Accurately design and quote systems from anywhere. Generate bankable Shade Reports that are accepted by major rebate authorities and utilities including NYSERDA, MassCEC, ONCOR, and more.
At a glance:
| Form Submission | Lead Status Auto-Submission | Custom Fields | Lead File Attachments | 2 Way Sync | User Assignment | Lead Status Update Post Submit | Connector |
|---|---|---|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ |
What does this integration do?
- Creates the lead or customer record in project Aurora automatically by submitting a form from SalesRabbit. No duplicate data entry!
- Submit an Aurora design request without ever leaving SalesRabbit.
- Update customer consumption in Aurora
- View and interact with Aurora proposals directly inside the SalesRabbit app.
What data is transferred into Aurora?
- First name
- Last name
- Phone
- Street address
- Apt/suite
- City
- State
- Postal code
- Latitude
- Longitude
- Consumption data by month
- Sales rep (if applicable)
- Offset
- Type of design request (standard, expedited)
Set up this integration!