Integrations Page
Log into your ProLine account.
Click the hamburger menu (☰) in the top-left corner.
Scroll down and select Integrations.
On the Integrations page, find and click into the box that says ProLine API Credentials.
Click on on the API Key and it will automatically copy the full code
This key will be required to authenticate ProLine within RQP.
Once copied, click the Go Back button on the top right corner to go back to the full integrations page
Now you are ready to open the RoofQuote PRO square to start integrations set up.
Step 1: Connect RoofQuote PRO to ProLine
Login to your Roof Quote PRO
Open the dashboard
From the navigation menu, go to the Developer Info page.
Click the Connect Account button under ProLine's logo
Enter your ProLine API key you copied earlier
Then click Connect**.**
Once authenticated, the systems will be linked, and you can begin configuring how leads transfer from RQP into ProLine.
Step 2: Configure Integrations Rules
Integration rules allow you to define what happens when a lead is created in RoofQuote Pro and sent into ProLine.
Assigned Team Member
You can choose to assign new leads to a specific team member
Contact Campaign
Select a campaign to automatically start when a lead is imported.
Recommendation: “RQP Lead Speed to Lead” campaign provided by ProLine.
Project Stage
Choose the stage you want the lead to automatically get moved to
Recommendation: Choose a stage that doesn’t have automatic stage triggers unless you want the campaign to start from that trigger instead of the integration settings.
Project Category
Choose the category you want the lead to automatically get assigned to
Project Type
Choose the type you want the lead to get automatically assigned with
Project Services
Choose the services you want the lead to automatically get assigned to
Can choose more than one
Project Tags
ProLine will automatically select “RoofQuote PRO” but can be removed and new tags could be chosen instead for all new leads to be assigned with
Contact Type (New Contacts Only)
This is preset to be “Customer” but can be something else if chosen.
This only applies to new contacts.
If the contact already exists in ProLine, no duplicate will be created, and the existing data will be preserved.
Lead Source (New Contact Only)
Won’t override the lead source for existing contacts.
Must be set for new contacts.
Contact Tag
Choose the Contact Tag you want to be automatically assigned to contacts coming in from RoofQuote Pro
Area Measurement Field
You can map the total area from the RQP instant estimate into any of your measurement fields in ProLine.
Typically, you’ll map “total area” to a “total area” field, but you can choose any field depending on your preferences
These options reflect what you've configured in your ProLine account and will vary based on your setup within company settings.
Once all rules have been selected you can now select the ENABLE INTEGRATION button at the bottom of the page.
Final Notes
Once your integration settings are saved, RoofQuote Pro leads will begin flowing into ProLine according to your defined rules. This setup ensures your team gets the most out of lead data from RoofQuote Pro while automating campaign outreach and organizing project information efficiently.