Article Overview
This article covers the steps required to set up and configure the PestPac integration through the SalesRabbit Marketplace, which is only available for Pro or Enterprise membership plans. It explains how to create the form for this integration, obtain the necessary IDs, and configure API settings for a successful integration.
Part 1: Send PestPac Company ID to SalesRabbit
- Your six digit PestPac Company Key is the unique identifier for a PestPac account. This ID is used to identify where the information will be sent from SalesRabbit into PestPac.
- Send your six digit PestPac Company Key to implementation@salesrabbit.com
- SalesRabbit will reach out to PestPac, at apisupport@workwave.com, to have them enable the integration.
- This integration cannot be configured until PestPac has enabled the connection through your Company Key.
Part 2: SalesRabbit Custom Field Creation
To begin, you will need to create a custom field in SalesRabbit that will be used to map your PestPac technicians.
Log in to the SalesRabbit Web App.
Navigate to "Settings" → "Custom Lead Fields".
- Create the following fields:
Field Name |
Field Type |
Description |
Field Key |
|---|---|---|---|
| Initial Appointment | Date/Time | initialAppointment | |
| Initial Price | Currency | initialPrice | |
| Regular price | Currency | regularPrice | |
| Service Notes | Text | serviceNotes | |
| Payments ID | API | paymentsID | |
| PestPac Location ID | API | Required* | pestPacLocationID |
Click the Publish button in the bottom-right corner to save and activate the custom fields.
Part 3: Form Creation
This form will be used to transfer lead information from SalesRabbit into PestPac. Follow the steps below to create a form that passes the correct data into PestPac.
Tip: To learn more about creating forms, see: Creating Forms | Article Walkthrough
- Navigate to Settings → Form Builder
- Click Create New Form.
Name your form. This name will be visible to SalesRabbit reps. We recommend something clear and specific, such as Submit to PestPac, to help reps understand the form’s purpose.
-
Add two separate sections to your form:
Customer Details
Service Options
In each section, click and drag the appropriate Lead/Form Fields into place.
| Field Name | Field Key | Field Type | Required/Optional | Description* |
|---|---|---|---|---|
| Section 1 - Customer Details | ||||
| First Name | firstName | Lead Field - First Name | Required* | First Name of customer |
| Last Name | lastName | Lead Field - Last Name | Required* | Last Name of customer |
| Phone | phonePrimary | Lead Field - Phone | Required* | Phone of customer |
| Alternate Phone | phoneSecondary | Lead Field - Alternate Phone | Not Required | Secondary Phone of Customer |
| Lead Field - Email | Required* | Email of customer | ||
| Street Address | street1 | Lead Field - Street Address | Required* | Street Address of customer |
| Apt/Suite | street2 | Lead Field - Apt/Suite | Not Required | Apartment or suite number |
| City | city | Lead Field - City | Required* | City of customer |
| State | state | Lead Field - State | Required* | State of customer |
| Postal Code | postalCode | Lead Field - Postal Code | Required* | Postal Code of customer |
| Section 2 - Service Options | ||||
| Initial Appointment | initialAppointment | Lead Field - Initial Appointment | Not Required | Appointment time for tech or region |
| Initial Price | initialPrice | Lead Field - Initial Price | Not Required | Initial price for pest service |
| Regular price | regularPrice | Form Field - Regular Price | Not Required | Regular pricing for pest service |
| Service Notes | serviceNotes | Lead Field - Service Notes | Not Required | Schedule Monthly, Quarterly, or Bi-Annually |
- Your form should look similar to this example:
- Next, enable Custom Form Responses.
- In the upper left-hand corner of the form creation page, click the cogwheel icon and turn on custom form responses toggle.
- Click on the “Publish” button in the bottom right corner and confirm.
Part 4: PestPac Integration Configuration Wizard
This part will demonstrate how to complete the PestPac marketplace integration configuration wizard found on the SalesRabbit Web App.
- Navigate to the Marketplace under "Integrations". (Must have admin access) Select the PestPac Integration Card.
- Navigate to the "Configuration" tab and click "Enable".
-
Authentication & Form Selection Page:
-
Click "New Authentication" to name your authentication and enter your six digit "PestPac Company ID".
- Note: The name can be anything. Below the name you will need to enter your Company Key.
- Under "Form", select the SalesRabbit form you created for this integration from the dropdown list.
- Click "Next" to proceed and complete the configuration wizard.
-
Click "New Authentication" to name your authentication and enter your six digit "PestPac Company ID".
Branch, Source, & Notes Page:
- Branch: use the dropdown to select the PestPac Branch you'd like to create records for.
- PestPac Source: use the dropdown to select the source you want to display in PestPac.
- Note Type: use the dropdown to select the note type you'd like to use in PestPac.
- Click the "Next" button to proceed to the next page of the configuration.
Service Setup Creation
- If you would like the integration to create Service Setups in your PestPac account, select the checkbox.
- Initial Technicians will always be assigned to the Tech1 slot on a Service. If you would like to map the SalesRabbit Sales Rep to another slot, you can check the box here and designate which slot they should go to.
- Click the "Next" button to proceed to the next page of the configuration.
If you opted out of having the integration create Service Setups skip to the next step.
Service Setup Creation Cont..
A couple of notes about how the integration will map Services, Schedules and Technicians
- Any of these items you want to sync to PestPac, will need to be created in a Custom Field in SalesRabbit.
-
You will need 3 different custom dropdown fields:
- Services - This can be a multi-select option.
- Schedules
- Initial Technician
- The options you add to these fields, need to be formatted in a very specific way in order for the integration to map them correctly.
- This page will give you the option to have all the values emailed to you in the acceptable format. You can then just copy the values you want from the email, into the associated custom field.
-
If you choose to create them yourself, the format is as follows:
-
Services: “service description (service code)
- Example: “RodentGuard Program (RG)”
-
Schedules: “schedule description (schedule code)
- Example: “Quarterly - Every 90 Days (Q-90 DAYS)”
-
Initial Technician: “name (techId)”
- Example: “John Doe (197)”
-
Services: “service description (service code)
Important Note: In your SalesRabbit dropdown fields, you may run into character limits. Shortening the name or description is perfectly fine, as long as the values in parenthesis stays the same. Additionally, if you have any descriptions that include parenthesis, the parenthesis will need to be removed.
-
Customer Locator Pins Page:
- Checking the "Customer Locator Pins" check box will allow PestPact to create, update, and/or delete customer locator pins from your SalesRabbit account. If enabled, users will need to tell SalesRabbit what to do when a PestPact location becomes inactive.
- Use the dropdown box to select what you'd like to happen to customer pins when a location becomes inactive.
- Click the "Finish" button to complete and apply any changes you have made to the configuration.
- Once you click Finish on the final page of the setup wizard, your PestPac integration will be live. However, if you selected to create Service Setups, there are some more items that need to be done.
You will now need to go and create your custom dropdown fields for Services, Schedules and Technicians.
Services, Schedules and Initial Technician Custom Fields:
If you chose to have the email sent, the Services and Schedules sections will look similar to this:
You can copy these exactly how they are. If you run into character limits, again just ensure that the values in parenthesis remain the same.
For Example:
The service: Cal. King Mattress Bed Bug Encasement (Z-CKMC), would exceed the character limit.
Acceptable Modification: Cal. King Bed Bug (Z-CKMC)
Unacceptable Modification: Cal. King Bed Bug (Z-C)
Your drop-downs should look similar to this:
- Click the Publish button in the bottom-right corner to save and activate the custom field.
Add your new Custom Fields to your Form
- Go to the form you selected for this integration.
- Click on Lead Fields
- Find your new fields and add them to section 2 of your form.
- Click the Publish button in the bottom-right corner to save and activate the changes to your form.
You are all set up. If you ever need to add/remove any Services, Schedules or Technicians, you only need to make those changes in the Custom Fields.
If you encounter any issues, please contact SalesRabbit Support or your Customer Success Manager (CSM) for assistance.
Note: You can disable or reconfigure the integration at any time by selecting Disable or Reconfigure. When active, the integration will display an Enabled status indicator.