SalesRabbit
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SalesRabbit is an advanced sales enablement and customer relationship management software. It provides an API that allows third-party applications to interact with its data. Here's a simple guide on how you can access a 3rd party API token in SalesRabbit.
Navigate to the API token: On the left pannel you should see a dropdown carat next to Integrations, Click that and then click 3rd Party
Copy the API token: At the top of the screen you should see a text area labeled “API Token”. Make sure to copy all the characters and not any white space. Or click the button on the top right to copy to the clipboard.
Remember to keep this token secure, as it provides access to your SalesRabbit account. Never share it with unauthorized individuals or applications, and don't include it in client-side code where others might see it.
This Integration will be triggered once a user submits a Form in SalesRabbit. Talk to your Coperniq CSM about best practices for building a SalesRabbit Form.
This Integration will create a Request in Coperniq. See the standard field mapping below.
Lead
Name
Request
Title
Lead
Address
Request
Site Address
Lead
Contact
Lead
Appointment Date
Appointment
Date
Lead
<CUSTOM_FIELD>
Request
<CUSTOM_FIELD>
This Integration will be triggered once a Proposal's Status updates to Sold in SalesRabbit.
This Integration will create a Project in Coperniq. See the standard field mapping below.
Lead
Name
Project
Title
Lead
Address
Project
Site Address
Lead
Contact
Lead
<CUSTOM_FIELD>
Project
<CUSTOM_FIELD>
