SPOTIO + ContractorFlow Integration
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.
How the SPOTIO Integration Works
Door Knock
Sales reps capture homeowner info in SPOTIO.
Lead Sync
Lead is automatically created in ContractorFlow.
Follow-Up Tasks
ContractorFlow creates automatic follow-up tasks.
Inspection Scheduled
Your team schedules the inspection in ContractorFlow.
Why Roofing & Restoration Teams Use This Integration
✔ Faster Lead Response
Leads created by field reps in SPOTIO appear instantly in ContractorFlow so your office team can follow up and schedule inspections quickly.
✔ Better Sales Coordination
Field reps and office teams operate from the same system of record with synchronized lead information.
✔ No Manual Data Entry
Lead details captured in SPOTIO automatically populate in ContractorFlow, eliminating duplicate work.
✔ Higher Conversion Rates
Automated follow-up tasks ensure every opportunity receives timely outreach and scheduling.
INTEGRATION DEMO
See This Integration in Action
Discover how ContractorFlow integrates with your tools to streamline workflows, automate processes, and keep your entire operation running inside Salesforce.
- Eliminate manual data entry
- Connect your sales and production workflows
- Keep everything organized inside Salesforce
- Close jobs faster with fewer steps
Request a Demo
Explore All ContractorFlow Integrations
ContractorFlow connects with the tools your team already uses — from estimating and aerial measurements to accounting, sales, and jobsite documentation.
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