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Benefits

Lead Management

Pass lead details from SalesRabbit into Salesforce

Calendaring

Pass appointment dates and times from SalesRabbit into Salesforce

Notes

Pass notes and logged details from SalesRabbit into Salesforce

About SalesRabbit

Salesforce is a cloud-based CRM that we recommend for solar companies.  This integration allows leads from SalesRabbit to be pushed through to Salesforce.  These submissions are created as a Lead in Salesforce.  Each company can select the specific lead statuses that will be pushed through to Salesforce

About Salesforce

Salesforce offers an array of customization after a lead is imported from SalesRabbit. Our integration ends when the lead is successfully imported into Salesforce. Companies have their own methodology and account preferences in Salesforce that are unique to them. Salesforce allows you to group and organize your leads in so many ways; you can use the SalesRabbit information to fit your process.

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