PrimeStreet > MoxiWorks Sync Configuration
Summary Referrals in PrimeStreet can be synced into Moxi using this integration. Please see below for a list of configurable settings. Overview When setting up a PrimeStreet > MoxiWorks sync, several options can be configured on the settings page. Advanced Filter Your sync can be customized to only let som…
Primestreet - Documentation and FAQ
Overview By setting up an integration for Primestreet, you will gain the ability to sync Referrals and Notes in Primestreet to/from other Contact Management software! API Nation provides an assortment of Workflows so that you can sync Referrals and/or Notes either bidrectionally or unidirectionally. If syncing FROM…
PrimeStreet - Follow Up Boss Sync Configuration
Summary Referrals in PrimeStreet and Contacts in Follow Up Boss can be synced using this integration. Please see below for a list of configurable settings on each integration, varying depending on whether you are syncing To or From PrimeStreet. PrimeStreet Referrals to Follow Up Boss Contacts Overview When sett…
PrimeStreet - kvCore Sync Configuration
Summary Referrals in PrimeStreet and Contacts in kvCore can be synced using this integration. Please see below for a list of configurable settings on each integration, varying depending on whether you are syncing To or From PrimeStreet. PrimeStreet Referrals to kvCore Contacts Overview When setting up a PrimeSt…
PrimeStreet - Lofty Sync Configuration
Summary Referrals in PrimeStreet and Leads in Lofty can be synced using this integration. Please see below for a list of configurable settings on each integration, varying depending on whether you are syncing To or From PrimeStreet. PrimeStreet Referrals to Lofty Leads Overview When setting up a PrimeStreet > L…
