Zapier | Overview

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Integrate - Automate - Innovate

 

 

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Set up multiple Zaps to negate multiple entries in different platforms.

Streamlines back-end work to give more time and effort to customers and creating leads.

Reduces work overall for management and reps.

 

 

The Power of the SalesRabbit Integration?

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The Zapier integration will help to remove the process of double entry or importing/exporting of data between your utilized software. With the Zapier integration, information entered into SalesRabbit has the potential to be pushed through to over 600+ apps also integrated through Zapier. Data will be "zapped" instantaneously through your connected software from SalesRabbit (how quickly other software is updated is dependent on your Zapier subscription level). This list includes software such as Zoho, Sugar, Base, and Salesforce.

 

 

Note: Data will be pushed from SalesRabbit to your other apps and workflows in Zapier. Also, any updates you make in SalesRabbit will be updated in the Zapier integration as well. Also, data can now be pushed back from your third party software(s) to SalesRabbit in order to create new leads or lead updates.

FIELDS INTEGRATED

First Name
Last Name
Primary Phone
Alternate Phone
Email Address
Latitude and Longitude
Lead Status
Notes
Appointments
User ID

Any Custom Lead Fields (pro plan only)

 

 

 

 

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