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Zapier Integration Overview and Set Up

Posted by Brady Anderson | January 6, 2021

Set Up Zapier for your SalesRabbit account now

Zapier allows you to connect your apps and automate workflows. It’s easy automation for busy people. Zapier will move info between your web apps automatically, so that you can focus on your most important work. The Zapier integration will help to remove the process of double entry or importing/exporting of data between your utilized software. With the Zapier integration, information entered into SalesRabbit has the potential to be pushed through to over 600+ apps like Zoho, Sugar, Base, and Salesforce.

Data will be pushed from SalesRabbit to your other apps and workflows in Zapier. Any updates you make in SalesRabbit will be updated in the Zapier integration as well. Also, data can now be pushed back from your third party software(s) to SalesRabbit in order to create new leads or lead updates.

Fields Integrated

  • First Name
  • Last Name
  • Primary Phone
  • Alternate Phone
  • Email Address
  • Latitude and Longitude
  • Lead Status
  • Notes
  • Appointments
  • User ID
  • Any Custom Lead Fields (pro plan only)

Integration Set Up

Zapier is a web automation app. With Zapier you can build Zaps which can automate parts of your business or life. Zapier is not designed to be an interface for multiple users.  Each company will need to use one administrative email to sign up with Zapier.

*Before following the steps below, contact your CSM to request the Zapier integration is enabled for your SalesRabbit account.*

Part 1 – Trigger

A “trigger” in Zapier is the source information being pulled from that transfers to other sources.

Step 1

Go to “www.zapier.com” and click the orange “MAKE A ZAP!” button toward the upper right hand corner of the page.

Step 2

Choose a Trigger App – type “SalesRabbit” in the searchable text field box and click on the SalesRabbit drop down option.

 Step 3

Currently, we have one trigger – Leads.  

 Step 4

Go to a new tab on your page – go to “www.app.salesrabbit.com” – log in.

On the left of your page in the menu, click “Integrations.” Here you will see an API token.  Select the button “Click to copy to clipboard.”  

Go back to the Zapier tab.

Step 5

Click the Gray “Connect an Account” button in the lower left hand corner.  A pop up window will be revealed that reads: “Allow Zapier to access your SalesRabbit Account?”

Paste the API token in the blank text field.

Select the orange button that reads “Yes, Continue.”

Step 6

You will see your account in the available selections within Zapier.  For this example, we are using “SalesRabbit Test – Satellite” which is listed at the bottom.  To the right of “SalesRabbit Test – Satellite,” you will see a gray “Test” button.  Select it.

Assuming your API token was legitimate and the test was successful, you will notice the “Test” button will transform into a  green “Success!” box.  At this point, click the blue button in the lower right hand corner of the screen that reads, “Save + Continue.”

 

Step 7

There are two required triggers in Zapier – “Status” and “Event” – “Status” is equivalent to Lead Status in SalesRabbit; you will notice any customized Lead Statuses for your company are available in the drop down menu within this option. “Event” has two options – “New Lead” and “Updated Lead.”  “New Lead” is equivalent to a new Lead Status in SalesRabbit, whereas “Updated Lead” is equivalent to a modified Lead Status in SalesRabbit.

After the initial selection, if you wish to add additional statuses, select the “+” button – to remove a status, select the “-” button.

Select “Continue” when you have completed customizing your Lead triggers.

 Step 8

Zapier gives you the opportunity to verify an existing lead.  For this test to be successful, you need to have a recent lead created and verify that it matches the trigger options you chose on the previous page.  To test, click the blue “Fetch & Continue” button.

 If you have met the conditions listed on the previous page, the page will reveal the test was successful.  Click “Continue.”

Part 2 – Action

An “action” in Zapier is where the information pulled from the trigger is received. There are a number of Action Apps information that may be triggered into action through Zapier.

Step 1

Search for your integrations and tools of preference by typing the names in the blank text box.  For example, Google Sheets.

Once you have chosen the app you wish to zap, it will take you to a page that looks similar below. At this point in the steps, the fields required are specific to the app you choose.  While the fields will likely be different than the app of your choosing, the pages and steps will be similar.

Step 2

Select what is most applicable to what you are trying to achieve.  Select the blue button “Save + Continue.”

Step 3

Select appropriate fields within the drop down menus on the screen.

Zapier will have fields that need to match SalesRabbit fields – match what is appropriate with what is listed that your company would like to have listed in the ‘actioned’ app.

Once completed, select the blue “Continue” button. 

Step 4

Test the Action by selecting the “Create & Continue” button. 

If successful, click on the orange “Finish” button.

Step 5

Name your “Zap” and turn it on.   

Once you have chosen a name for your Zap and turned it on, your screen will appear similar to the screenshot below.  Click the “See it on your Dashboard” button. 

Your dashboard organizes your Zaps and reflects the information being triggered into action by Zapier. 

Now you know how to create Zaps through Zapier.  You may use this tool for SalesRabbit in relation to CRMs and other tools you use to enhance your business and improve efficiency. If you’re interested in learning more about our integrations or SalesRabbit products, Schedule a demo to learn more about this feature. If you’re already a SalesRabbit user, login to our Help Center and get unlimited SalesRabbit resources.

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