Article Overview
This is article provides an overview of the Enerflo integration with SalesRabbit and provides a scope of the integration capabilities.
Part 1: About Enerflo
Enerflo is a sales process management software that optimizes the in-home sales experience. Built by in-home sales and software experts, it increases your efficiency by creating a custom-fit process to match your culture and goals.
At a glance:
| Form Submission | Lead Status Auto-Submission | Custom Fields | Lead File Attachments | 2 Way Sync | User Assignment | Lead Status Update Post Submit | Connector |
|---|---|---|---|---|---|---|---|
| ✓ | ✓ |
Part 2: What does this integration do?
- Sends your SalesRabbit data into Enerflo to create custom proposals with data and photos.
- Eliminates duplicate entry issues by syncing data.
- Export lost deals into SalesRabbit for follow-up.
Part 3: What Data is Transferred to Enerflo?
- First Name
- Last Name
- Phone
- Street Address
- City
- State
- Postal Code
- Custom Fields
Follow this Link to find the steps on setting up the Enerflo Integration.