HOVER + Salesforce
Send HOVER capture requests for new Salesforce Leads
After a homeowner requests a virtual estimate, you will want to have them complete a HOVER Capture Request so you can deliver a proposal using our detailed measurement output. Rather then having to manually input homeowner information in order to send HOVER Capture Requests, send one automatically for every new Salesforce lead. When this integration runs, data from the Salesforce Lead will be sent directly to HOVER under the account you specify, streamlining the virtual estimate process.
After a homeowner requests a virtual estimate, you will want to have them complete a HOVER Capture Request so you can deliver a proposal using our detailed measurement output. Rather then having to manually input homeowner information in order to send HOVER Capture Requests, send one automatically for every new Salesforce lead. When this integration runs, data from the Salesforce Lead will be sent directly to HOVER under the account you specify, streamlining the virtual estimate process.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create a Capture Request
Creates a Capture Request within HOVER. Capture requests are used to invite a homeowner or user outside of your HOVER organization to take the photos for you.
- Free forever for core features
- 14 day trial for premium features & apps
