Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and SalesRabbit integration
Give field reps the SalesRabbit lead and appointment context inside a Tidio conversation.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and SalesRabbit
Recognize a visited lead
The SalesRabbit record shows a rep has already knocked, so the chat continues that conversation.
Book a follow-up visit
An appointment agreed in chat is created in SalesRabbit for the right rep.
Capture inbound leads
A website visitor becomes a SalesRabbit lead in the correct territory.
Route by area
Territory data sends the conversation to the rep who covers that address.
Overview
SalesRabbit is where door to door teams keep the lead, the territory and the appointment. The customer who was visited yesterday often messages the website today, and whoever answers has no idea a rep has already been there. Reading SalesRabbit into Tidio fixes that: the lead, its status and the appointment are in view, and a chat can create a lead or book a follow-up in the rep's territory.
Key features
- Lead status in the chat See what the SalesRabbit record says before replying.
- Appointments in view Know whether a rep is already booked to visit.
- Leads created from chat An inbound message becomes a SalesRabbit lead.
- Territory routing The lead lands with the rep who covers that area.
SalesRabbit
CRM
Tags
CRM
Contact Sync
How it works
Connect SalesRabbit in minutes
1
Connect SalesRabbit and Tidio
Zapier, Integrately or Make links the two, or a service reads SalesRabbit and posts to the Tidio API.
2
Match on address or phone
Field leads key on location, so ask for the address rather than only an email.
3
Write leads and appointments back
New leads and bookings are created in SalesRabbit, which keeps the territory rules.
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Frequently asked questions
Common questions about the SalesRabbit integration
Why match on address rather than email?
Because field sales is organized by geography. A SalesRabbit lead belongs to a territory and a rep, and an email address does not tell you either. Asking for the address early in the conversation is what makes routing and appointment booking work at all.
Should chat leads go straight to a rep?
Into the territory queue, yes, and to a named rep if the assignment rules are clear. What does not work is a general inbox, because an inbound lead in field sales goes cold in hours and the rep who could knock tomorrow never hears about it.
Is the SalesRabbit integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the SalesRabbit integration.