The following steps are required to set up the FillQuick integration in SalesRabbit.
1. Go to your FillQuick domain and login.
2. 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!
3. Open a separate tab on your web browser and log into app.salesrabbit.com. Click on Settings>Connectors
4. Click on "Get Started" or "Add New." Paste the URL from FillQuick you copied earlier and add a "?" at the end.
a. Select "Web Connect"
b. Create a name for the connector. Something simple such as "FillQuick" is usually best
c. This is where you will paste the URL that you copied from FillQuick
d. Select "Required"
5. Now you need to add more information to the URL to properly pass fields from SalesRabbit to QuickFill. In QuickFill, right click on a field box (such as the box by "Last Name") and select "Inspect."
6. After clicking on inspect you will see a bunch of code on the right side of your browser window. In that highlighted code you'll see "name=Lead.LastName" or the name of the field you inspected.
7. 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").
8. Add the remaining matching fields. Between each pair needs to be an "&" symbol. A filled out connector to FillQuick would look something like this:
9. Be sure to double check your URL for any extra spaces or typos! Even one mistake will cause the connector to not function properly.
Now that your FillQuick connector is set up follow THIS LINK to view our article on using FillQuick on the iOS app!