Integrations
Connect your CRM
Connecting your CRM sends each new lead to it automatically. It’s part of the Pro plan, and an owner or admin needs to set it up.
Connect it
- Go to Integrations and find Send leads to your CRM.
- Choose a CRM marked Direct.
- Follow the steps on the page to find your key, then paste it in.
- Click Connect. We check the key with your CRM where we can.
- Click Send a test lead, then look for “RoughFigure connection check” in your CRM. It comes with your own email address, and you can delete it afterwards.
Your key is stored encrypted, and we never show it again.
What each CRM needs and receives
| CRM | What you need | What arrives |
|---|---|---|
| HubSpot | Access token from a private app | A contact with their name, email, phone and postcode |
| Pipedrive | API token | A person, and a lead titled with the job and estimate |
| ActiveCampaign | API key and account name | A contact with their name, email and phone |
| Freshsales | API key and bundle name | A contact with their name, email, phone and postcode |
| monday CRM | API token and board ID | An item with all their details in an update |
| HighLevel | Private Integration token and Location ID | A contact with their name, email, phone and postcode |
| ArboStar | API key and your ArboStar web address | A request with the job, estimate and message in its details |
In HubSpot, ActiveCampaign, Freshsales and HighLevel, someone who’s already there is updated rather than added twice.
ArboStar needs a full address on every request. We only collect a postcode, so street, city and state show as “Not Available”, as does anything else a lead doesn’t have. Update the address in ArboStar when you confirm the request. You’ll find your API key under Company management → API Access Management.
What gets sent
New leads are sent as they arrive. Leads from before you connected aren’t sent, and later changes in RoughFigure, such as a new status, don’t update your CRM.
If a lead doesn’t arrive
Open your CRM under Integrations and look at Recent leads.
- Trying means we’re still sending it. If your CRM is down, we keep trying for about four hours.
- Failed shows the reason, with a Resend button.
- If your CRM refuses the key, check it hasn’t been changed or lost its permissions, then connect again with a new one.
Your lead is always saved in RoughFigure, so a failed send doesn’t lose it.
To stop sending, click Disconnect. We delete your key, and anything already sent stays in your CRM.
Other CRMs
Zoho CRM, Microsoft Dynamics 365 and Odoo CRM don’t have a direct connection yet. Each has a step-by-step guide on the same page that uses Zapier. You can also build your own connection with webhooks or the API.