Connect website forms, lead sources, and marketing tools with your CRM to reduce manual entry and improve handoffs.
Keep the inquiry and its context together
A roofing inquiry often starts outside the CRM: on a website, in a social ad form, or inside an estimator. Your team needs the service requested, the property details and the source of the inquiry alongside the person’s information. We connect the agreed systems around that handoff.
Website forms
Map the submitted name, service, property address and message into the appropriate CRM fields. Keep useful roof or project details with the record instead of leaving them in a separate email.
Advertising sources
Carry available campaign and source information into the follow-up process. Route inquiries from the agreed lead forms or landing pages so the team can distinguish where an opportunity began.
Estimators and assistants
Pass supported tool submissions into the next step. Roof type, planning goals and customer questions can help the person responding understand the inquiry before making contact.
Define the workflow before connecting the systems
The connection should fit the way your company handles work. A commercial repair inquiry may need a different owner or next step from a planned replacement project. We identify those choices before mapping the information.
- Confirm the source and destination. Identify the form or tool, the receiving CRM and the fields each system supports.
- Choose the record behavior. Define how a new inquiry should be created or attached to an existing record, including the agreed approach to duplicates.
- Set the handoff. Decide which person, notification or workflow receives the information and what is needed for a useful response.
- Test the complete path. Check that sample inquiries reach the right place with the expected details and notifications.
Start with a useful form
The information collected at the beginning shapes the rest of the process. A focused form can help a roofing company understand the property and requested service without asking the prospect to complete a long questionnaire.
View the Sully-Jones inquiry form
This public example shows how a finished contact page can gather project details. The integration scope separately defines where your own submissions go and how your team receives them.
Scope and pricing
CRM integration work is quoted for the systems, field mapping, routing and testing involved. Some workflows use an available integration; others require a paid connector or custom development. We identify subscriptions and usage charges separately.
The agreed handoff includes a clear explanation of where information arrives and how the team uses it. Additional sources, advanced reporting, changes to the sales process and future integrations can be scoped as the workflow grows.
Related services
Questions about CRM Integrations
Can you connect to the CRM we already use?
We review your CRM and the available connections before defining the work. An existing integration may cover the need; other workflows require a paid connector or custom development. The scope identifies which systems will exchange information.
What information can move from a website inquiry into the CRM?
The agreed fields can include contact details, requested service, property address, campaign source and submitted roof information. We map those fields to the destination so your team receives useful context along with the inquiry.
How do you check that the handoff works?
We check that sample inquiries reach the right place with the expected details and notifications. We also confirm how repeat inquiries are handled and which person or process receives the information.
Are CRM subscriptions included in the integration price?
No. Integration work is quoted for the systems, field mapping, routing and testing involved. CRM subscriptions, paid connectors and usage charges are identified separately so recurring platform costs remain clear.
