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, and it is not the one with the biggest logo. What Roofbird produces is not really a contact list, it is a ranked set of houses on a street. SalesRabbit is built around exactly that: leads with latitude and longitude, drawn on a map, worked door by door.

So the lead does not have to be translated into something else on the way in. It goes across with its coordinates, its rank, and the reason to knock, and it appears where canvassing already happens. The rep does not learn a new tool and does not open a laptop.

There is a second reason this one earns its place. SalesRabbit already syncs leads onward into JobNimbus and AccuLynx through its own documented integrations. So if you canvass in SalesRabbit and run jobs in one of those, a lead can reach both without us writing to either.

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. That is the whole difference between this integration and the other two. In a CRM, our rank is a number in a column that a manager might sort by on a Monday. In SalesRabbit, it is a set of pins in walking order, and the decision "which door next" is answered by looking out of the windscreen. It also removes a cost. Because SalesRabbit already stores coordinates on its leads, scoring the leads you already have in it does not need us to geocode anything — the pins are already placed. That makes SalesRabbit the cheapest of the three to run the other direction on.

One connection, potentially three systems

SalesRabbit publishes its own integrations into JobNimbus and AccuLynx, and both work on lead status: you choose which statuses forward, and a lead reaching that status is pushed onward. The AccuLynx side uses AccuLynx's own AppConnections add-on. The practical consequence for a roofing company that canvasses in SalesRabbit and runs jobs in a CRM is that Roofbird only has to reach the canvassing app. A lead a rep marks as an appointment can travel the rest of the way through a path the vendors built and support. We are not claiming credit for those bridges and we do not control them. But it is the reason we would suggest connecting SalesRabbit first if you use it, rather than connecting your CRM directly and leaving the canvassing app out of the loop.

What lands on the lead

Name, street, city, state and ZIP go to the native fields. Latitude and longitude go to the native coordinate 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 field carries the assessment: rank, whether it is hot, why this house today, a pre-written opener, condition, material, estimated squares, estimated job value, the date of the imagery, and links to the satellite and Street View frames. If you map custom fields, the rank and anything else you choose also arrive as their own values so you can filter on them. We also stamp our own lead id on the record, which is only there so that a question about one specific 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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