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ImproveIt 360 | Set Up (Lightning)

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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. 

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.

Part 2: 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 type custom field and name it "i360 ID".
    • Tip: create any additional custom fields you want to map to i360.
    • 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.
  • Click "Publish" for the custom fields to go live.

Part 3: Form Setup In SalesRabbit

In order to send leads from SalesRabbit -> i360 Lightening, a mobile app user will need to submit a form. This part demonstrates how to create the form users will submit. The form submission acts as the "trigger" to send.

Note: A form is required for this integration.

  • From the SalesRabbit Web App, navigate to "Settings" -> click "Form Builder".
  • 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 the lead. Form fields WILL NOT sync to i360.
    • Tip: any custom fields you wish to sync to i360 should be added to the form as well. Feel free to make any custom fields Required to ensure clean data.
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 Lead Field - Appointment Optional Appointment Time on the lead appointmentTime
Notes Lead Field - Notes Optional Notes from the Lead note
i360 ID Lead Field - API Optional Will auto-fill with the i360 ID post submission. i360_id
Custom Fields Lead Field(s) Optional   Will depend on the custom field
  • Here's an example of a what a completed form should look like:
  • Before publishing the form, select the "Gear" icon in the upper left corner -> enable "Custom Form Responses" -> click "Publish" in the bottom right corner.

Part 4: i360 Integration Configuration Wizard

In order to send leads from SalesRabbit -> i360 Lightening, a mobile app user will need to submit a form. This part demonstrates how to create the form users will submit. The form submission acts as the "trigger" to send.

  • From the SalesRabbit Web App, navigate to "Integrations" -> click "Marketplace" -> select the "i360 Lightening Integration" tile.
  • Navigate to "Configuration" -> click "Enable".
  • i360 Integration Setup Page:
    • i360 Authentication: 
      • Select "New Authentication" and authenticate your i360 Lightening Account.
        • Note: the user that is authenticating must have Admin level permission within i360 Lightening.
      • 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.
  • SalesRabbit Form Selection:
    • Select the "Submit to i360" form that was created in Part 2 of this article.
  • Click "Next" button to move onto the next page of the configuration wizard.
  • Lead Status Sync Page:
    • IMPORTANT TIP: Please read the following description. If you wish to enable Lead Sync, you NEED to understand how it works.
    • Lead status sync means that eLeads will be created in i360 automatically when your specified Lead Status(es) are selected. While very convenient, this can lead to partial/bad data being created in i360. There are very few circumstances where we would recommend using this feature.
    • How Lead Sync Works:
      • Trigger: syncs automatically on specified SalesRabbit status updates.
      • Data Quality: records only move to i360 once all your "Required Fields" are populated.
      • Auto-Retry: if data is missing, the integration retries 3 times (immediate, 2 mins, 5 mins).
        • Note: if all retries fail, the lead will not sync until the specified Lead Status is used again.
    • Choose if you would like to enable Lead Sync. If choosing to not use Lead Sync, form submission will be the trigger to send lead information from SalesRabbit -> i360 Lightening.
    • If choosing to enable Lead Sync, other options will appear on the page.
      • Please select the Lead Statuses you'd like to use to send data to i360:
        • Use the "+ Add SalesRabbit Statuses" button to select which statuses will act as the "trigger" to send lead data to i360.
  • Please select the data fields you would like to require for a successful sync:
    • Use the "+ Add Fields" button to select which fields are required for a successful sync.
  • Click the "Next" button to move onto the next page of the configuration.
  • Lead Source Mapping Page:
    • 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.
    • Click the "Next" button to move onto the next page of the configuration.
  • Taken By Assignment Page:
    • 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.
    • Click the "Next" button to move onto the next page of the configuration.
  • Appointment Setup Page:
    • "Select a Default Appointment Length" dropdown: 
      • The integration will automatically populate appointments set in SalesRabbit to i360. In this section you can set the default appointment length.
    • Click the "Next" button to move onto the next page of the configuration.
  • Custom Field Mapping Page:
    • Use the "+ Add Mappings" button to map SalesRabbit Custom Fields to i360 Fields.
    • Click the "Finish" button to complete the configuration setup.

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