MarketSharp | Set Up – SalesRabbit Help Center

Article Overview

The following steps are required to set up the MarketSharp integration through the SalesRabbit Marketplace. This integration is designed to import a lead and appointment into MarketSharp.

Note: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally, administrative access is required in order to access API keys and other credentials/settings in configuring this integration.

Part 1: Form Creation

This part demonstrates how to build the MarketSharp integration form used to submit leads from SalesRabbit to MarketSharp.

From the SalesRabbit Web App, navigate to "Settings" -> select "Form Builder".

Select "+ New Form" in the upper right corner.

In the upper right corner, name your new form (i.e. "Submit to MarketSharp").
Under the "Lead Fields" dropdown, click and drag the following fields onto the form:
- Note: users should add as many of their custom fields onto the form.

Field Name	Field Key	Field Type	Required/Optional	Description
First Name	firstName	Lead Field - First Name	Required	First Name of customer
Last Name	lastName	Lead Field - Last Name	Required	Last Name of customer
Phone	phonePrimary	Lead Field - Phone	Required	Phone of customer
Email	email	Lead Field - Email	Required	Email of customer
Business Name	businessName	Lead Field - Business Name	Optional	Business Name of customer
Street Address	street1	Lead Field - Street Address	Optional	Street Address of customer
Apt/Suite	street2	Lead Field - Street 2	Optional	Street 2 of customer
City	city	Lead Field - City	Optional	City of customer
State	state	Lead Field - State	Optional	State of customer
Postal Code	postalCode	Lead Field - Postal Code	Optional	Postal Code of customer
Appointment Time	appointmentTime	Form Field-Date/Time	Optional	Time and date of the appointment
Notes	note	Lead Field - Notes	Optional	Notes about the customer
Custom Fields	------------	Lead Field	Optional	Add as many custom fields to the form as you'd like

Tip: if adding custom fields to your form, keep a list of the custom field's "Field Key" names. The "Field Key" names will be needed for Part 5 of this article.
Field Key names can be found on the Custom Field (found under "Settings" -> "Custom Lead Fields").

Once the necessary fields have been added, a completed form will appear like this:

Before publishing the form, select the cogwheel icon in the upper right corner -> use the toggle to enable "Custom Form Responses".
Click "Publish" and confirm in the bottom right corner to apply your changes.

Part 2: Obtain MarketSharp API Key

This part demonstrates how to obtain an API from MarketSharp. The MarketSharp API key is used to authorize SalesRabbit to send information to MarketSharp.

Go to Marketsharp.com and log in.
In the top right-hand corner, click on the username and navigate to the section called "Admin".

Screen_Shot_2021-02-04_at_10.53.24_AM.png

Once inside the Admin panel, click on "API maintenance" in the Apps & Add-ons Setup section.

Click on "Create New API Key" to generate your API key and save it.

Part 3: Obtain MarketSharp Company ID

This part demonstrates how to locate your MarketSharp Company ID. The MarketSharp ID is the unique identifier for a MarketSharp account. This is used to identify where the information will be sent from SalesRabbit into MarketSharp.

In MarketSharp, look at the top right-hand corner at the username.
Under the username, there is an ID.
Copy the ID for a later step.

Part 4: Obtain MarketSharp Form ID

This part demonstrates how to locate your MarketSharp Form ID. The Form ID is used to direct a lead into the MarketSharp database from SalesRabbit. The form ID is found within MarketSharp and the steps below will walk you through how to find it.

In MarketSharp, click the username in the top right-hand corner and select "Admin" from the dropdown.

Screen_Shot_2021-02-04_at_10.53.24_AM.png

In the section "Lead Capture Setup", select "SalesRabbit" from the list.

Once in the SalesRabbit section select your form id in the "FormId" column.

Part 5: MarketSharp Configuration Wizard

This part will demonstrate how to navigate the MarketSharp Configuration Wizard found in the SalesRabbit Integration Marketplace.

From the SalesRabbit Web App, navigate to "Integrations" -> select "Marketplace" -> select the MarketSharp tile from the list.

Navigate to "Configuration" -> select "Enable".
- Note: if you have previously enabled this integration, a green "Enabled" banner will appear in the upper right corner. Select "Reconfigure" to make changes to the configuration.

SalesRabbit Settings Page:
- SalesRabbit Form Selection: use the dropdown to select the form you'd like to use for form submission. Ideally, select the form created in Part 1 of this article.

- Custom Fields Mapping: use the "+ Add to Value" button to generate fields to enter in the "Field Key" for each of your custom fields to send over to MarketSharp Notes.
  - Note: field key names can be found when creating/editing custom fields ("Settings" -> "Custom Lead Fields"). Refer to Part 1 of this article for more information.

- Click "Next" to move onto the next page of the configuration.

MarketSharp Settings Page:
- Authentication: paste/enter your MarketSharp API Key. For assistance in finding your API key, visit Part 2 of this article.

- Company ID: paste/enter your MarketSharp Company ID. For assistance in finding your Company ID, visit Part 3 of this article.
  - Note: a MarketSharp Company ID is required.

- Form ID: paste/enter your MarketSharp Form ID. For assistance in finding your Form ID, visit Part 4 of this article.
  - Note: a MarketSharp Form ID is required.

- Additional Lead Options:
  - Enable either of these listed options if you'd like to set the Sales Person as the person submitting the lead from SalesRabbit. Additionally, if you'd like the "Cell Phone" to be the primary phone number on the lead, check the second box.

- Org Management:
  - Optionally, you're able to use child accounts instead of Division ID.
  - If you'd like to use child accounts, select the "Enable Child Account(s)" checkbox. If checked, use the "+ Add Mapping" button to map your SalesRabbit Orgs to the form ID(s) for each child account that the Org will map to.
  - Note: For more information, visit Part 6 & 7 of this article. Do not check this box if you want only divisions.

- Click "Finish" to complete your configuration and apply any changes made.

You've successfully configured your MarketSharp Integration! You're now able to submit leads from SalesRabbit to MarketSharp through form submission.
Owners/Admins are able to "Reconfigure" this integration at any time to change any of the set settings.

Part 6: Configuring Divisions

If you'd like to set a division in MarketSharp, you'll need to configure the Org ID. This step is optional.

From the SalesRabbit Web App, navigate to "Settings" -> select "Org Chart".

Navigate to the desired level (Department/Region/Office/Team) -> edit the desired Org.

Change the Org's "External ID" field to your MarketSharp division name -> click "Save".
- Note: you may need to change a user's Org Assignment to the correct Org with the Division ID.

Part 7: Configuring Child Accounts

If you wish to set up a child account in MarketSharp, you'll need to configure the Org ID in the same way as a division (shown in Part 6 of this article). A child account will function as a "Parent-Child" relationship in terms of organizational functionality.

The most important part after configuring the child account at the user level, is to check the "Enable Child Account(s)" checkbox in the configuration setup.
The child account option will not work without this box being checked.

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MarketSharp | Set Up