Integration · Canvassing

Ranked roofs, pinned on the canvassing map.

Every other CRM takes a contact. SalesRabbit takes a lead with real coordinates — which means a scored roof arrives as a pin on the map a rep already has open in the truck.

This is the integration that fits Roofbird best. Roofbird produces a ranked set of houses on a street, not a contact list, and SalesRabbit is built around exactly that: leads with latitude and longitude, on a map, worked door by door.

So the lead goes across with its coordinates, its rank and the reason to knock, and appears where canvassing already happens. The rep learns no new tool and never opens a laptop.

SalesRabbit also syncs leads onward into JobNimbus and AccuLynx through its own documented integrations, so a lead can reach your CRM without us writing to it.

How to connect SalesRabbit to Roofbird

1
Create an access token in SalesRabbit
In SalesRabbit, open Company Settings and create an API access token. It does not expire until you revoke it, so this is a one-time step. Copy it.
2
Paste it into Roofbird
Paste the token into Roofbird's Integrations page. We confirm it reads, then look at your existing leads to find which custom fields you use, so we can offer to map ours onto them.
3
Send a scan area
Send the leads from an area you intend to knock. Each one arrives with its coordinates, so open SalesRabbit's map and they are already placed — with the assessment in the notes on each pin.
4
Decide what status they arrive with
We deliberately leave the lead status unset by default. SalesRabbit uses status to decide what gets forwarded into JobNimbus or AccuLynx, and pushing a status that triggers that would send a lead into your CRM before anyone had decided to work it. Set it yourself once you know which status you want to mean this.
5
Knock the top of the list
Work the highest-ranked pins first. The note on each one says what the AI saw on that specific roof, which is the difference between a specific opener and the line every other knocker uses.

Why coordinates matter more than they sound like they should

A lead list sorted by score is only useful if somebody sits down and reads it. A lead list drawn on a map is useful while you are walking, which is when roofing sales actually happens. In a CRM, our rank is a number in a column a manager might sort by on a Monday. In SalesRabbit it is a set of pins in walking order, and "which door next" is answered by looking out of the windscreen. It is also cheaper: SalesRabbit leads already have coordinates, so scoring the leads you already have in it needs no geocoding. That makes it the cheapest of the three to run the other direction on.

One connection, potentially three systems

SalesRabbit's own integrations into JobNimbus and AccuLynx work on lead status: a lead reaching a status you choose is pushed onward. The AccuLynx side uses AccuLynx's own AppConnections add-on. So if you canvass in SalesRabbit and run jobs in a CRM, Roofbird only has to reach the canvassing app. A lead a rep marks as an appointment travels the rest of the way on a path the vendors built and support. We do not control those bridges or claim credit for them. But it is why we suggest connecting SalesRabbit first, rather than your CRM directly with the canvassing app left out.

What lands on the lead

Name, address, latitude and longitude go to the native fields. Phone and email go across on leads you have unlocked, with the callable number in the primary slot: a Do Not Call registry number never takes the field a rep taps to dial. The notes carry the assessment: rank, whether it is hot, why this house today, an opener, condition, material, squares, job value and satellite and Street View links. Mapped custom fields also arrive as their own values you can filter on. We also stamp our own lead id on the record, so a question about one pin can be traced back to the assessment that produced it.

FAQ

›Do I need anything beyond a SalesRabbit account?

No. Any account can create an access token in Company Settings, and it does not expire until you revoke it.

›Will the leads appear on the map automatically?

Yes. We send real coordinates on every lead rather than only an address, so nothing has to be geocoded on their side for a pin to appear.

›What status do the leads arrive with?

None, unless you choose one. SalesRabbit uses status to trigger forwarding into JobNimbus and AccuLynx, and a lead nobody has knocked yet should not trip that. You pick the status once you have decided what it should mean.

›Can I send only the best leads?

Yes. You can cap automatic sending to a share of the ranking — only the worst-roof top twenty percent of an area, for example — so a large scan does not fill the canvassing map with roofs nobody should walk.

›Does Roofbird replace SalesRabbit?

No, and it is not trying to. SalesRabbit manages the canvassing — territories, reps, statuses, the day's route. Roofbird decides which doors are worth putting on it.

Put a ranked route on the map

Scan one subdivision on the free trial and push it into SalesRabbit. Then look at the map and see how few of those doors were ever worth walking.

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