CaptainWoo × Instant Roofer
Connect your roofing website to your CRM
Connect roofing website leads, calculators, and scheduling to your CRM through CaptainWoo Zapier and custom webhook integrations.
The business problem
How do we get website leads into our CRM without copying and pasting?
Connect the website’s lead sources to the system your team already uses. CaptainWoo offers Zapier integrations and custom webhook connections for roofing businesses. We scope the handoff around your fields and sales process, not around a requirement to replace your CRM.
Our approach: Capture to CRM
- 01
Lead captured
Calculator, contact form, or scheduling request.
- 02
Integration layer
Zapier or a custom webhook carries the event.
- 03
CRM record
Supported fields are mapped to your destination.
- 04
Team follow-up
Your agreed sales workflow takes over.
What we connect
The tools behind the workflow
Zapier integrations
Connect common CRM platforms through available Zapier triggers and actions. We confirm which events and fields each connection supports, plus any account or subscription requirements.
Custom webhook connections
When the standard connector does not cover the workflow, we can develop a custom handoff using the receiving system’s supported webhook or API capabilities.
More context with the lead
We map available contact details, property information, source data, and measurement references to agreed CRM fields. The exact data depends on the source tool and destination platform.
Keep your sales process
We work with your team to define lead ownership, required fields, and follow-up. A calculator, a form submission, and a booked appointment can have different handoff requirements.
CRM platforms we integrate
Through Zapier or a scoped custom connection. Supported actions and account requirements are confirmed for your specific platform.
See the Instant Roofer Zapier integrations (opens in a new tab)- AccuLynx
- Builder Prime
- Housecall Pro
- HubSpot
- improveit 360
- Jobber
- JobNimbus
- Leap
- MarketSharp
- monday.com
- Paradigm Vendo
- Pipedrive
- Rooflink
- Roofr
- SalesRabbit
- Salesforce
- ServiceTitan
- Streak
- Workiz
- Zendesk Sell
- Zoho
In production
Instant Roofer tools, connected to the next step
Instant Roofer’s calculator, website contact form, and scheduler provide distinct ways to capture homeowner interest. CaptainWoo connects those touchpoints to the contractor’s existing CRM through Zapier or a custom integration.
Prefer an integrated option? Instant Roofer also offers its own built-in CRM in beta, bringing leads, measurements, appointments, and quotes into one platform. It is an alternative, not a prerequisite.
Explore our Instant Roofer work
Before we build
Scope the workflow, then set the timeline
An existing-tool integration and a custom workflow are different projects. We confirm access, requirements, and the test plan before giving you a delivery schedule.
- Your CRM, account permissions, and supported integration actions
- Field mapping, lead sources, and assignment requirements
- Duplicate handling, failed handoffs, and a test lead before launch
Common questions
What contractors ask us
Do we need to change CRMs?
No. We start with the system your team uses and confirm whether Zapier or a custom integration supports the required workflow.
Is every CRM integration identical?
No. Available fields, actions, API access, and plan requirements differ. We confirm your specific connection before promising a field mapping or automation.
What if Zapier cannot do what we need?
We assess a custom webhook or API integration. That depends on the destination system providing suitable access and supported endpoints.
Can we use Instant Roofer’s own CRM instead?
Yes, it is an option to evaluate. Instant Roofer’s built-in CRM is in beta, so we confirm current availability and fit before recommending it for your team.
Contractor solutions
Explore more contractor solutions
Custom websites, CaptainWoo Hosting, ongoing care, and Instant Roofer integrations for your team's sales workflow.
Roof estimates & quote calculators
How can homeowners get a roof estimate without waiting for a sales call?
Explore the solutionOnline booking, quotes & payments
Can a homeowner get a price, choose a day, and pay in one visit?
Explore the solutionCustom websites & Core Web Vitals
Who builds contractor websites around custom code and Core Web Vitals, not page-builder bloat?
Explore the solutionOngoing website care & KPI reviews
Who keeps improving a contractor website after launch, not just building it once?
Explore the solutionYour next step
Make the website work with your team
Tell us about your website, the tools you use, and the handoff you want to improve. We will help define the right approach.