Log in to your account
In the menu, select Bridge
Copy your API key by selecting Copy
You now have your API copied to your clipboard
Select Go to Zapier
Create your free Zapier account or sign in using existing login information
In Zapier, select Create
In the dropdown, select Zaps
You will see a flowchart appear
Choose a Trigger App > Webhooks
Select a Trigger Event (e.g., Catch Hook)
Click Continue
Click Continue again
Copy the Zapier Webhook URL
Login to RoofLink
Continue into your Settings > Integrations > Zapier
Select Add Webhook
Configure the Webhook then Save
Navigate back to Zapier to test the trigger to make sure Zapier can pull data correctly
Choose an Action App, which in this case would be your CRM
Select an Action Event (e.g., Create Contact and Project)
Map fields between the two CRMs
Test the action to ensure the data syncs correctly
Once you're ready, select Publish
Now all new contacts created in RoofLink will automatically be created in your CRM.
Our integration works through Zapier, which offers a free plan for a limited number of Zaps. Please check Zapier’s pricing to see what works best for you. Make sure you have access to both your third-party lead source and your CRM API key before getting started.
If you need help setting up your integration, please schedule a live training session with our CRM Support Team.