The following steps are required to set up the SecurityTrax 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 send lead data from SalesRabbit into SecurityTrax via a form submission. The records will be linked together with the SecurityTrax ID.
*NOTE (Beta): We are currently still building functionality and ironing out bugs with this integration. This iteration of the integration is foundational and should not be considered complete. We intend to introduce additional abilities and features to this integration at various points this year. If you have feedback as to what you want this integration to do, please reach out to your CSM.
PART 1: Set up form for lead creation in SecurityTrax
Right now the only way to send SalesRabbit lead data to SecurityTrax is through a form. So this is a required step. The form will contain standard SalesRabbit fields, custom SalesRabbit fields, and form fields.
Prior to setting up the form, you will need to create the following 'Custom Lead Fields':
| Field Name | Field Key | Field Type | Required/Optional | Description* |
| SecurityTrax Record ID | securityTraxRecordID | Custom Lead Field - API | Required* | Record ID returned by SecurityTrax when the lead is created. |
| SecurityTrax Account Type | securityTraxAccountType | Custom Lead Field - Dropdown | Required* | Residential or Commercial |
| Spouse Name | spouseName | Custom Lead Field - Text | Optional | Spouse name of customer |
Here is a table that contains all of the fields that we currently send to SecurityTrax including the type of field what it is and whether the information is required or not.
Most customers will include all of the following fields on the form, but may not put any data into the optional fields when sending 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 |
| Alternate Phone | phoneSecondary | Lead Field - Alternate Phone | Optional | Alternate phone of customer |
| 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 | Apartment or Suite # 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 |
| SSN | ssn | Lead Field - SSN | Optional | Security Number of customer |
| SecurityTrax Record ID | securityTraxRecordID | Custom Lead Field - API | Required* | Record ID returned by SecurityTrax when the lead is created. |
| SecurityTrax Account Type | securityTraxAccountType | Custom Lead Field - Dropdown | Required* | Residential or Commercial |
| Spouse Name | spouseName | Custom Lead Field - Text | Optional | Spouse name of customer |
| Date of Birth | dateOfBirth | Form Field - Date | Optional | Date of Birth of customer |
| Best Time To Contact | bestTimeToContact | Form Field - Dropdown | Optional | Best time to contact customer |
*The only exceptions are 'SSN' and 'Date of Birth'; you may leave these fields off of your form if you don't intend to use them.
Here is an example of what a form could look like:
*NOTE: The options for the dropdown in 'Best Time To Contact' can be changed to whatever you desire, this was just an example.
PART 2: Obtain SecurityTrax Authentication Token
- You will need to reach out to SecurityTrax at support@securitytrax.com via email to receive your Authentication Token for this integration. You should do this prior to setting up the rest of the integration.
- Once you receive the token, keep it saved for later use in the integration setup. It will be easiest to copy and paste it so keep that in mind.
PART 3: SecurityTrax
- In SecurityTrax you will need to click the 'hamburger' menu in the top left and go to 'Company Settings'>'Sources (Partner Companies)'
Add a partnered company named 'SalesRabbit' and check the boxes "Sells Customers" and "Sells Leads".
Press Save.
Next to this new Partnered Company, there is an ID that will be used for Source ID during the integration setup.
- In SecurityTrax your company will have an assigned 'Site Name' (Company name). This is found in the URL on your SecurityTrax account.
You will need to copy and paste this later as well. -
The last thing you need is a Default UserID. Ideally, this would be the admin on the account or someone you want your leads to default to as the assigned user in the event that you don't sync all users.
Navigate to the user you decide should be the default user and click their name to open the user card. Make a note of the ID next to their name.
NOTE: If a user submits the form and doesn't have a SecurityTrax userID associated with their SalesRabbit account, the SecurityTrax lead will assign to this default user.
PART 4: SalesRabbit
- To begin, navigate to our Integration Marketplace.
- Find SecurityTrax and click on the card. Click Configuration>Enable (or Reconfigure).
- To begin, select the form that you created earlier. This form will be the form that sends the information to SecurityTrax.
- Next, decide if you want the status of the lead from SalesRabbit to push to SecurityTrax. Also determine if you want to sync user data between the platforms using an external ID. (We will cover how to handle this at the end of this article)
You normally will not need to manage statuses between the two platforms. If you select the first box any status that is sent from SalesRabbit to SecurityTrax will be created if it doesn't already exist there. Any changes to appearance will be managed in SecurityTrax directly.
- The next parts are where you paste or enter the information you gathered from SecurityTrax earlier.
First, paste the Authentication Token that was given to you by SecurityTrax.
Then, enter the ID for your default user.
- Now enter the 'Source Id' for SalesRabbit that you created in the "Partner Companies" section of SecurityTrax. This will be unique to your instance, don't copy the example below.
Lastly, paste your company name from the SecurityTrax URL.
Go ahead and click "Finish" and your SecurityTrax integration should now be live and allow you to push lead information from SalesRabbit to SecurityTrax!
If you have any issues or problems please reach out to support or your CSM for help configuring this integration.
Appendix 1: Users
If you want to link users from both platforms do the following:
- Just like when you found the "Default User ID", you will need to do that for every user that you wish to link.
- Once you have the User ID, login to SalesRabbit as an Administrator and find the user you wish to link.
- On the user screen, locate the 'External IDs' section and enter "STID:" then paste or enter the SecurityTrax user ID. See the example below, it must be entered as "STID:1555" (Without the quotes).
- Repeat this process for every user that you wish to sync.