Connectors | Set Up

Article Overview

Connectors allow users to access web content within the the SalesRabbit app, or launch external mobile applications. A useful function with Connectors is the ability to submit lead data from SalesRabbit into web based forms via Web Connect, or send lead data to an external mobile application via App Connect.

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Part 1: Create a Connector

This part will cover how to create a new Connector from the SalesRabbit Web App.

• Login into the SalesRabbit Web App -> navigate to "Settings" -> "Connectors".

• This page will display a list of created Connectors.
• To create a new Connector, click "Create New".

• This will pull up a "Create New Connector" page where you can build your new connector.
  • Connector Type: select which type of connector you're building.
    • App Connect: users will be taken out of the SalesRabbit app and taken to that specific link.
      • Examples: social media pages (Facebook, Instagram...), Google Calendar, and others.
    • Web Connect: users can access an external website and host it within the SalesRabbit app. 
      • Instances where you will NOT be sending specific lead information, adding the URL is sufficient, and no other options are necessary (company website, weather.com website, etc...).
      • Instances where you WILL be sending lead information, users must provide a GET request link (i.e. DocuSign, CRM agreement). Users must use our URL formatting guide to ensure a connector tool works properly.
      • Other common web connect examples include using a Google Form, setting up a Calendly scheduling link, Google Project Sunroof, etc.
  • Name: provide a name for this connector.
  • Request Headers:
  • URL: past the URL link and include needed URL parameters at the end of the link. If passing lead information, there is formatting help available for the SalesRabbit Field names.
    • Note: parameters are pieces of information added to the end of a website link (URL) that help a system understand what you want it to do.
    • Example: If setting up a calendly scheduling link as a connector, you can include parameters at the end of the calendly scheduling link to automatically pull over SalesRabbit lead information and that automatically populates on the calendly booking page.
    • In the below picture, the blurred out section is a calendly link. URL parameters have been added to the link to populate the Lead First name and email onto the booking page fields.
    • URL Parameter example: "?name={lead.firstName}&email={lead.email}".
      • the "?" begins the parameters.
      • The "&" separates multiple pieces of information.
      • "Destination Field Name"="SalesRabbit Field Placeholder".

• • Connected to Lead?: decide where the connector is accessible from in the mobile app.
    • No: marking this option will make the connector accessible only from the "Tools" section in the mobile app.
    • Optional: marking this option will make the connector accessible from the "Tools" section in the mobile app, but also accessible from a lead information page in the mobile app.
    • Required: in this situation, we are telling the system that the information sent has to be connected to a specific lead.
  • Visibility: select which user(s), team(s), office(s), region(s), or department(s) have access to this connector from the mobile app.
• A completed new connector page should look like the example below:

• Click "Save" when you're finished building your Connector.

Part 2: Manage Existing Connectors

This part will demonstrate how to manage existing connectors on your account.

• Existing Connectors can be managed from the Web App under "Settings" -> "Connectors".
• Selecting the three dot icon will provide options to "Edit" or "Delete" a Connector.
• The "On/Off" toggle allows for enabling/disabling access for all users at once.

Part 3: Testing Your Connector

• Copy the link you've made (including the parameters if passing lead data).
• Paste it into a new browser tab and press "Enter".
• If the form displays the parameter placeholder names ("{email}") in the proper fields... you did it right!
• If it doesn't work, or the form fields are empty, double-check your parameters or reach out to our support team for assistance.

Part 4: Connectors on Mobile

This part will demonstrate how to view existing Connectors from the mobile app.

• Login to the SalesRabbit Mobile App -> navigate to "Tools".
  • Note: if using an Android device, "Tools" will be accessible from the Hamburger Menu in the top left corner.
• Existing Connectors will be accessible from the links listed on the "Tools" page.
• Selecting a Connector link will open a browser from within the SalesRabbit App.

• If a Connector was marked as "Optional" or "Required" under "Connected to Lead?", then the Connector will also be accessible when selecting a lead on the SalesHub Map:

• OR when editing a lead's information page from the mobile app (iOS):

• Note: if a user chooses to click on the button that takes them out of the SalesRabbit app, we can no longer support any headers used to create the lead connector.

Pro Tips

• Each company that wants to connect their app needs to contact their CSM or the Support team to whitelist their app.
• SalesRabbit Support is not responsible for providing any Web or App connector links/field names.
• Web Connect can also include a level of authentication when accessing the link within SalesRabbit.
  • For example, an access token or reps CMS ID can be used to indicate which rep submitted work through the web connect feature.
• A few of our integrations are supported by the Connector feature (for example: Calendly).
• Other softwares will typically have an article or resource detailing their parameters/field names:
  • Click for Calendly Field Names

If needed, link to the next section: Help Center Section