Summary
Learn how to enable the IRE Solutions integration to automatically capture new business leads and streamline your client onboarding process.
This article covers:
About the IRE Solutions integration
The integration between IRE Solutions and MRI Box and Dice helps your agency automatically capture new business leads and convert them into contacts with minimal manual effort. This supports faster lead follow-up and helps maintain accurate client records across your offices.
The API documentation can be found hereEnable the integration
To activate the integration:
- Go to: Settings > Integrations > Two-way Integrations
- Locate and click the IRE Solutions tile
- Click the Configure tab
- Select a default consultant
- Click Save
- Click the Offices tab
- Tick the checkbox for each office where you want to activate the integration
A confirmation window will appear.
- Tick the checkbox to acknowledge the data-sharing terms and conditions
- Click I agree to continue
- Click Show token
- Click Copy to Clipboard
- Provide this token to the IRE Solutions support team so they can complete configuration
Once enabled, the integration will automatically begin sending new lead data from IRE into your selected offices in MRI Box and Dice.
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