Step 1: Navigate to the Roof Quote Pro integration page in ProLine.
Step 2: Copy the Roof Quote PRO webhook.
Step 3: Open the Roof Quote PRO dashboard and navigate to the webhooks tab of the developer page.
Step 4: Edit the webhooks page (button in the lower right), paste the webhook in (making sure the webhook type is "Contact Form Completed"), then save the page.
Step 5: Return to ProLine and review the settings on the Roof Quote Pro integration page for new contacts and projects.
Make sure you've selected your Roof Quote PRO speed-to-lead campaign in the "Contact Campaign" field. Create one if you need to by following this guide.
Select the stage where you want the projects to be added.
Select desired Category, Type, Services, and Tags for new Projects from Roof Quote PRO.
Step 6: Enable Integration in ProLine
Click the "Enable Integration" button at the bottom of the integration page.
You will see a green checkmark in the upper right of the integration page if it is enabled.