ImproveIt 360 Lightning

Article Overview

The following article walks through requirements to set up the SalesRabbit's integration with ImproveIt 360 Lighting. It will then guide you through the steps to setting up i360 Lightning within SalesRabbit's Integration Marketplace.

TIP: In order to authenticate your i360 account in SalesRabbit, you will need to update some security settings in your i360 account, this will require Owner/Admin access.

i360 Lightning Setup

Part 1: Update Security Settings in i360 Lightning

This part will demonstrate how to update your security settings in your I360 Lightning Account in order to authenticate your account within Salesrabbit.

Note: In order to authenticate your i360 account in SalesRabbit, you will need to update some security settings in your i360 account.

Inside your i360 Lightning account, navigate to the setup options in the top right hand corner:

When the new page loads, use the search bar in the upper left and type "OpenID", then select the option shown:

Ensure the toggle for “Allow OAuth Username-Password Flows” is enabled.

Your authentication is now ready. You can now go to SalesRabbit and complete the setup.

Setting Up i360 Lightning Within Salesrabbit

Part 1: Create Custom Fields In SalesRabbit

This part details how to create the necessary custom fields for a successful integration.

From the SalesRabbit Web App, navigate to "Settings" → "Custom Lead Fields".
Create a new API custom field named "i360 ID".
Create any additional custom fields you want to map to i360.
Click "Publish" for your custom fields to go live.

Note: If you want to pass specific “Lead Sources” or “Interested In” options, set them up here. Dropdown fields are recommended to ensure values match i360.

Part 2: Form Setup In SalesRabbit

This part will cover how to set up a form for i360 Lightning within Salesrabbit.

Note: A form is required for this integration.

You can either edit an existing form or select "+ New Form".

When creating a new form, it's recommended to name the form "i360 Form".
Drag Lead Fields onto your form.

Configuration Tips:

Select required fields before syncing.
Map Lead Source properly.
Assign Taken By user.
Set appointment defaults.
Map custom fields.

Part 2: Form Setup In SalesRabbit

This part will cover how to set up a form for i360 Lightning within SalesRabbit.

Note: A form is required for this integration.

You can either edit an existing form or select "+ New Form".

When creating a new form, it's recommended to name the form in the upper left corner. In this case, "i360 Form".
Open the dropdown form "Lead Fields" on the left hand side -> click and drag the following Lead Fields onto your i360 form.

Note: "Lead Fields" are fields that already exist on a lead. Form fields WILL NOT sync to i360.

Field Name	Field Type	Required/Optional	Description*	Field Key
First Name	Lead Field - First Name	Optional (recommended)	First Name of customer	firstName
Last Name	Lead Field - Last Name	Optional (recommended)	Last name of customer	lastName
Phone	Lead Field - Phone	Optional (recommended)	Phone of customer	phonePrimary
Email	Lead Field - Email	Optional (recommended)	Email of customer	email
Street Address	Lead Field - Street Address	Optional (recommended)	Street Address of customer	street1
Apt/Suite	Lead Field - Apt/Suite	Optional	Apartment or Suite number	street2
City	Lead Field - City	Optional (recommended)	City of customer	city
State	Lead Field - State	Optional (recommended)	State of customer	state
Postal Code	Lead Field - Postal Code	Optional (recommended)	Postal Code of customer	postalCode
Appointment	Form Field - Date/Time	Optional	Appointment Time from form	appointmentTime
Notes	Lead Field - Notes	Optional	Notes from the Lead	note

Note: Any custom fields you want to sync to i360, should be added to this form as well. Feel free to make any of the options required to ensure clean data.

Part 3: i360 Integration Configuration Wizard

Click on "New Authentication", an authentication window will appear.
Within the new authentication window:
- Rename the authentication if you would like.
- Enter your Username and Password
- Another window (SalesRabbit oAuth) will open where you can your Enter your i360 Username and Password.

Note: The user that is authenticating must have Admin level permissions.

Select the form you created from the dropdown

IMPORTANT Tip: Please read the description on this page. If choosing to enable Lead Sync, you NEED to understand how it works.

If you choose to enable Lead Sync, other options will appear on the page.

Part 4: Salesrabbit i360 Configuration With Lead Sync

This section will walkthrough the configuration if you choose to utilize the Lead Sync option.

This is where you will determine which lead statuses in SalesRabbit will initiate the sync with i360. You can choose one, or add multiple.
You can select the SalesRabbit fields that you want to require to have data in them prior to syncing the lead. ***This step is very important*** Setting this up correctly will ensure that leads have all your required data before creating an eLead.
Selecting a Lead Source is required. However, you have some options on how this works.
Select a default Lead Source and do not map a custom field. This will create every eLead with the selection from this page.
Select a default Lead Source and map a custom field. This will always prioritize the custom field mapping first. The default will only be used if a value is missing on your form submission.
Set up your Taken By options. By default, the integration will map the Lead Owner to the i360 Taken By field. The Staff ID is what will be passed to this field, allowing you to set up automations in i360.
Selecting a default Rep below allows us to fall back to this user if the SalesRabbit user is not found in the list of Staff members in i360.
Appointment setup. The integration will automatically populate appointments set in SalesRabbit to i360. In this section you can set the default appointment length.
Custom Field Mappings. This is the section where you can map your SalesRabbit custom fields to i360 fields. When you are finished mapping your Custom Fields, be sure to hit the "Finish" button.