer relationship management) solution for professional roofers. It's designed to help streamline business operations, improve communication, and increase productivity.
At a glance:
| Form Submission | Lead Status Auto-Submission | Custom Fields | Lead File Attachments | 2 Way Sync | User Assignment | Lead Status Update Post Submit | Connector |
|---|---|---|---|---|---|---|---|
| ✓ | ✓ | ✓ |
What does this integration do?
- Creates prospects in Rooflink from SalesRabbit via Lead Status Auto Submission OR Form Submission
- Eliminates duplicate data entry
- Assign a lead owner and Optional trigger on Lead Owner Updates
- Supports both Create and Update actions
- Optionally passes notes to Rooflink, with a unique note-checking feature to prevent duplicates
What data is transferred into Rooflink?
- First Name (Required)
- Last Name
- Phone
- Street Address
- Apt/Suite
- City
- State
- Postal Code
- Notes
- Lead Owner