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ContractorFlow Integration: Knock. Sync. Build.

Built on Salesforce. Designed for Roofing & Restoration Sales Teams

Capture leads at the door in SPOTIO and watch them flow straight into ContractorFlow through your Salesforce instance. Eliminate double entry, speed up inspections, and keep your production pipeline full with seamless field-to-office data sync—powered by the Salesforce platform you already run on.

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SPOTIO: Trusted by Leading Roofing and Home Services Teams

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Eliminate the Salesforce Blind Spot

ContractorFlow runs your jobs, estimates, and production inside Salesforce. But when canvassers capture leads in disconnected apps or on clipboards, your Salesforce data is incomplete before the job even starts.

  • Double Entry: Office admins waste hours re-keying handwritten lead sheets into Salesforce Contacts. Typos mean lost follow-ups and misrouted jobs.
  • Incomplete Records: Missing phone numbers, roof types, or damage notes force your office team to chase reps before they can create a ContractorFlow job file.
  • Slow Speed-to-Lead: The gap between a door knock and the first office follow-up gives competitors time to schedule their inspection first.
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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 in the truck. Because both platforms speak Salesforce, your data stays clean, complete, and production-ready.

  • Instant Lead Creation: When a rep marks a lead as “Qualified” or “Appointment Set” in SPOTIO, a new Contact or Opportunity appears in Salesforce—and ContractorFlow picks it up immediately. Your production team works on closeable jobs, not cold canvassing data.
  • 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. Connect SPOTIO to Salesforce: Enable the SPOTIO Salesforce integration from your SPOTIO admin panel. Map SPOTIO lead fields to your Salesforce Contact and Opportunity fields.
  2. Configure ContractorFlow Triggers: Set ContractorFlow to pick up new Contacts or Opportunities that originate from SPOTIO—for example, “Stage = Appointment Set” or “Lead Source = SPOTIO.”
  3. Map Your Fields: Align SPOTIO data points (Roof Type, Insurance Carrier, Rep Name, damage notes) to the Salesforce fields ContractorFlow uses for job 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.

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.

Capture damage photos in SPOTIO with automatic timestamps and geotags. Photos sync to the Salesforce record, giving your ContractorFlow estimators and adjusters visual proof without chasing reps for pictures.

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?”

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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 Pipedrive.

Yes. Because ContractorFlow is built on Salesforce and SPOTIO offers a native Salesforce integration, data flows through Salesforce objects—no Zapier or third-party middleware required. SPOTIO pushes field data (leads, notes, photos) into Salesforce, and status updates from ContractorFlow (e.g., “Inspection Scheduled,” “Job Sold”) sync back to SPOTIO so reps see real-time progress on their map pins.

Any Salesforce object ContractorFlow monitors. Typically this includes Contacts, Opportunities, and Tasks. When SPOTIO creates or updates a record in Salesforce, ContractorFlow picks it up based on your configured triggers.

Photos captured in SPOTIO attach to the Salesforce record at sync time. ContractorFlow users see them in the job file. Photos added after the initial sync may require a manual upload or a re-sync trigger.

Most teams are up and running within a day. If you already have SPOTIO connected to Salesforce, adding ContractorFlow to the workflow is a configuration step—no new connectors to install.

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