Before you start
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
To start integrating the two, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission.
You must have an active account with both CompanyCam and SalesRabbit in order to integrate the two services.
What is SalesRabbit?
SalesRabbit is a tool to help generate and manage leads as well as automate your outside sales process. It's a sales enablement service and mobile CRM designed specifically for outside sales, including field sales and door-to-door sales teams. Their canvassing app provides solutions for lead tracking, lead management, and all your other field sales and D2D needs.
Setup
Please take a look at the documentation to integrate: Integration Instructions and documentation. You will need your SalesRabbit login to access this documentation.
How it works
Create a Project in CompanyCam when a SalesRabbit Form is submitted.
Upload Pictures to CompanyCam from SalesRabbit.
What data is transferred into CompanyCam?
Contact Details
First Name
Last Name
Street Address
Apt/Suite
City
State
Postal Code
If you need support integrating or have any issues with the integration, please reach out to SalesRabbit support using this form.
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!