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ContractorFlow Integration: Knock. Sync. Build.

Built by Contractors, for Contractors. Powered by Salesforce.

Capture leads in the field with SPOTIO and send them directly into ContractorFlow, the contractor CRM built natively on Salesforce. Door-knocking sales teams can generate leads instantly while office teams manage inspections, opportunities, and production from one centralized platform.

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Field sales leader at computer with SPOTIO ContractorFlow Integration

SPOTIO: Trusted by Leading Roofing and Home Services Teams

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Eliminate the Salesforce Blind Spot

ContractorFlow runs your leads, appointments, and production inside Salesforce. But when canvassers capture leads in disconnected apps or on clipboards, your data is incomplete before the job event starts. With SPOTIO + ContractorFlow:

  • No Manual Data Entry: lead details captured in SPOTIO automatically populate in ContractorFlow, eliminating duplicate work
  • Better Sales Coordination: field reps and office teams operate from the same system of record with synchronized lead information, real-time, so nothing is lost
  • Higher Conversion Rates: Automated follow-up tasks ensure every opportunity receives timely outreach and scheduling.
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Give Reps a Direct Pipeline From the Door to the Office

SPOTIO is the field canvassing layer that feeds ContractorFlow. Reps focus on knocking doors and booking inspections – not wrestling with paperwork. Because both platforms speak Salesforce fluently, your data stays clean, complete and production-ready.

  • Fast Lead Response: Leads created by field reps in SPOTIO appear instantly in ContractorFlow so your office team can follow up and schedule inspections quickly.
  • Preserve Every Detail: Critical field data—Roof Type, Insurance Carrier, damage notes, homeowner contact info—flows from SPOTIO through Salesforce into ContractorFlow. No more incomplete lead sheets forcing your office staff to play detective.
  • Accelerate Inspections: ContractorFlow generates automatic follow-up tasks and inspection scheduling the moment a qualified lead lands. Move from door knock to inspection while the homeowner is still thinking about you, not your competitor.
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How It Works

  1. White-Glove Onboarding with ContractorFlow: changing CRMs is no small endeavor. You will be a partner with ContractorFlow every step of the way.
  2. Configure Triggers: flip the switch and every door knock in SPOTIO flows automatically into ContractorFlow.
  3. Map Your Fields: automation aligns SPOTIO data points (Roof Type, Insurance Carrier, Rep Name, damage notes) to the Salesforce fields ContractorFlow uses for lead creation, scheduling, and production tracking.
  4. Go Knock: Your reps keep working in SPOTIO. Every qualified lead builds your ContractorFlow production pipeline automatically—no extra steps, no double entry, no waiting on the office.
  5. Rely On Data: monitor door knock efficiency of each canvasser; track all marketing ROI. All metrics inside one unified reporting system built on Salesforce.

This integration runs natively through Salesforce. SPOTIO syncs field data into Salesforce objects, and ContractorFlow reads from those same objects to drive your production workflow.

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Built for the Speed of Storm Season

Roofing and restoration contractors need speed from canvassing to contract. SPOTIO was built to handle the chaos of high-volume door-to-door lead generation while keeping your ContractorFlow production pipeline full and current.

Drop pins on damaged properties and route your crews to the hottest neighborhoods first. Every knock is tracked, every lead syncs to Salesforce, and ContractorFlow picks it up for scheduling and production.

Monitor Project margins, department performance, employee productivity, product profitability and marketing ROI, all inside one unified reporting system built on Salesforce. Accessible anywhere.

Assign canvassing zones by crew, track daily knock counts, and see who’s hitting quota—all from the map view. No more group texts asking “Who knocked this street?”

Field sales rep using SPOTIO with ContractorFlow integration

What Our Customers Say

What SPOTIO has done is allowed us to see where those successes were and multiply on them. SPOTIO is awesome. It’s easy to use. And I guarantee you that it is worth the money.

Shane Lynch
President, Storm Guard

I do door-to-door roof inspections, and this has been a top-notch product. It makes tracking my interactions really easy and helps me with follow-up and managing different jobs.

Verified 5-Star G2 Review
Nishan H.
Project Manager in Roofing

What I like about SPOTIO: the numbers. The reporting functions are fantastic for lead tracking and monitoring canvasser performance.

Verified 5-Star G2 Review
Steve K.
Roofing Contractor Owner

I have been using SPOTIO for over four years, and it has been a game-changer for our roofing company. This has dramatically improved our productivity, accountability, and sales efficiency in the field.

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Thomas S.
Roofing Sales

I have been using SPOTIO for over four years, and it has been a game-changer for our roofing company. SPOTIO is a mobile-first field sales app that helps our outside sales teams manage territories, generate leads, optimize routes, track activities, and sync with our CRM—all in real time. It automates so many manual tasks like logging visits, capturing customer data, and managing follow-ups, while giving our managers live dashboards, leaderboards, and performance analytics. This has dramatically improved our productivity, accountability, and sales efficiency in the field.

Beyond the technology, the team behind SPOTIO has been incredible. Our Customer Success Manager, Leilani, has been outstanding — she’s created training videos for our franchisees and brought the full value of SPOTIO into our organization. Catherine and Emily have also been fantastic partners, always willing to collaborate and help us develop the tools we need to keep growing. The relationship we’ve built with SPOTIO has absolutely contributed to our continued success. Highly recommend!

Read the 5-Star Google Review

Thomas S.
Roofing Sales
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FAQs

Find answers to common questions about the SPOTIO integration with ContractorFlow.

Yes. Because ContractorFlow is built on Salesforce and SPOTIO offers a native Salesforce Integration, data flows seamlessly from SPOTIO to ContractorFlow – no Zapier or third-party middleware required. To get started, reach out to ContractorFlow to learn more.

ContractorFlow demo

Simple: leads and activities. Whatever your canvassers are able to report is going to become available in ContractorFlow.

Every action taken by your canvasser will automatically flow into ContractorFlow and it is there you will be able to find over 100 reports and dashboards to meet your needs to analyze your ROI, close rates and more.

Most teams are up and running within the day to see leads from SPOTIO flow into ContractorFlow. Onboarding onto a new CRM, ContractorFlow, does take longer than a day, but the white-glove implementation team is going to partner with you to make sure it gets done according to your team’s needs.

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