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.
Click Add Field, then select Dropdown as the field type.
Name the field Initial Technician.
Add each of your technician names as individual dropdown options. These names should match the technician records you plan to map in PestPac.
Click the Publish button in the bottom-right corner to save and activate the custom field.
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.
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Add four separate sections to your form:
Customer Info
Pest Control Service
Mosquito Service
Technician
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 |
| Services | services | Form Field - Dropdown | Not Required | Notes of the interaction |
| Section 2 - Pest Control Service | ||||
| Pest Initial Appointment | pestInitialAppointment | Form Field - Date/Time | Not Required | Appointment time for tech or region |
| Pest Initial Price | pestInitialPrice | Form Field - Currency | Not Required | Initial price for pest service |
| Pest Regular Price | pestRegularPrice | Form Field - Currency | Not Required | Regular pricing for pest service |
| Pest Schedule | pestSchedule | Form Field - Dropdown | Not Required | Schedule Monthly, Quarterly, or Bi-Annually |
| Pest Service Notes | pestServiceNotes | Form Field - Text | Not Required | Notes about the pest service |
| Section 3 - Mosquito Service | ||||
| Mosquito Initial Appointment | mosquitoInitialAppointment | Form Field - Date/Time | Not Required | Appointment time for tech or region |
| Mosquito Initial Price | mosquitoInitialPrice | Form Field - Currency | Not Required | Initial price for mosquito service |
| Mosquito Regular Price | mosquitoRegularPrice | Form Field - Currency | Not Required | Regular pricing for mosquito service |
| Mosquito Schedule | mosquitoSchedule | Form Field - Dropdown | Not Required | Schedule Monthly, Quarterly, or Bi-Annually |
| Mosquito Service Notes | mosquitoServiceNotes | Form Field - Text | Not Required | Notes about the mosquito service |
| Section 4 - Technician | ||||
| Initial Technician | initialTechnician | Form Field - Dropdown | Required* | Initial Technician for Calendar |
- 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".
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Authentication & Form Selection Page:
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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.
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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.
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Services & Schedule Page:
- Service Setup Creation: when checked SalesRabbit will create Service Setups in PestPac.
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PestPac Service Mappings:
- Use the "+ Add Mapping" button to map your SalesRabbit custom fields to PestPac service fields.
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PestPac Schedule Mappings:
- Use the "+ Add Mapping" button to map your SalesRabbit custom fields to PestPac schedules fields.
- Click the "Next" button to proceed to the next page of the configuration.
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Technicians & Regions Page:
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PestPac Technician Mappings:
- Use the "+ Add Mapping" button to map the technicians listed in the "Initial Technician" form field (review Part 3 of this article) to their associated PestPac Initial Technician email address.
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PestPac Region Mappings:
- Use the "+ Add Mapping" button to map your SalesRabbit Orgs to PestPac Technician Orgs.
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PestPac Technician Mappings:
- Click the "Next" button to proceed to the next page of the configuration.
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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 coniguration.
- Once you click Finish on the final page of the setup wizard, your PestPac integration will be live. You can now submit forms in SalesRabbit to create leads and appointments in PestPac.
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.
Optional: Enable Time Scheduling (Setup Via PestPac)
- If you'd like to configure the calendar to show available times for specific techs or all techs, please reach out to your CSM with your PestPac Tenant ID to get the feature enabled.