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.
- In your GiddyUp Roofing account, click on your user name in the top right corner.
- Select GiddyUp Setup.
- On the left hand side menu, select Integrations.
- In the menu that appears to the right, click on SumoQuote.
- Click on Authenticate.
- In your GiddyUp Roofing account, open a lead or contact.
- Scroll down the page until you reach Proposals, and then click Create.
- This will create a project in SumoQuote using this contact's information. If the project doesn't show up immediately, refresh your web browser.
- The status of your proposal once signed in SumoQuote with automatically update to Report Signed, and a copy of the signed quote will be added to the contact card. To view the PDF, click on the Printer icon beside the proposal.
- The price of the signed quote will also show up in the GiddyUp contact card under Job Information.
Contact information updated in GiddyUp after a project has been created in SumoQuote, will not be automatically updated in your SumoQuote project.
Updates to phone number, email address, and home address will need to be independently updated in the SumoQuote project.
Updated 3 months ago