Article Overview
This article demonstrates how to push lead information from SalesRabbit into FillQuick using the FillQuick connector.
TIP: If you have not set up your FillQuick connector, visit this article.
Part 1: FillQuick Connector for iOS
This part will demonstrate how to push lead information from SalesRabbit into FillQuick for iOS devices.
- From the SalesRabbit mobile app, navigate to "SalesHub" -> navigate to and select the lead you wish to push into FillQuick -> select the pencil "Edit" icon.
- Fill out all necessary information on the lead card (first name, last name, phone, address, notes...).
- Select the "Connector" icon in the upper right corner -> click "FillQuick" (or the name of the FillQuick Connector) from the list of options.
- If it's your first time using the connector, login to your FillQuick account.
- If the FillQuick connector was set up properly, basic lead information (contact info, notes...) filled out in SalesRabbit populate in the FillQuick fields.
- After filling in any other needed information, scroll to the bottom and select "Create Lead" to create the lead in FillQuick.
Part 2: FillQuick Connector for Android Devices
This part will demonstrate how to push lead information from SalesRabbit into FillQuick for Android devices.
- From the SalesRabbit mobile app, navigate to "SalesHub" -> navigate to and select the lead you wish to push into FillQuick -> select the pencil "Edit" icon.
- Fill out all necessary information on the lead card (first name, last name, phone, address, notes...).
- Select the "Connector" icon in the upper right corner -> click "FillQuick" (or the name of the FillQuick Connector) from the list of options.
- If it's your first time using the connector, login to your FillQuick account.
- If the FillQuick connector was set up properly, basic lead information (contact info, notes...) filled out in SalesRabbit populate in the FillQuick fields.
- After filling in any other needed information, scroll to the bottom and select "Create Lead" to create the lead in FillQuick.
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