This guide provides a straightforward approach to integrating SalesRabbit with the Siro API. Link Siro recordings on SalesRabbit pins. When you record, either through Siro or SalesRabbit, Siro automatically adds the link for each recording to the corresponding pin in SalesRabbit. This lets you open the last Siro recording associated with any lead.You must have a SalesRabbit Pro or Enterprise Account, have Owner or Admin access in your SalesRabbit Account and this has to be configured on the web.
Tip: You must have a SalesRabbit Pro or Enterprise Subscription, have owner or admin access in SalesRabbit, and access SalesRabbit from the web for this configuration.
CREATE A CUSTOM LEAD FIELD IN SALESRABBIT FOR SIRO
1. Navigate to Salesrabbit on the web https://web.salesrabbit.com/
2. Click "Settings"
3. Click "Custom Lead Fields"
4. Click "API" > this will add a custom lead field titled "API" to the list of other custom lead fields on the right.
5. Click "API" on the custom lead field list on the right
6. Replace the API text with siro. (The title must match 'siro' exactly and be in all lowercase)
7. You must click "PUBLISH" in the bottom right hand corner for this field to populate.
8. A box will pop up letting you know that this will now be present on all lead cards. Click "PUBLISH"
CREATE A RECORDING LINK IN SALESRABBIT FOR THE SIRO APP
9. Click "Settings"
10. Click "Connectors"
11. Click "Create New" in the top right corner.
12. A 'Create New Connector' box will appear.
13. Fill in the fields as listed below...
Connector Type > App Connect
Name > Listen to Siro
URL > Copy and Paste Code. Do not click.
https://app.siro.ai/link/?link=https%3A%2F%2Fapp.siro.ai%2Fanalyze%2F{lead.customFields.siro}
Connected to Lead > Required
Visibility > Entire Org (This will be the highest option available in the list below Visibility)
CLICK > Save
CREATE API KEY IN SALESRABBIT FOR SIRO
14. On the left hand side click > Integrations and then > "API"
15. Click "API Token"
16. Click "Copy" next to the API Token that was just created
CONNECT SALESRABBIT IN SIRO
18. PRESS '+ New Integration'
19. Select "SalesRabbit" as your integration provider
20. Give the integration a name (e.g."SalesRabbit Integration")
21. Paste your API Key from SalesRabbit where it says 'API Token'
22. Click 'Create Integration'
Tip: Having Trouble? You can reach out to Customer Support or your CSM at SalesRabbit or email customersuccess@siro.ai
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