FillQuick | Set Up

Article Overview 

This article demonstrates how to complete the FillQuick Connector Setup. This connector allows users to send lead information from SalesRabbit -> FillQuick.

Part 1: Obtain FillQuick URL

This part demonstrates how to obtain the appropriate URL needed to create the Connector in SalesRabbit.

• Go to your FillQuick domain and login.

• Once logged in, click on "Leads" and then "New." 
• Copy the unique URL from the address bar of the internet browser. You will need this shortly!

Part 2: Connector Setup

This part demonstrates how to create a connector with the copied FillQuick URL.

• In a new browser tab, login to the SalesRabbit Web App.
• Navigate to "Settings" -> select "Connectors".

• Select the "Create New" button to create a new Connector.

• Complete the following steps for the new Connector:
  • Connector Type:
    • Use the dropdown to select "Web Connect".
  • Name:
    • Create a name for the connector. Something simple such as "FillQuick" is usually best.
  • URL:
    • Paste the URL you copied earlier from FillQuick.
    • Additionally, copy the following parameters and paste them to the end of the URL:
      • ?FirstName={lead.firstName}&LastName={lead.lastName}&Phone={lead.phonePrimary}&AddressLine1={lead.street1}&City={lead.city}&StateProvinceId={lead.state}&ZipPostalcode={lead.postalCode}&Note={lead.notes}
  • Connected to Lead:
    • Use the dropdown to set this option to "Required".
  • Visibility:
    • Select which user(s) or organizational department(s) will have access to this link from the mobile app.
• Click "Save" once complete.

• The new Connector is now available to edit, delete, or disable from the Connector home screen.

Part 3: Additional Fields

This part will demonstrate how to include additional fields to pass from SalesRabbit -> FillQuick. 

In Part 2 of this article, the fields that are passed include First Name, Last Name, Phone Number, Street Address, City, State, Postal Code, and Notes. If you wish to include additional fields, please follow the instructions below.

• If you need to add more information to the Connector URL to properly pass fields from SalesRabbit to QuickFill. 
• From your QuickFill account, right click on a field box (such as the box by "Last Name") and select "Inspect."

• After clicking on inspect a bunch of code will appear on the right side of the browser window. 
• In the highlighted code you'll see "name=Lead.LastName" or the name of the field you inspected.

• Back in SalesRabbit, add on to the URL by typing in "LastName" from the FillQuick code and then "={lead.lastName}" from the SalesRabbit Formatting Headers. (You DO NOT need the full "Lead.LastName" from the FillQuick code, just "LastName").

• Add the remaining matching fields. Between each pair needs to be an "&" symbol. A filled out connector to FillQuick would look something like this:

• Be sure to double check your URL for any extra spaces or typos! Even one mistake will cause the connector to not function properly. 

Pro Tips

• Now that your FillQuick Connector is set up, follow THIS LINK to see how to use the FillQuick Connector on the SalesRabbit iOS & Android mobile app!