The following steps are required to set up the MarketSharp integration through the SalesRabbit Marketplace. 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.
This integration is designed to import a lead and appointment into MarketSharp.
Part 1: Form Creation
The form is used to begin the process of sending a lead into MarketSharp. Follow the form creation section to create a form that will pass over the correct information into MarketSharp. You can create forms within the SalesRabbit web app by clicking on Settings > Form Builder.
(To learn more about creating forms, see: Creating Forms | Article Walkthrough)
1. Create a New Form.
Make a section called Contact Details and import the following Lead fields. *Note: You can add as many custom fields as you like. Simply input them in as text fields.
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| Field Name | Field Key | Field Type | Required/Optional | Description |
| First Name | firstName | Lead Field - First Name | Required |
First Name of customer
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| Last Name | lastName | Lead Field - Last Name | Required |
Last Name of customer
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| Phone | phonePrimary | Lead Field - Phone | Required |
Phone of customer
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| Lead Field - Email | Required |
Email of customer
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||
| Business Name | businessName | Lead Field - Business Name | Optional |
Business Name of customer
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| Street Address | street1 | Lead Field - Street Address | Optional |
Street Address of customer
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| Apt/Suite | street2 | Lead Field - Street 2 | Optional |
Street 2 of customer
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| City | city | Lead Field - City | Optional | City of customer |
| State | state | Lead Field - State | Optional |
State of customer
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| Postal Code | postalCode | Lead Field - Postal Code | Optional |
Postal Code of customer
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| Appointment Time | appointmentTime | Form Field-Date/Time | Optional | Time and date of the appointment |
| Notes | note | Lead Field - Notes | Optional |
Notes about the customer
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*Note: You can add as many custom fields as you like. Simply input them in as text fields.
Note: Field API name MUST match the example provided. First Name, Last Name, Phone, and Email are required, the other fields are optional.
2. Turn on Custom Form Responses
In the upper left-hand corner of the form creation page, click the cog and turn on custom form responses.
3. Click on the “Publish” button and confirm.
Part 2: Obtain MarketSharp API Key
*Note*: Obtaining the API Key is optional. During the configuration, you will enter your MarketSharp credentials, and SalesRabbit will connect that way.
The MarketSharp API key is used to authorize SalesRabbit to send information to MarketSharp. Below is how you obtain the API key to use in a later step.
1. Go to Marketsharp.com and log in. In the top right-hand corner, click on the username and navigate to the section called "Admin".
2. Once inside the Admin panel, click on "API maintenance" in the Apps & Add-ons Setup section.
3. Click on Create New API Key to generate your API key and save it.
Part 3: Obtain MarketSharp Company ID
The MarketSharp Company ID Is the unique identifier for a MarketSharp account. This is used to identify where the information will be sent from SalesRabbit into MarketSharp.
1. 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 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.
1. In MarketSharp, click the username in the top right-hand corner and select "Admin" from the dropdown.
2. In the section "Lead Capture Setup", select "SalesRabbit" from the list.
3. Once in the SalesRabbit section select your form id in the "FormId" column.
Part 5: Configure MarketSharp Integration
- Navigate to the Marketplace under "Integrations". (Must have admin access)
- Select the MarketSharp Integration Card.
- Navigate to the "Configuration" tab and click "Enable".
- Select the published form (refer to part 1) from the dropdown list. Next, enter all of your custom fields. The custom fields MUST be in your form when you enter them in the custom field area and match exactly.
5. Next, insert the MarketSharp API key(refer to step 2) into the field as specified. Enter your MarketSharp Company ID(refer to step 3). Then enter your MarketSharp Form ID(refer to step 4).
- Optionally, you can select if you want the Salesperson to carry over and populate in MarketSharp(Salesperson is set by your External ID).
- You may also optionally select if you'd like to use a cellphone number as the primary phone number.
- Another option is organizational customization with our division and child account "Org Mapping". (See parts 7 & 8 for further instructions on setting these up if this is something you want)
Part 6: Configure External ID
1. If you want to set up Canvassers and Salespersons, you need to set up External IDs. Navigate to the user you'd like and populate the Username used in MarketSharp. This will be used to set the Canvasser and Salesperson.
Part 7: Configure Division
1. If you'd like to set a division in Marketsharp, you'll need to configure the Org ID. Navigate to Settings and under the section "Users" select 'Org Chart'.
2. Select the correct team or office and click the edit button. Change the "External ID" to your Marketsharp division name and save.
3. Navigate to "Users" and select the user you'd like to edit. Click 'Org Assignments' and assign the user to the correct Org with the Division ID.
Part 8: Configure Child Account
1. If you'd like 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 step 7). A child account will function as a "Parent-Child" relationship in terms of organization functionality.
2. The most important part after configuring the child account at the user level is to check this box in the config setup. The child account option will not work without this box being checked. Do not check this box if you only want divisions.
Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking "Disable" or "Reconfigure" respectively. Additionally, if the integration is currently live you should see an "enabled" indicator on the integration.
Your MarketSharp integration should now be live and allow you to create leads and appointments in MarketSharp through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration.