--- title: IRIS Integration description: Learn about the IRIS CRM integration and how it can elevate your Under experience. --- [Skip to content](https://knowledge.under.io/support/iris-integration#main-content) English Show submenu for translations [Get in touch](https://knowledge.under.io/support/kb-tickets/new?hsLang=en) [Customer portal](https://knowledge.under.io/tickets-view?hsLang=en) ![Under Logo Outline.svg\]](https://knowledge.under.io/hubfs/Under%20Logo%20Outline.svg) - [Default HubSpot Blog](https://knowledge.under.io/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://knowledge.under.io/blog) - English Show submenu for translations - [Get in touch](https://knowledge.under.io/support/kb-tickets/new) - [Customer portal](https://knowledge.under.io/tickets-view) - Go to account Go to account Feeling lost? - There are no suggestions because the search field is empty. 1. [Under Knowledge Base](https://knowledge.under.io/support?hsLang=en) 2. [Integrations](https://knowledge.under.io/support/integrations?hsLang=en) 3. [CRM Integrations](https://knowledge.under.io/support/integrations?hsLang=en#crm-integrations) # IRIS Integration ## Learn about the IRIS CRM integration and how it can elevate your Under experience. ### Overview Our IRIS integration allows you to easily create a lead in your IRIS account from a customer record in Under. The base IRIS integration passes basic customer information including Company Name, Applicant Name, Email, and Phone Number. You may also request a more complete IRIS integration by contacting our sales team. As part of the more comprehensive integration, we would work with your team in order to gather all fields necessary to connect the custom mapping and build this internally. ### How to Setup Integration The base IRIS integration is available out of the box with your Under account, however it will require your company's IRIS credentials. In order to add your IRIS credentials, click into the **Integrations** page, toggle IRIS **on**, then click the **IRIS CRM** icon. ![CleanShot 2022-11-29 at 11.29.15](https://knowledge.under.io/hs-fs/hubfs/CleanShot%202022-11-29%20at%2011.29.15.png?width=688&height=522&name=CleanShot%202022-11-29%20at%2011.29.15.png) From the IRIS integration settings panel, you may now add your IRIS credentials. First, add a nickname for the credentials, then add your company's IRIS URL and IRIS API token. After having done so, click **Update Integration** at the bottom right of the screen. ![CleanShot 2022-11-29 at 11.31.27](https://knowledge.under.io/hs-fs/hubfs/CleanShot%202022-11-29%20at%2011.31.27.png?width=688&height=522&name=CleanShot%202022-11-29%20at%2011.31.27.png) In order to receive your IRIS API token, you will need to login to your IRIS account. From there, click into the API section, then click to generate an API token.  ### Create Leads by Sending Under Data to IRIS After successfully connecting the integration, you now have the opportunity to create leads from any of your customer records. There are two ways to do this: #### Setup Lead Automation in Custom Application Once the IRIS integration is connected and turned on from the **Integrations** page, you may choose to automatically create leads in IRIS from one of your custom integrations. In order to do so, open the application that you would like to setup this automation. From the application editor page, click the **Integrations** dropdown at the top right of the page, then toggle the **IRIS** integration **on**. ![CleanShot 2022-11-29 at 11.57.19](https://knowledge.under.io/hs-fs/hubfs/CleanShot%202022-11-29%20at%2011.57.19.png?width=688&height=522&name=CleanShot%202022-11-29%20at%2011.57.19.png) Once the IRIS integration is turned **on** from the application page, any agreements submitted through this application will automatically be leads generated in IRIS. If changes are made to the customer record after the application is submitted and the Under data is simultaneously pushed to IRIS, you may re-run the integration in the customer record at any time. #### Manually Create Lead in Customer Record In order to manually create a lead in IRIS from a customer record, select the customer that you would like to use, then click **View Details** at the bottom left of the page. From the customer record, open the **Integrations** tab, then select the **IRIS CRM** icon. This will open the integration viewer panel where you are able to view the raw JavaScript object notation (JSON) response given from IRIS.  ![CleanShot 2022-11-29 at 14.07.47](https://knowledge.under.io/hs-fs/hubfs/CleanShot%202022-11-29%20at%2014.07.47.png?width=688&height=522&name=CleanShot%202022-11-29%20at%2014.07.47.png) When you are ready to create the lead, click **Run** in the integration viewer panel. This will then present you with the response data from IRIS which includes the auto-generated lead ID to track in your IRIS account.   - [Common Use Cases](https://knowledge.under.io/support/common-use-cases?hsLang=en) - [Applications](https://knowledge.under.io/support/applications?hsLang=en#main-content) - [Applications](https://knowledge.under.io/support/applications?hsLang=en#applications) - [Application Editor - Settings](https://knowledge.under.io/support/applications?hsLang=en#application-editor-settings) - [Application Editor - Fields](https://knowledge.under.io/support/applications?hsLang=en#application-editor-fields) - [Application Editor - Organization](https://knowledge.under.io/support/applications?hsLang=en#application-editor-organization) - [Application Editor - Advanced](https://knowledge.under.io/support/applications?hsLang=en#application-editor-advanced) - [Customers](https://knowledge.under.io/support/customers?hsLang=en#main-content) - [Customers](https://knowledge.under.io/support/customers?hsLang=en#customers) - [Customer Record - Data & Docs](https://knowledge.under.io/support/customers?hsLang=en#customer-record-data-docs) - [Customer Record - PDF Authoring](https://knowledge.under.io/support/customers?hsLang=en#customer-record-pdf-authoring) - [Customer Record - Integrations](https://knowledge.under.io/support/customers?hsLang=en#customer-record-integrations) - [Integrations](https://knowledge.under.io/support/integrations?hsLang=en#main-content) - [Identity Verification Integrations](https://knowledge.under.io/support/integrations?hsLang=en#identity-verification-integrations) - [CRM Integrations](https://knowledge.under.io/support/integrations?hsLang=en#crm-integrations) - [PDF Mapping](https://knowledge.under.io/support/pdf-mapping?hsLang=en#main-content) - [PDF Mapping](https://knowledge.under.io/support/pdf-mapping?hsLang=en#pdf-mapping) - [PDF Editor](https://knowledge.under.io/support/pdf-mapping?hsLang=en#pdf-editor) - [Adobe Best Practices](https://knowledge.under.io/support/pdf-mapping?hsLang=en#adobe-best-practices) - [User Settings](https://knowledge.under.io/support/user-settings?hsLang=en#main-content) - [Profile](https://knowledge.under.io/support/user-settings?hsLang=en#profile) - [Users](https://knowledge.under.io/support/user-settings?hsLang=en#users) - [Teams](https://knowledge.under.io/support/user-settings?hsLang=en#teams) - [Permissions](https://knowledge.under.io/support/user-settings?hsLang=en#permissions) - [Default HubSpot Blog](https://knowledge.under.io/blog) [![Chill listening crop-3](https://knowledge.under.io/hs-fs/hubfs/Under%20Logo%20Outline1x.png?width=110&height=38&name=Under%20Logo%20Outline1x.png "Chill listening crop-3")](http://www.under.io) Knowledge Base Copyright © 2026, Under.io