Heavy Plan Required
GiddyUp Roofing integration is available on Heavy plans and above.
Integrate your GiddyUp Roofing account with SumoQuote to access customer data within SumoQuote. GiddyUp Roofing is a contractor CRM and project management tool. Learn more about GiddyUp Roofing here.
Set Up Steps
- Log in to your SumoQuote and GiddyUp Roofing accounts.
- In GiddyUp, click on your user name.
- Go to GiddyUp Setup.
- Click on Integrations.
- Select SumoQuote.
- Click on Authenticate.
Your GiddyUp Roofing account is now connected to SumoQuote.
Using GiddyUp Roofing with SumoQuote
- In a GiddyUp Roofing, select a lead or contact.
- Under Proposals, click Create.
- This will create a project in SumoQuote with this information.
- When a quote is signed in SumoQuote, it will be automatically added into GiddyUp.
Updated 3 months ago