Sales Rabbit Integration

What does your Integration with Sales Rabbit do?

Information Pulled from Sales Rabbit:

• Users
• Jobs
• Appointments
• Sales Process Stages

Users: Pulls users from the CRM and maps those users to the current OCC Users automatically if the email matches, manually via an Admin UI

Jobs: Pulls jobs from the CRM. This can be mapped differently depending on the CRM. SalesRabbit uses leads.

Appointments: Pulls appointments from the CRM. This can be mapped differently depending on the CRM.

Sales Process Stages: Pulls stages from the CRM to use them in the OCC UI to sync back to the CRM.

Sales Process Stage: Once a Salesrep in OCC sets the sales stage, that syncs back to the CRM.