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…
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…
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…
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…
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…