The following steps are required to set up the ServSuite integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally, administrative access is required in order to access API keys and other credentials/settings in configuring this integration.
Part 1: Create Custom Lead Fields
Add the following custom lead field under Settings > Custom Lead Fields
| Field Name | Field Key | Field Type | Description |
| Branch | branch |
Lead Field - Dropdown |
Dropdown menu of the different branches under the company in ServSuite. OPTIONAL: You will only need to add this if you want to set up multiple branches. Single branch setups don't need this field. |
| ServSuite Account ID | servSuiteAccountID |
Lead Field - API |
Will store the account ID when an account is created. |
| ServSuite Site ID | servSuiteSiteID |
Lead Field - API |
Will store the site ID when the site is created. |
- Click the Dropdown custom lead field box to add the field.
- Change the name of the field from "Dropdown" to "Branch"
- Be sure to add the different branches under the company in ServSuite as options (they will need to match the spelling/formatting you have in ServSuite).
- Click "Publish".
Part 2: Form Creation
Create a New Form under Settings > Form Builder.
| Field Name | Field Key | Field Type | Required/Optional | Description* |
| First Name | firstName | Lead Field - First Name | Required | First Name of customer |
| Last Name | lastName | Lead Field - Last Name | Required | Last Name of customer |
| Business Name | businessName | Lead Field - Business Name | Optional | Business Name |
| Phone | phonePrimary | Lead Field - Phone | Required | 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 | 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 |
| Notes | note | Lead Field - Notes | Required | Notes |
Turn on Custom Form Responses
Once the changes have saved (visible near the top right corner), click Publish.
Part 3: Configure ServSuite Integration
Navigate to the Marketplace under "Integrations". (Must have admin access)
Select the ServSuite Integration Card.
Navigate to the "Configuration" tab and click "Enable"
Select the published form from the dropdown list, click Next.
You'll need to add user credentials here so the integration is authorized to create accounts and sites on your ServSuite account, click Next.
*Be aware that these will be visible to other Administrators/ Owners on the account if they reconfigure the integration.
The final step is to enter your ServSuite account's Locale ID, Company ID, and sort out the branches setup.
If you don't know your Locale ID, Company ID, or Branch ID you can reach out to the ServSuite Support team and they can help you retrieve that information using your credentials.
If you are setting up multiple branches, check the box and leave the Branch ID field blank. We'll use the dropdown menu on the form and as long as it matches a branch under your company in ServSuite we can route it appropriately.
If you are setting up a single branch, leave the box unchecked and add the branch ID to the Branch ID field.
Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking "Disable" or "Reconfigure" respectively. Additionally, if the integration is currently live you should see an "enabled" indicator on the integration.
Your ServSuite integration should now be live and allow you to create accounts and sites through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration.