Roofcommand Flows
Signup, Activation & Onboarding Sales-led flow: prospect contact → HubSpot deal → customer activation (Chargebee) → provisioning → guided onboarding → Closed Won. New customer SALES Creates deal in HubSpot Receives prospect feedback; adds subscription & add-ons via Chargebee CPQ. INTEGRATION HubSpot trigger Generates customer activation link from deal data. SALES Sends activation link Sales rep delivers activation link to customer. CUSTOMER Customer activation Agrees to ToS & subscription; enters billing info & submits. INTEGRATION Chargebee process Creates account & auto billing; reconciles to HubSpot deal → "Activation Accepted". NETSUITE NetSuite sync Syncs account & billing info. SYSTEM SalesRabbit trigger Triggers customer account creation in SalesRabbit. PROVISIONING Owner provisioned Created in Roofle, SalesRabbit & Rooflink. RC TEAM Welcome email sent Owner receives login credentials. SALES Handoff & scheduling Completes Sales→Impl. form (HubSpot + Gong); books impl. call via Chili Piper. RC TEAM Plannet playbook Mapped to onboarding call. ROOFLE Admin onboarding RC team impersonates owner; walks through initial setup. SALES Move to Closed Won HubSpot deal stage updated to Closed Won. Owner onboarded Key Integration Points HubSpot + Chargebee Deal data replication Chargebee + HubSpot MRR reconciliation Bi-directional sync ensures data consistency between sales and billing systems throughout the lifecycle. NetSuite sync runs in parallel post-Chargebee activation. Plannet playbook mapped in parallel during handoff. LEGEND Sales action Integration & provisioning Customer action RC team step Roofle admin panel NetSuite Entry / exit point Parallel / async step Step color = which team or system owns that step. Dashed arrows indicate steps that run in parallel with the main flow. This flow covers the end-to-end subscription activation process, from initial prospect feedback through billing setup, provisioning, and guided onboarding.