Setup guides
Step-by-step instructions for configuring integrations in CleanQuote.
Getting started
Quick path from sign-up to your first embedded quote widget: sign up, set password, configure your tool, and embed on your site.
Google Maps
Address autocomplete and service area checks are included; CleanQuote provides the integration. No setup required.
CRM integration (PIT token & Location ID)
Connect your CRM once per org in Settings. Get your PIT token and Location ID so leads, contacts, appointments, and opportunities sync with CleanQuote.
Advanced Configuration (CRM & Webhooks)
Per-tool CRM settings, form behavior (iframe, internal tool), and webhooks for Zapier or other CRMs. Set your connection in Settings first.
Custom Menu Link
Add CleanQuote as a single Custom Menu Link in the sidebar so it opens in an embedded iframe with location context.
Sidebar Menu Items (Custom JS)
Inject extra CleanQuote sidebar items (Dashboard, Quotes, Contacts, Inbox, etc.) via Agency Custom JS when the app only allows one menu item.
Service area polygon and ZIP codes
Add service areas by US ZIP code or draw/upload polygons. Mix ZIP zones and drawn shapes in the same map; assign areas to tools in Tool Settings.
Survey builder
Add, edit, reorder quote form questions and map them to CRM fields for lead sync.
Pricing structure builder
Create pricing structures (manual or Excel), set intensity multiplier and people/pet multipliers per structure, and assign which structure each tool uses in Tool Settings → Pricing Structure.
Custom domain for public links
Set your custom domain in Public link base URL and save. CleanQuote adds it automatically and shows you the DNS records to add at your registrar.