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: Connect Zapier to SalesRabbit

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.

• Select a Trigger App: you can type "SalesRabbit" in the searchable text field box and click on SalesRabbit from the drop-down option.

• Choose the event that will trigger your zap.
• SalesRabbit has 2 options for an event.
  • New/Updated Lead: Triggers when a lead is created and/or updated.
  • Form Submission: Triggers when a user opens a lead and clicks submit on a form in the SalesRabbit mobile app.
• After selecting your event, click on continue.

• From a different web page, log in to the SalesRabbit Web App. www.app.salesrabbit.com.
• From the left-hand menu, click the Integrations dropdown and select "3rd Party".
•  Copy the Zapier API token by clicking "Click to Copy to Clipboard".

• Navigate back to the Zapier tab.
• Connect your SalesRabbit account by clicking the "Sign in" button.

• This will open a grey window where you can allow Zapier to access your SalesRabbit Account.
• Paste the Zapier API token that you copied from SalesRabbit.
• Select a workspace.
  • NOTE: You can see your 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. (https://app.prod2.salesrabbit.com for example would be prod1)
  • If you receive an error that states "Your API Key does not appear to be valid", then try selecting a different workspace.

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

Part 2: Set up your Trigger

A "trigger" is based on the event you selected that tells Zapier to launch the zap. This section will cover both event types. New/Updated Lead, and Form Submission.

New/Updated Lead Event:

Triggers when a lead is created and/or updated.

• Select an option from the Event Drop Down list.
  • New Lead' and 'Updated Lead' events are triggered by new or modified leads with one of the specified statuses.
  • 'Lead Status Updated' is triggered whenever a lead's status has changed to one of the specified statuses.
• Specify the Lead Status(es) that will trigger Create/Update Events.
• Click continue. 

(In the example image, we set the trigger to fire anytime the lead status is changed to 'Contract Signed'.)

• You can now test your trigger.
• Zappier will attempt to pull information from a recent lead in your SalesRabbit account.
  • If Zappier cannot find a recent example, try creating a couple of test leads. 

Form Submission Event:

Triggers when a user opens a lead and clicks submit on a form in the SalesRabbit mobile app.

• Before you can use a form as an event trigger, you must build a form using the form builder in the SalesRabbit web app.
  • To learn more about building forms, see this help center article.
• From the dropdown list, select the desired form you built in your  SalesRabbit account.
  • 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. 

(In the example image, we built a form called 'Contract')

• You can now test your trigger.
• Zapier will attempt to pull information from a recent form submission in your SalesRabbit account.
  • If Zapier cannot find a recent example, try submitting a couple of test forms from a lead. 

Part 3: 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 Zappiers apps.
 

• Search the app event box to find the app you wish to connect your trigger to.
  • In the example image, we will connect to Google Sheets.

• From here, the steps will vary based on the app that you are connecting.
• Follow the steps in Zappier to connect your app and "Test" your trigger.

• 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.