Video Courtesy: SalesRabbit
Contact for Support:
Live Chat Support: Proceed to https://www.salesrabbit.com/ and select the support "Rabbot" bubble icon. Located at the bottom right-hand side of the screen, Monday-Friday, 9am-5pm MST.
Email Support: firstname.lastname@example.org for 24/7 support.
On-Site Support: 2801 North Thanksgiving Way, Suite 210, Lehi, Utah 84043
Phone Support: 801-418-9009 M-F 9am-5pm MST
Request a Demo:
Scope of Support:
For issues regarding the SalesRabbit integration, please contact SalesRabbit Support directly.
How to Integrate:
To get started with SalesRabbit, please visit their website at salesrabbit.com or via phone at 801.341.2569.
Once you're set up with them, you can continue forward with the process of requesting an API from our system, as described below.
Part One: Setting up JobNimbus
Step 1: Request an API Key for SalesRabbit:
Log into your JobNimbus account, go to your name at the top right, and choose “Settings”.
Find and click on the API tab on the left side.
Click the button for “New API Key”.
Click on the “Description” field and choose "SalesRabbit".
Note: You must select SalesRabbit from the drop-down provided for the integration to work correctly.
Then, select the "Access Profile" you would like to grant this integration. This allows the integration to have more or less control.
At that point, you’ll see a brand new API key available to you. An API key is essentially a unique password that allows other services to do stuff with your account (like save pictures). You can use the link to “Copy” the key so that you’ve got it ready to paste into SalesRabbit.
Step 2: Setting Up JobNimbus
Each of the above fields must be filled out in order to integrate the two systems. Below we will go over each field individually and how to get the needed information from JobNimbus.
To retrieve your JobNimbus workflow name:
After copying the "Type Name" of an existing or new workflow or creating, paste the the "Type Name" field's contents back in SalesRabbit next to the text box to the right of ”Workflow Name" on the "Integrations" page.
Lead Status Matching
Select the corresponding action menu icon (…) and select Edit.
Select + Add Status
Input the Status name and any other desired information.
Select +Add Status
Repeat 3-5 for every single status that you would like have sync over from SalesRabbit into JobNimbus.
You will need a task type within JobNimbus to associate with all lead submissions from SalesRabbit (e,g. Appointment is recommended).
Copy the "Type Name" of an existing task type within JobNimbus. Go to the “Integrations" page within SalesRabbit and paste the "Type Name" into the text field corresponding to “Task Name”.
Within JobNimbus, you will need a Lead Source to tie to your SalesRabbit account.
Input SalesRabbit and select + Add Lead Source.
Copy the Lead Source Name you just created and proceed back to the “Integrations" page within SalesRabbit and paste the Lead Source Name into the text field corresponding to “Lead Source”
Part Two: Setting Up SalesRabbit Lead Statuses
In SalesRabbit under Integrations, select which lead statuses you would like to pass into JobNimbus. By checking the box, to the left of the lead status name, any lead created in SalesRabbit with that status will be pushed into JobNimbus automatically.
After you have inserted your integration info click “Save" in the upper right-hand corner of the page. Once all of the fields have been saved the integration will be ready for use.
Part Three: Connecting SalesRabbit Users to JobNimbus CMS ID
The final step of the integration would be connecting your individual users in SalesRabbit to their accounts in JobNimbus.
From within SalesRabbit: Go to "Management>User" and select the user you would like to connect. On the left hand side under "Personal Information" click on "Manage ID's" in red.
Then enter the corresponding email address for the user in JobNimbus and click "Add ID".
Repeat these instructions for all of your users in SalesRabbit that will need to use the integration.