Integrations

The Homeowner Portal can be integrated with your:

  • Customer relationship management (CRM) system
  • Product and pricing engine (PPE)
  • Point-of-sale (POS) system
  • Marketing automation platform

How integrations benefit you

  • Push homeowner updates/actions into your CRM
  • Present current rate quotes within the portal
  • Follow up with new leads via marketing automation
  • Forward new leads to your point-of-sale

How to setup integrations

There are a few primary ways to integrate Homeowner Portal with external systems:

  1. Configure an API key in your user profile settings
  2. Configure token-based authentication with user credentials
  3. Configure a webhook to send data to an external system
  4. Use a third-party integration platform (Zapier, Workato, etc…)

For detailed integration instructions

See the following pages for details integration instructions: