Best fit
Roofing and solar contractors who already get attention from business profiles, Facebook, SMS, QR codes, ads, referrals, or websites and need more of that interest to become reachable, verified quote requests.
Integrations
GeoQuote integrations for roofing and solar lead handoff.
GeoQuote turns quote-link and website activity into structured lead packets, then routes that context into the contractor workflows that are actually configured.
Short answer
GeoQuote currently supports CRM-style handoff for Zoho Bigin, HubSpot, Salesforce, and GoHighLevel, plus webhook-based routing for automation tools and downstream workflows. JobNimbus, AccuLynx, and ServiceTitan should be described as downstream workflow destinations or CRM-context pages, not native one-click GeoQuote connectors unless a connector is actually built.
4
current CRM providers represented in the app integration layer
Webhook
event handoff for automation and custom workflows
Lead packet
contact, address, service, estimate, verification, and attribution context
“The integration promise has to match the product. A contractor should know which systems GeoQuote connects to directly, which workflows use webhook routing, and which CRM pages are positioning context rather than native connectors.”
Not best fit
Teams looking only for a full CRM, insurance-grade measurement report, proposal builder, or solar design platform with no need for quote-link conversion or lead capture.
Current CRM providers
The current GeoQuote integration layer represents Zoho Bigin, HubSpot, Salesforce, and GoHighLevel. OAuth-style setup is used where supported, while GoHighLevel uses a direct credential setup path.
Webhook routing
GeoQuote can fire lead-created webhook events for configured workflows. This is the right path for automation tools, custom middleware, Zapier-style flows, Make-style flows, and contractor systems that do not have a native GeoQuote connector.
Lead-packet fields
A GeoQuote lead packet can include homeowner contact details, normalized address, service type, estimate context, measurement context, lead source, consent status, verification status, appointment status, notes, and attribution fields.
Email and dashboard fallback
Every integration story should preserve a simple operational fallback: the lead remains visible inside GeoQuote and can be surfaced through email or dashboard workflows even when a downstream CRM handoff needs attention.
Retry-aware CRM handoff
CRM pushes are designed to avoid silently dropping lead data when a downstream provider has a temporary failure. The CRM layer tracks integration state and supports retry handling.
JobNimbus workflow positioning
JobNimbus should be positioned as a roofing CRM workflow that can receive clean lead context through mapping, middleware, or manual handoff, not as a current native one-click GeoQuote connector.
AccuLynx workflow positioning
AccuLynx should be positioned as a roofing operations platform that benefits from cleaner front-door quote requests before CRM operations begin.
ServiceTitan workflow positioning
ServiceTitan should be positioned as a larger operating system that sits after capture. GeoQuote creates the quote request context; ServiceTitan-style systems manage operations after the opportunity exists.
Custom integration work
For contractors with a specific CRM, call center, or analytics stack, the safe promise is custom workflow review: confirm required fields, authentication method, webhook behavior, fallback, and failure handling before launch.