How do I Link iPipeline to an Integration/CRM?

80 views 02/02/2021 25/11/2021 0

To link SolutionBuilder or assureweb to your CRM/integration, you will need your portal credentials (web ID and password). These will need to be entered either by the third-party integration, or you will have an area to add these within the software.

If you do not have your portal credentials and have set up your iPipeline recovery email and security questions, you can recover this via our site directly. Click here for steps on how to recover your web ID and password on our site.

If your iPipeline account has been issued via a network/mortgage club/compliance firm, then you would need to contact their internal Administration Team to get your web ID and password sent to you.

If you are not sure who your account administrator is, contact iPipeline via Live Chat and one of the team can help.

Was this helpful?