SalesRabbit is a tool to help generate leads, manage, and automate your outside sales process.
In this article
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
What is SalesRabbit?
SalesRabbit is the complete outside sales app. 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.
How it works
Create a Project in CompanyCam when a SalesRabbit Form form is submitted.
Upload Pictures to CompanyCam from SalesRabbit.
What data is transferred into CompanyCam?
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!