SalesRabbit and SARA Plus are integrated to improve lead management
SARA Plus is the next evolution of the industry leading AT&T and Viasat order entry software SARA. The need for the dealer to manage more of their business in one simple interface was heard and SARA Plus is the answer. Partnering with SalesRabbit, SARA Plus now has everything the dealer needs to run their business. Learn about what this integration does and how you can enable it for your account.
What does this integration do?
- Passes your lead data directly into SARA Plus from your SalesRabbit account.
- Automatically transfers agreement information to SARA Plus system.
- Pushes data into SARA Plus for an eligibility and serviceability check.
What data is transferred into SARA Plus?
- First Name
- Last Name
- Street Address
- Postal Code
- Date of Birth
The following steps are required to setup the Sara Plus integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit’s Pro or Enterprise membership plans. Additionally administrative access is required in order to access API keys and other credentials/settings in configuring this integration.
Part 1: Create SARA Plus ID Field
#1 Go to SalesRabbit and login. On the left hand side, click “Settings”
#2 Next, click on “Custom Fields”
#3 Create a field called “Sara Plus Customer ID” and make sure the text matches the screenshot.
#4 Create another field called “Sara Plus Order URL”. This wont be added to the form, but will be used in a later step.
Integration Set Up
The following steps are required to set up the Sara Plus integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit’s Pro or Enterprise membership plans. Additionally administrative access is required in order to access API keys and other credentials/settings in configuring this integration.
Part 1: Form Creation
#1 Create a New Form. Make a section called Contact Details and import the following Lead fields.
Note: Field API name MUST match the example provided. All fields are required except for First Name, Last Name, and Apt/Suite.
#2 Turn on Custom Form Responses.
#3 Click on “Publish” Button and confirm.
Part 2: Obtain Sara Plus API Key
#1 Go to “Sara Plus” and login. In the top menu bar, navigate to ‘Admin>API Admin>API Access’.
Part 3: Find Dealer and Conn ID
#1 In the top menu bar, navigate to ‘Admin>Dealer Config>Dealer Data’. There you will find your DealerConnID and your ConnID.(Refer to screenshot)
Part 4: Configure Sara Plus Integration
#1 Navigate to the Marketplace under “Integrations”. (Must have admin access)
#2 Select the Sara Plus Integration Card.
#3 Navigate to the “Configuration” tab and click “Enable”.
#4 Select the Sara Plus Eligibility Form from the dropdown and click Next.
#5 Select the Sara Plus Service Check Form from the dropdown and click Next.
#6 Input your API Key from Sara Plus and click Next.
#7 Insert the Sara Plus Dealer Conn ID then click Next.
#8 Input your ConnId from Sara Plus and click Finish.
Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking “Disable” or “Reconfigure” respectively. Additionally, if the integration is currently live you should see an “enabled” indicator on the integration. Your Sara Plus integration should now be live and allow you to create leads in Sara Plus through form submission!
Set Up Your Integration Now
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 email@example.com 801-418-9009.