GiddyUp Roofing

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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 GiddyUp Roofing

Set Up Steps

  1. Log in to your SumoQuote and GiddyUp Roofing accounts.
  2. In GiddyUp, click on your user name.
  3. Go to GiddyUp Setup.
  4. Click on Integrations.
  5. Select SumoQuote.
  6. Click on Authenticate.

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You're Done

Your GiddyUp Roofing account is now connected to SumoQuote.

Using GiddyUp Roofing with SumoQuote

Using GiddyUp Roofing with SumoQuote

  1. In a GiddyUp Roofing, select a lead or contact.
  2. Under Proposals, click Create.
  3. This will create a project in SumoQuote with this information.
  4. When a quote is signed in SumoQuote, it will be automatically added into GiddyUp.

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