Use these CRM Integrations to manage your leads

Some of the most used CRM’s in the world: Microsoft Dynamics, Pipedrive, and Salesforce are also integrations with our SalesRabbit software. The goal of our integration with these CRM’s is to help you manage the lifecycle of your customer in an efficient way and seamlessly integrate your lead generation process all in one place. Check out these specific integrations and choose the best fit for you.

Microsoft Dynamics

Microsoft Dynamics is an enterprise resource planning and customer relationship management software. Showcasing a portfolio of business applications that empowers your organization to deliver operational excellence and delight every customer.  

What does this integration do?

• Create a Lead in Microsoft Dynamics 365.
• Quickly and securely upload documents.
• Create an Account in Microsoft Dynamics 365.
• Create an Opportunity in Microsoft Dynamics 365

Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. 

What does this integration do?

• Create an Organization in Pipedrive.
• Populate a Person in Pipedrive.
• Create Notes in Pipedrive.
• Create a Deal in Pipedrive.

Salesforce

One of the best CRM’s in the game is Salesforce. We recommend Salesforce for larger companies seeking custom automation. 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

This integration is a one way Lead sync from SalesRabbit to Salesforce and requires an additional Administrator license. 

What does this integration do?

• Reps use SalesRabbit, Admins use Salesforce
• Eliminate double-entry
• Have as many leads in SalesRabbit needed to allow your reps to stay organized
• Customize the way you group and organize leads in Salesforce
• Use SalesRabbit information to fit your sale-to-customer process

Set Up Your Integration Now

If you’re interested in using any of these powerful CRM’s, any and all of these integrations can be set up through our Help Center portal or by reaching out to your account CSM or support team at support@salesrabbit.com 801-418-9009.