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 i360 ID Field
- Go to SalesRabbit and login. On the left hand side, click "Settings".
- Next, click on "Custom Fields".
- Create a field called "i360 ID" and make sure the text matches the screenshot.
4. Create custom field in i360 labeled SR_ID this must be an eLead field (This field is required for the integration to work whether or not the client wants Status Sync enabled.)
Part 2: Form Creation
- Create a New Form. Make a section and import the following Lead fields.
| 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 | Custom Lead Field - API Field | Optional | This will be auto populated signaling a successful send to i360 |
Note: First Name, Last Name, Email, and Address are required. Other fields are optional.
- Turn on Custom Form Responses
3. Click on “Publish” Button and confirm.
Part 3: Configure i360 Integration
- Navigate to the Marketplace under "Integrations". (Must have admin access)
- Select the i360 Integration Card.
- Navigate to the "Configuration" tab and click "Enable"
- Select the i360 form you created from the dropdown and log into your i360 account.
- Enter source and a default Market Segment *Optional (this will show on the prospect record when the lead is sent back to i360). Optionally select the checkbox for a status sync back into SalesRabbit from i360. Note: Statuses MUST match to transfer back into SalesRabbit.
- Finally, optionally select your custom fields from SalesRabbit on the left and map them to i360 custom fields by selecting them from the dropdown on the right.
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 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.