SecurityTrax is a Customer Relationship Management cloud-based platform that allows businesses to conveniently manage relationships with current and potential customers. They can easily track leads, create appointments, and submit contracts with billing information.
At a glance:
| Form Submission | Lead Status Auto-Submission | Custom Fields | Lead File Attachments | 2 Way Sync | User Assignment | Lead Status Update Post Submit | Connector |
|---|---|---|---|---|---|---|---|
| ✓ | ✓ |
What does this integration do?
- This integration currently will push a lead from SalesRabbit to SecurityTrax only via form submission.
- Customers & Leads may also be imported into SalesRabbit via a CSV file obtained from SecurityTrax, but there is no current functionality for syncing the records between platforms.
What data is transferred into SecurityTrax?
The list below covers the fields and data that SR is currently set up to pass:
- Lead:
- Status
- First Name
- Last Name
- Spouse
- Primary Phone
- Secondary Phone
- Address1
- Address2
- City
- State
- Zip
- SSN
- Date of Birth (DOB)
- Latitude
- Longitude
- SecurityTrax Account Type
- Best Time to Contact
-
Lead Owner:
-
Full Name
-