Sam Dearing Enerflo Integration Overview
Enerflo is a sales process management software that optimizes the in-home sales experience. Built by in-home sales and software experts, it increases your efficiency by creating a custom-fit process to match your culture and goals. See how Enerflo’s software has integrated with SalesRabbit to further enhance your sales data process.
What does this integration do?
- Send your SalesRabbit data into Enerflo to create custom proposals with data and photos.
- Eliminate duplicate entry issues by syncing data.
- Export lost deals into SalesRabbit for followup
What data is transferred into Enerflo?
- First Name
- Last Name
- Phone
- Street Address
- City
- State
- Postal Code
- Custom Fields
3 Steps to use this Integration
Step 1.
Generating your new API Token:
Access the SalesRabbit web app (app.salesrabbit.com) and go to Integrations > API.
Click on the “API Token” button.
Step 2.
Renaming your token:
You will want to rename your created token to keep track of what it connects to. Click on your newly created token and rename it. (ex. Enerflo API Token)
Step 3.
Configuring the Integration with the API:
After creating and renaming your token, please reach out to Enerflo directly. They will help facilitate the remainder of the configuration for this integration.
Set Up More Integrations
If you’re interested in using any of these powerful integrations, any and all of these integrations can be set up through our Help Center portal, the Integration Marketplace or by reaching out to your account CSM or support team at support@salesrabbit.com 801-418-9009.
