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Welcome! This guide explains what you need to do to connect your SalesRabbit account to Siro.

What this integration enables

The Siro–SalesRabbit integration automatically links your Siro recordings to the corresponding SalesRabbit pin after each recording is completed. When a rep finishes a recording, Siro identifies the SalesRabbit pin geographically closest to where the recording ended and writes a link to the recording directly into that pin’s notes field – so managers can access the recording without leaving SalesRabbit. A few important things to know before setting up:
  • This integration requires a SalesRabbit account with a subscription tier higher than Basic, and an Admin or Owner role.
  • Matching is based on GPS location at the time the recording ends – not when it uploads. Reps should stop the recording before moving away from the door to ensure the correct pin is matched.
  • Siro writes a recording link to the pin’s notes field. If a rep visits the same address more than once, the most recent recording link will overwrite the previous one.
  • Each rep must individually link their Siro account to SalesRabbit after setup is complete. Email matching is case-sensitive – reps must search using the exact capitalization of their SalesRabbit email address. Searching in all lowercase when the SalesRabbit account begins with a capital letter will return no results.

Steps to connect

1. Create a custom lead field for Siro within SalesRabbit
  • Log into the SalesRabbit web app.
  • On the left-hand side, click Settings, then click Custom Lead Fields.
  • Click API.
  • Copy and paste siro into the title field of your new custom field. The title must match exactly – all lowercase.
siro
2. Create a recording link connector (still within SalesRabbit)
  • On the left-hand side, click Settings, then click Connectors.
  • Click Create New.
  • Enter the following fields:
    • Connector Type: App Connect
    • Name: Listen in Siro
    • Connected to Lead?: Required
    • Visibility: Select the entire org (topmost circle on the right-hand side)
    • URL: Copy and paste the link below exactly – do not open it, just copy it.
https://app.siro.ai/link/?link=https%3A%2F%2Fapp.siro.ai%2Fanalyze%2F{lead.customFields.siro}
  • Click Save.
3. Create an API token within SalesRabbit
  • On the left-hand side, click Integrations, then click API from the dropdown menu.
  • Click API Token.
  • Click Copy next to the newly created token – you’ll use it in the next step.
4. Finalize the connection in Siro
  • Go to https://app.siro.ai/#/integrations, log in if needed, and press + New Legacy Integration.
  • Select Sales Rabbit as your Integration Provider.
  • Give the integration a name (e.g., “Sales Rabbit Integration”).
  • Enter the API token from Step 3 in the API Token field.
  • Click Create Integration.
Once you’ve completed these steps, the systems should be integrated within a few hours. You may need to close and re-open each application for the connection to take effect. 5. Each rep links their individual account
After setup is complete, each rep must connect their own Siro account to SalesRabbit:
  • In the Siro app, navigate to account settings and find the SalesRabbit linking option.
  • Search for your SalesRabbit email address. Use the exact capitalization your SalesRabbit account uses – the search is case-sensitive. If your SalesRabbit email starts with a capital letter, search with that capital letter.

Need additional assistance? We’re here to help. Simply email your Customer Success Manager at Siro (or contact support@siro.ai) and our team will help ensure you get set up properly.