SalesRabbit-FreshLime Integration Set Up

If you’re a customer of both SalesRabbit and FreshLime, and you want to use the combined power of leads and conversations, then you’re in the right place. This integration allows you to create new leads or update existing leads in SalesRabbit as conversations happen in FreshLime. From SalesRabbit, you can continue working the lead through various statuses and jump back into the conversation on FreshLime. Here’s how you get started:

1. Go to the FreshLime web app and log in (app.freshlime.com)

2. Navigate to the profile settings
   
   

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3. Click on “Integration Settings”
   
   

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4. Open the SalesRabbit Integration section. We’ll leave this window open while we do a couple of things in SalesRabbit. Don’t worry, we’ll be back to enter the information in here.
   
   

5. In a new window, go to the SalesRabbit web app. (app.salesrabbit.com) and login.

6. First, click on “Settings” from the left-hand menu
   
   

7. Then click on “Lead Statuses”
   
   

8. Click “new”
   
   

9. Enter in the following text/selections (NOTE: You must enter the name exactly as is written inside the quote marks below):
   
   

   1. Name: “Conversation Held”

   2. Abbreviation: “CH”

   3. Status: Active

   4. Color: Olive

   5. Icon: Chat Bubble

10. Click save.

11. Then click on “Custom Lead Fields”
    
    

12. Click on “text” three times to add three custom “text” fields.
    
    

13. Enter “flmct” on one, “flcid” on the second, and “flmid” on the third.
    
    

14. Select “Settings” from the left-hand menu.
    
    

15. Select “Connectors”
    
    

16. Click “Create New”
    
    

17. Enter the following Information and click “Save”:

    1. Connector Type: App Connector

    2. Name: “FreshLime Conversation”

    3. URL: https://app.freshlime.com/messagecenter?m={lead.customFields.flmid}&c={lead.customFields.flcid}&t={lead.customFields.flmct}&fn={lead.firstName}&ln={lead.lastName}&ph={lead.phonePrimary}&em={lead.email}&lid={lead.leadId}

    4. Connected to Lead?: Required

18. Now select “users” from the left-hand menu.
    
    

19. Select your user.

20. Notice the ending number of the URL. Copy that number.
    
    

21. Go back to your FreshLime window and paste that number in the “User ID” field for the SalesRabbit Integration.
    
    

22. Now go back to the SalesRabbit window and click on “Integrations” and “API” from the left-hand menu. (You may need an admin for this next process).
    
    

23. Click on “API Token” to generate a new api token.
    
    

24. Rename the token to “FreshLime Integration” and click to copy.
    
    

25. Head back over to the FreshLime window and paste your API key into the “API Key” field on the SalesRabbit Integration section.
    
    

26. Click “Authenticate.”
    
    

27. You are now set up and ready to see leads come to SalesHub after they’ve had a conversation.