Article Overview
The following steps are required to setup the i360 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: Create a Custom Field
This part demonstrates how to create a SalesRabbit custom API field for the i360 integration.
- From the SalesRabbit Web App, navigate to "Settings" -> click "Custom Lead Fields".
- Create a new API custom lead field -> rename the field "i360 ID".
- Note: field name spelling and punctuation are important! It should be spelled exactly as it's shown in the below screenshot.
- Select "Publish" and confirm to save your changes.
Part 2: Form Creation
This part demonstrates how to build the SalesRabbit form to use to send lead information from SalesRabbit into i360.
- From the SalesRabbit Web App, navigate to "Settings" -> click "Form Builder".
- Click "+ New Form" in the upper right corner to start building this form.
- In the upper left corner, rename your form to whatever you'd like (ex: "Submit to i360).
- Open the "Lead Fields" dropdown and drag the following fields onto the form:
- Note: First Name, Last Name, Email, and Address are required fields. All other fields are optional. You do not need to add any other custom fields to the form. Mappings for custom fields are found in the configuration wizard.
| Field Name | Field Key | Field Type | Required/Optional | Description* |
| Business Name | businessName | Lead Field - Business Name | Optional | Business Name of customer |
| 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 |
| Lead Field - Email | Required* | 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 | Required* | State of customer |
| Postal Code | postalCode | Lead Field - Postal Code | Required* | Postal Code of customer |
| Appointment | appointmentTime | Lead Field - Appointment | Optional | Appointment time and date for the customer |
| Notes | note | Lead Field - Notes | Optional | Notes about the customer |
| i360 ID | i360ID | Lead Field - API Field | Optional | This will be auto populated signaling a successful send to i360 |
- A completed form will look like the example below:
- Before publishing, click the cogwheel icon in the upper left corner -> use the toggle to enable "Custom Form Results".
- Click "Publish" and confirm to save your form.
Part 3: i360 Marketplace Configuration Wizard
This part will walk through the configuration wizard for SalesRabbit's Marketplace i360 integration.
- From the SalesRabbit Web App, navigate to "Integrations" -> select "Marketplace" -> find and click the "Improveit 360" tile.
- Navigate to "Configuration" -> select "Enable".
- Note: if this integration was previously enabled, a green "Enabled" label will appear in the upper right corner. select "Reconfigure" to make edits to the configuration.
- Form & Authentication Setup Page:
- Connect to your i360 account by selecting "New Authentication".
- Use the SalesRabbit Form dropdown field to select the form created in Part 2 of this article, or the form you'd like to use for form submission.
- Click "Next" to move onto the next page of the configuration.
- Default Source, Segment & Sync Page:
- Select/Enter the source of leads being passed into i360.
- Use the dropdown to select the lead source you'd like SalesRabbit leads to be marked with in i360.
- Select/Enter the source of leads being passed into i360.
-
- Select/Enter the default market segment of leads being passed into i360.
- Use the dropdown field to select a default market segment.
- Note: this is used to identify which market your leads are coming from.
- Select/Enter the default market segment of leads being passed into i360.
-
- Enable Status Sync (optional).
- Enabling this settings allows i360 to sync lead statuses back to SalesRabbit leads when they are updated from i360.
- If enabled, you MUST add a custom field to the eLead object in i360 called "SalesRabbit_ID_c". If you're unsure how to set up i360 custom fields, please reach out to i360 support.
- Note: we recommend i360 statuses match your SalesRabbit status names.
- Enable Status Sync (optional).
-
- Click "Next" to move onto the next page of the configuration.
- Custom Field Mapping Page (optional):
- Map SalesRabbit Custom Fields to i360 Prospect fields (optional).
- Use the "Add a New Mapping" button to map your SalesRabbit Custom Fields to your i360 Prospect Object fields.
- Map SalesRabbit Custom Fields to i360 Prospect fields (optional).
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- Map SalesRabbit Custom Fields to i360 Lead Source Object fields (optional).
- Use the "Add a New Mapping" button to map your SalesRabbit Custom Fields to your i360 Prospect Object fields.
- Map SalesRabbit Custom Fields to i360 Lead Source Object fields (optional).
-
- Click "Finish" to complete your configuration/save any changes.
- Your i360 integration should now be live and allow you to push leads into i360 through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration.
- 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 will see an "enabled" indicator on the integration.
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