Navigate to the “Configuration” tab and click “Enable”.Ĥ. Navigate to the Marketplace under “Integrations”. Enter in “SalesRabbit ID” for the field name (example below).ġ. Drag the ‘Single Line’ field from the left onto where you’d like it to be on the right.Ĥ. Click the blue button “Create & Edit Fields”.ģ. Navigate to Settings > Customization > Modules and Fields > Leads > FieldsĢ. Part 3: Create SalesRabbit ID Custom Field In Zohoġ. Job Name is required if a job is being sent.Ĭlick on “Publish” Button and confirm. Note: Field API name MUST match the example provided. First and Last Name are required, the other fields are optional. Make a section called Contact Details and import the following Lead fields. Part 1: Add Custom Lead FieldsĪdd the following custom lead field under Settings > Custom Lead FieldsĬreate a New Form under Settings > Form Builder. Additionally administrative access is required in order to access API keys and other credentials/settings in configuring this integration. Note: This integration is only available to customers on SalesRabbit’s Pro or Enterprise membership plans. The following steps are required to setup the Zoho CRM integration through the SalesRabbit Marketplace.
This is a great tool to make the life of you and your sales reps easier. You can do this without writing a single line of code. They’re empowering you to redesign the user interface of the CRM, and create a personalized instance that meets your specific requirements and preferences. Zoho CRM brings the best of general-purpose and vertical solutions under one roof to SalesRabbit. Overview and Set Up of the ZOHO CRM + SalesRabbit Integration
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