For a refresher on what Connectors are, and setting them up, visit Connectors | Set Up.
Step 1.
Access the SalesRabbit web app (app.salesrabbit.com) and click on Settings > Connectors.
Click the “Get Started” button
*** If you already have a connector set up, click the "Create New" button.***
Step 2.
Fill out the corresponding information for each field to set up the connector by:
- Setting the Connector Type as an App Connector
- Naming your connector as Send RepCard
- Copy and paste the following code into the URL section:
https://repcard.app.link/sendCard?fname={lead.firstName}&lname={lead.lastName}&number={lead.phonePrimary}&email={lead.email}&address={lead.street1}&city={lead.city}&state={lead.state}&postalcode={lead.postalCode}¬es={lead.notes} - Select "Connected to Lead" as Optional
- Lastly, click the save button
Step 3.
Congratulations! You have just completed the setup for your RepCard mobile connector!
Double-check that it is set to on. If so, you're good to go!