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Manage MRI Agent Proposals integration

Yvey Yvey

Summary

Learn how to enable the MRI Agent Proposals integration and understand the role of the integration token in completing the setup proces

In this article we will cover

Overview

The MRI Agent Proposals integration allows your office to connect your CRM with MRI Agent Proposals. Once enabled, a unique integration token is generated for your office. This token must be provided to the MRI Agent Proposals team so they can complete the integration setup on their side.

Note: Enabling the integration does not automatically activate it. The integration will only become active once the MRI Agent Proposals team has received your token and completed their configuration.

Enable the Integration

  • Go to: Settings > Integrations > Two-way Integrations > MRI Agent Propsals
  • Click the Tile and click Enable MRI Agent Proposals
  • Tick the office/s you wish to activate
  • Agree to the T&C’s
  • Click Show token and Copy to clipboard

Complete the Setup

After copying the token:

  • Email the copied integration token to the MRI Agent Proposals team mriproposals@pixelhouse.com.au
  • Specify which office or offices the integration should be activated for
  • The MRI Agent Proposals team will configure and activate the integration for those offices
Note: Deleting the token disables the integration for all offices.

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