Zapier | Set Up

"Zapier is a web automation app. With Zapier, you can build Zaps that can automate parts of your business or life. A Zap is a blueprint for a task you want to do over and over."

Part 1: Zapier API Token

SalesRabbit has a 3rd party API token available to connect with Zapier. This part will demonstrate how to copy the 3rd Party API Token from the SalesRabbit Web App.

Note: if the 3rd Party Token is not available on your account, please contact SalesRabbit Support.

• From a the SalesRabbit Web App, navigate to "Integrations" -> click "3rd Party".
• Copy the API token by clicking "Click to Copy to Clipboard". This token will be pasted into Zapier in the next steps.

Part 2: Connect Zapier to SalesRabbit

This part will demonstrate the basics of creating a Zap between SalesRabbit and Zapier.

Note: for a Zap to fire, the SalesRabbit user triggering the Zap needs to be assigned at the Office level.

• Go to "www.zapier.com" and log in.
• Click the orange "Create Zap" button.

• Under the "App" field in the first step, search for and select the "SalesRabbit" app.

• Inside the "Trigger Event", select the event that will trigger the zap.
  • SalesRabbit has 2 options for an event.
    • New/Updated Lead: Triggers when a lead is created and/or updated.
    • Form Submitted: Triggers when a user opens a lead and submits a form in the SalesRabbit mobile app.

• Inside the "Account" field, click "Select" -> click "+ Connect a New Account".

• A new tab will open in the browser where users can allow Zapier to access their SalesRabbit account.
  • "3rd Party API Token": paste the copied token from Part 1 of this article. This is a unique token found within your SalesRabbit account settings.
  • "Workspace": this field will typically default to the correct answer. Users can view their workspace environment listed in the URL of the SalesRabbit Web App. If you're in a different production environment, it will look like prod1, prod2, prod3, etc.
  • For example, "https://app.prod2.salesrabb.com" would be "prod2".
    • Note: if you receive an error that states "Your API Key does not appear to be valid", then try selecting a different workspace.
  • Click "Yes, Continue to SalesRabbit". The browser tab will close and will return to the main Zapier window.

• You should now see your SalesRabbit account selected in Zapier.
• If the correct account is selected, click "Continue".

Part 3: Trigger Setup

A trigger is based on the "Trigger Event" selected during Part 2 of this article. This section will demonstrate how to build a zap for both event types: New/Updated Lead and Form Submission.

New/Updated Lead Event: will trigger a zap when a lead is created or updated.

• Under the "Event" dropdown, select the event to trigger the zap.
  • New Lead: triggers a zap when a new lead is created and marked with a designated status(es).
  • Updated Lead: triggers a zap when an existing lead is updated to a desired status(es).
  • Lead Status Updated: triggers a zap when an existing lead's status is updated to a desired status(es).
• Under the "Status" dropdown, select the status to trigger the select event.
  • Options from the dropdown will includes the SalesRabbit account's lead statuses.
  • Multiple status may be selected for a single event.
• When finished, click "Continue".
  • Note: in the screenshot example, the trigger will fire when an existing lead is marked with the "Appointment Set" lead status".

• Under the "Test" tab of the step, click "Test Trigger".
• Zapier will attempt to pull information from a recent lead in your SalesRabbit account. If Zapier cannot find a recent example, try creating a new test lead(s) that meet the requirements set in the trigger.

Form Submission Event: will trigger a zap when a lead is created or updated.

• Note: before choosing to use a form as an event trigger, a form must be built using the Form Builder in the SalesRabbit web app.
• Under the "Setup", set the "Trigger Event" dropdown to the "Form Submitted" event.
• Click "Continue".

• Under "Configure", use the "Form" dropdown to select which form you wish to use for the zap. The form must be built using the SalesRabbit Form Builder.
  • The data from the selected form will be sent to Zapier when the form is submitted from a lead in the SalesRabbit mobile app.
• Click "Continue". 

• Test your trigger by clicking "Test Trigger".
• Zapier will attempt to pull information from a recent form submission in your SalesRabbit account.
  • Note: if Zapier cannot find a recent example, try submitting a couple of test forms from a lead.
• Choose one of the test records and click "Continue with Selected Record".

Part 4: Build your Action

An "action" in Zapier is where the information pulled from the trigger is received. There are a number of Action Apps that may be triggered through Zapier. Click here to see Zapier's apps.

Note: In following example screenshots, we will be building an action to Google Sheets.

• In the "Action" step, search for the app you wish to connect the trigger to (ex: Google Sheets).

• Note: the steps that follow will vary based on the app that you are connecting.
• Under the "Action Event" dropdown, choose what you would like to occur when a trigger occurs.
  • In Google Sheets, we are able to select any of the standard actions listed.
  • In this example, we will create a new row on a Google Sheet.
• Under the "Account" field, select the google account to connect.
• Click "Continue".

• Next, select the Drive with the correct Google Sheet.
  • Note: this example is connecting to a Google Sheet.
• Select the Spreadsheet to send information to.
• Select the Worksheet (if there are several sheets).
• Map the fields to the correct fields brought in from SalesRabbit.
• Click "Continue" to test.

• Under the "Test" tab, click "Test Step".
• If connecting to a Google Sheet, double check the action has occurred.

• After you have successfully tested your action, you will need to "Publish" your Zap
• You can use this tool for SalesRabbit in relation to CRMs and other tools you use to enhance your business and improve efficiency.

Pro Tips

• It is not absolutely necessary to test a Zap before publishing.
  • Many tests will display an 'Error' message, even though the zap may be working as intended.
• Zapier has documentation for all of its apps and is a great resource for the app that you are connecting to SalesRabbit.