Sales Rabbit and Scoop^® Integration

Combine Powerful Solar Sales Functions with Unique Project Workflow Automation & Reporting

Solar Sales

Move SalesRabbit leads into Scoop instantly so operations can begin planning without delays.

Convert field activity in SalesRabbit into tasks within Scoop for smoother coordination.

Bring sales performance metrics into Scoop so teams prioritize projects based on real activity.

Avoid re-entering lead or site data by letting SalesRabbit automatically populate Scoop fields.

What is Sales Rabbit?

SalesRabbit is a cloud-based field sales and canvassing platform designed to help teams manage territories, track leads, and improve sales productivity.

Your Tools Can Talk

Scoop allows you to work smarter, not harder. As you and your team make changes in one tool, create automated workflows and custom triggers to see those changes and others reflected across both tools. Typical actions include:

Create Client Site

Create Project

Create Task

Create Sales or
Service Visit

Advance Project Stage

Update Fields

Update Crew / Lead

Invite Users

Set Start / End / Due Date

Deactivate / Reactivate Project

How It Works

IDENTIFY HIGH VALUE INTEGRATIONS

01 Choose Your Connections

We consult with you and gather requirements→

Your GLOO Solution Engineer works with you to test and validate each integration inside your sandbox environment. When all meets approval, we take the connection live and continue to monitor it to ensure accuracy and performance. Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

DETAILED INTEGRATION SCENARIOS

02 Specify Your Integrations

We map out primary workflows across each connection →

For each pair of IT solutions we connect, we map out which events should act as triggers, what actions should be taken as a result, and which data fields should be mapped across. All with the goal of automating the entire workflow and dataflow.

HASSLE FREE OPERATION & PEACE OF MIND

03 Go Live, Monitor & Evolve

We coordinate the integration launch and monitor performance →

Your GLOO solution engineer works with you to test and validate each integration inside your sandbox environment. When all meets approval we take the connection live and continue to monitor it to ensure accuracy and performance. Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

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Connect With Us

Are you looking to implement this integration? Still have questions? Fill out the form below to get in touch with a solar solutions specialist.

“Scoop is something that we knew that we wanted to move to immediately. We knew it was going to be able to help us manage all of our projects across the board.”

“Scoop was the only thing that had the capability of doing what it does. We could use other tools and update customers but it's not the same.”

“When I open Scoop, I'm getting a bird's eye view of all of the projects in progress. It has everything right there.”

Sales Rabbit and Scoop^® Integration

Integration Overview

Integration Benefits

What is Sales Rabbit?