Evolve | Set Up

The following steps are required to setup the Evolve 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.  

Part 1: Add Custom Lead Fields

Add the following custom lead field under Settings >Custom Lead Fields

• Click the API custom lead field box to add the field.
• Change the name of the field from "API" to "Evolve Customer ID"
• Click "Publish".

Part 2: Form Creation

1. Create a New Form under Settings > Form Builder. Make a section called Contact Details and import the following Lead fields. 

• 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	Optional	Phone of customer
  Alternate Phone	phoneSecondary	Lead Field - Alternate Phone	Optional	Alternate phone of customer
  Mobile Phone	mobilePhone	Form Field - Phone	Optional	Mobile phone of customer
  Email	email	Lead Field - Email	Optional	Email of customer
  Street Address	street1	Lead Field - Street Address	Required*	Street Address of customer
  Apt/Suite	street2	Lead Field - Street 2	Optional	Street 2 of customer
  City	city	Lead Field - City	Required*	City of customer
  State	state	Lead Field - State	Optional	State of customer
  Postal Code	postalCode	Lead Field - Postal Code	Required*	Postal Code of customer
  CUSTOM FIELDS
  Evolve Customer ID	evolveCustomerID	Custom Field- Text	(Do not fill out, it will be auto generated)	Custom field (Refer to the help article to set up)

Note: First Name, Last Name, Street Address, City, and Postal Code are required, the other fields are optional.

2. Turn on Custom Form Responses

3. Click on “Publish” Button and confirm.

Part 3: Set Up Org ID's

1. First, you'll need to contact Evolve to get your Branch ID's.
2. Once you have your Branch ID's, Log into SalesRabbit and click on Settings and then Org Chart.
3. If you haven't already, create an Org for your team. Enter in the Branch ID, for each office or team that corresponds to it's location, into the External ID field.
4. Save the information.

Part 4: Get Client Secret

1. Log into your Evolve account.
2. Click on the profile Icon in the bottom left of the account. Then click "Reset API Secret". It will generate the secret and copy it from spot 3 in the screenshot.

Part 5: Configure Evolve Integration

1. Navigate to the Marketplace under "Integrations". (Must have admin access)
2. Select the Evolve Integration Card
3. Navigate to the "Configuration" tab and click "Enable" 
4. Select the form from the dropdown that you set up.

5. Enter in your Client Secret from part 4.

6. Click Finish.

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 Evolve integration should now be live and allow you to create Leads in Evolve through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration.