Setup integrations

​

Integrations

The Scenario Advisor can be integrated with your:

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

​

How integrations benefit you

• Eliminate duplicate data entry
• Reduce time to create a Scenario Advisor report
• Minimize errors

​

How to setup integrations

There are a few primary ways to integrate Scenario Advisor 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:

• CRM Integrations
• Product & Pricing Engine Integrations
• Loan Origination System Integrations
• Point-of-Sale System Integrations