> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getmailr.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Mailr is a direct-mail marketing platform for US home-services contractors. Each postcard is personalized with an AI-enhanced image of the recipient's own home and a unique QR code that leads to a personalized landing page. Campaigns can target a neighborhood the customer draws on a map, the homes around past jobs they upload or import, or fire automatically from their CRM. Mailr does not mail an uploaded recipient list. When answering questions, prefer the exact steps and UI labels from these docs, and direct users to app.getmailr.com to sign in. For anything involving account-specific data, billing disputes, or mail that appears lost, direct the user to support@getmailr.com.

# RoofLink

> Connect RoofLink to Mailr to trigger postcards when jobs reach a lead status, deliver leads back as RoofLink jobs, and book revenue on approved jobs.

Connecting RoofLink lets your job pipeline drive your mail. When a job reaches a status you pick, Mailr queues a postcard campaign around that job's address, and approved jobs book revenue against the campaign that earned them.

## What you get

* **Triggers** — the events that can start a campaign:
  * **A job reaches a lead status you pick** — your statuses load live from your account, so you see your own names. You can also scope the trigger to a **region**.
  * **Job approved (sold)** — nothing to configure.
* **Revenue tracking** — revenue books when a **job is approved**. The setup wizard says: *"Revenue books when a job is approved."* The amount is summed from the job's approved estimates.
* **Lead delivery** — when someone scans your postcard and fills in the landing page form, Mailr creates a **job** in RoofLink and creates the customer automatically. Extra answers from the form go into the job note as *"Lead from Mailr …"*.

## Connect RoofLink

Only the workspace **Owner** can connect a CRM. See [Team & roles](/account/team-and-roles).

<Steps>
  <Step title="In Mailr, open Automations">
    Go to **Campaigns → Automations** in [the Mailr app](https://app.getmailr.com) and find **RoofLink** under **CRM Connection**. Clicking a tile only opens its panel — nothing connects until you press the Connect button inside.
  </Step>

  <Step title="Create your RoofLink API key">
    In RoofLink, go to **Company Settings → API Keys** and create a key. RoofLink keys don't expire until you disable them.
  </Step>

  <Step title="Paste the key into Mailr">
    Press **Connect RoofLink** and paste the key. The dialog reads: *"In RoofLink, go to Company Settings → API Keys, create a key, and paste it here. We check it against your account before saving."* Mailr validates the key against your account before saving, so a bad key never sticks.
  </Step>

  <Step title="Finish the 3-step wizard">
    The setup wizard opens on its own: **Leads → Job address → Tracking**. Job addresses come straight from RoofLink; use **Review setup** any time to adjust where lead details land.
  </Step>
</Steps>

<Check>
  The RoofLink tile now reads **Connected**, and the panel summarizes what's live: *"Working out of the box: Mailr leads sync into RoofLink as jobs (customer auto-created; stamped with the 'Mailr' lead source when you've made one), new-lead attribution and job-approved revenue tracking are on, and campaigns fire when jobs reach lead statuses you pick on each automation."*
</Check>

## How syncing works

RoofLink is **checked hourly**. The in-app line reads: *"Checked hourly — the postcard mails around the job's address."* Hourly means a campaign can be queued up to an hour after the event. automated campaigns use a design you've already approved and are reviewed by Mailr before anything mails.

<Note>
  The clock starts the moment you connect. Jobs that reached their status *before* you connected never trigger a campaign. To test it, move a fresh job after connecting.
</Note>

## Disconnect or reconnect

Disconnecting stops lead sync and campaign triggers and deletes Mailr's copy of your key. Your settings are kept, so reconnecting later picks up where you left off, and campaign history, leads and results are never deleted. Mailr can't revoke the key inside RoofLink — disable it in **Company Settings → API Keys** too if you want it fully dead.

## Notes & limits

* **Mailr can't create a "Mailr" lead source for you in RoofLink.** Create one yourself if you want delivered leads labelled. Nothing else depends on it — Mailr still knows which records it created and never mails their neighborhoods again.
* **Trigger filters don't offer a job amount or total.** RoofLink's job list doesn't carry a reliable one, so a filter on it would never match.
* Importing past work for a reactivation campaign pulls **jobs in a lead status you pick** (optionally by region), or your **customers**.

## Next steps

<CardGroup cols={2}>
  <Card title="Automate campaigns" icon="workflow" href="/campaigns/automations">
    Turn a RoofLink status change into a neighborhood mailing.
  </Card>

  <Card title="How attribution works" icon="target" href="/results/attribution">
    Why a customer counts as a campaign result.
  </Card>

  <Card title="Connection troubleshooting" icon="life-buoy" href="/integrations/troubleshooting">
    Fixes for rejected keys and quiet syncs.
  </Card>

  <Card title="All integrations" icon="plug" href="/integrations/overview">
    Every CRM Mailr connects to.
  </Card>
</CardGroup>