Connect Jackrabbit to a CRM

Objective

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Connect a supported CRM to Jackrabbit and perform the initial contact sync.

Solution

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Connect a supported CRM using the CRM Settings page in General Settings.

1. In your CRM, install the Jackrabbit app from the App Marketplace in the CRM.
2. Copy the Location ID from the CRM Business Profile.
3. In Jackrabbit, go to Gear > Settings > General.
4. Select CRM Settings.
5. Enter the Location ID.
6. Click Save Location ID.
7. Optionally, select Exclude Lead File Contacts.
8. Click Sync Contacts to CRM.

Once the initial sync is complete, new contacts added in Jackrabbit are automatically synchronized to the connected CRM.

⚙️ User Permissions may limit access to this feature or functionality.