Customer Record - Integrations
      Back to home
      1. Under Knowledge Base
      2. Customers
      3. Customer Record - Integrations

      How can I run integrations on a customer record?

      Discover how to run integrations within an established customer record.

      To run integrations within a customer record, follow these steps:

      1. Go to the Customers homepage, then select the customer where you would like to view and/or edit customer information.
      2. In the customer record, ensure that you have selected the Integrations tab.
      3. From the tiles of active integrations, select which integration that you would like to run.
      4. Once the integration has been selected, click Run Integration to the top right side of the integration's panel.

      Some integrations may run automatically when an application is completed by the customer. These include:

      • Twilio
      • Google Maps
      • Plaid
      • HubSpot Leads

      Other integrations can be ran manually in a customer record without needing to wait for a customer to complete an application. These include:

      • Under KYC & KYB
      • iSoftPull
      • HubSpot Leads
      • IRIS CRM

      To activate an integration, refer to the integrations articles linked below:

      Under Knowledge Base - Integrations

      Here is a short video that provides a clear explanation of the process mentioned above: