Article Overview
The following steps are required to set up the AccuLynx integration.
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.
Note: In order to access AccuLynx's API, you must have their AppConnections feature as part of your AccuLynx subscription.
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Part 1: Form Creation
This part will cover how to create the form that is to be submitted when pushing lead information from SalesRabbit to AccuLynx. This integration requires that a rep submits a form to properly push lead information to Acculynx.
- You'll create the form in the SalesRabbit Web App.
- Navigate to "Settings" -> "Form Builder".
- This page will display all of the forms you have previously built.
- Select "+ New Form".
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Create the form by:
- Naming the form in the upper left corner.
- Naming the section (usually "Lead Details").
- Clicking and dragging the following fields listed under the Lead or Form fields dropdown list:
| Field Name | Field Type | Required/Optional | Description | Field Key |
| First Name | Lead Field - First Name | Required | First name of customer | firstName |
| Last Name | Lead Field - Last Name | Optional | Last name of customer | lastName |
| Phone | Lead Field - Phone | Optional | Phone of customer | phonePrimary |
| Lead Field - Email | Optional | Email of customer | ||
| Street Address | Lead Field - Street Address | Optional | Street Address of customer | street1 |
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Apt/Suite |
Lead Field - Street Address 2 | Optional | Street 2 of customer | street2 |
| City | Lead Field - City | Optional | City of customer | city |
| State | Lead Field - State | Optional | State of customer | state |
| Postal Code | Lead Field - Postal Code | Optional | Postal Code of customer | postalCode |
| Appointment Time | Lead Field - Date/Time | Optional | If there is an appointment and there is no sales person assigned, the appointment time will be added to the "Notes" field in AccuLynx | appointmentTime |
| Notes | Lead Field - Notes | Optional | Notes about the customer | note |
| AccuLynx Office Location | Form Field - Dropdown | Required* - see description | Required for multi-location customers. Lists different locations that will be selectable within the form. | AccuLynxOfficeLocation |
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- Note: Field API name MUST match the example provided. All fields are required except Apt/Suite, Appointments, Notes, and Organization Names.
- Note: The AccuLynx Integration requires the AccuLynx Office Location "Form Field" dropdown. The name of the Office(s) MUST match in the AccuLynx integration wizard configuration.
- After creating your form, select the cogwheel icon in the upper left corner and turn on "Custom Form Results".
- Then "Publish" your form.
- Your form has now been published and is ready to use for this integration!
Part 2: Obtain AccuLynx API Token
This part will show how to create and obtain an API token from your AccuLynx account. Please note, this information may change depending on AccuLynx's system updates.
- Log in to your AccuLynx account (Be sure to log in to the correct AccuLynx Office).
- Select your name in the upper right corner -> click "Account Settings" from the dropdown menu.
- In the left hand menu, under "Add-On Features and Integration" -> select "API Keys".
- Click "Manage Connection" in the bottom right corner.
- On the Manage Connection Page, click "New" to create a new API key.
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- Name that new key "SalesRabbit".
- Choose "Lead Source" (ex. Canvasser).
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- Copy the Key using the "Copy" button. You will need this key for the next steps.
- You're now ready to run the AccuLynx configuration wizard in SalesRabbit!
Part 3: AccuLynx Configuration Wizard
This part will walk you through the AccuLynx Configuration Wizard on the SalesRabbit Web App. You can always make edits to this configuration wizard after you've set it up the first time.
- From the web app, navigate to "Integrations" -> "Marketplace" -> select the Amplify Integration card.
- Navigate to "Configuration" -> select "Enable".
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Insert the AccuLynx API key that you copied in Part 2.
- If you have multiple API keys, there is one way to map out your API Keys: by using a location dropdown that you create and that will be accessible via the form.
- Select the published form from the dropdown list and click "Next"
AccuLynx Office Location(s):
Type out the fields to match what will be available in your dropdown menu on the form (i.e. "Salt Lake City Team", "Team Rocket", etc.) then map the corresponding AccuLynx API key(s) into the "AccuLynx API Keys" fields.
You'll need to add the *Required Organization Names dropdown field and associated location options.
Check the user email box (optional)
By default, regardless whether the box is checked or not, it will set the owner in AccuLynx based on the email in the external id field for the user submitting the form in SalesRabbit (see Part 4).
If there is no external ID value it will be unassigned in AccuLynx.
However, if you check the box, it will prioritize first setting the lead owner in AccuLynx to the user submitting the form (based on their email in SalesRabbit). If the user submitting the form doesn't have a user in AccuLynx then the lead will be created without an assigned sales rep in AccuLynx.
Custom Field Configuration (Optional)
If you'd like to push custom fields into AccuLynx, check the box labeled "Enable Custom Fields in Notes".
To map the custom fields:
Click "Add a new mapping" and Select the custom fields from the dropdown lists that you'd like to transfer when a form is submitted.
Under the "Form ID Selection" column, select the form ID of your AccuLynx form(s).
If you are using multiple forms, with this integration, you can find the form ID by going to the Form Builder in SalesRabbit and selecting the form. Look at the URL of the page, and the end of the URL will display the form ID.
e.g. In the screenshot below the id is "1".
- Set the default Lead Status (optional)
- If you would like the SalesRabbit lead status to be updated after the form is submitted, select the status from the "Change SalesRabbit Status?" dropdown list.
- 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.
Part 4: Assigning Leads (Optional)
By default leads submitted to AccuLynx will be unassigned. In order to assign leads to users in AccuLynx you will need to add the AccuLynx user email to the external ID. To do this do the following:
- Navigate to "Users" in the SalesRabbit Web App.
- Select the user submitting leads.
- Add the AccuLynx user's email address to the SalesRabbit "External ID" field.
- Note: If you add the external email and it is NOT in AccuLynx the submission will fail.
Your AccuLynx integration should now be live and allow you to create leads in AccuLynx through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration.
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