Setup: Showcase IDX to CRM
Setup: Showcase IDX to CRM
*How-to setup your Showcase IDX to CRM SynchBot
Written by Lincoln Youree
Updated over a week ago
- From your Real Synch dashboard, click + Add SynchBot:
- Connect Showcase IDX as your Source and your Target CRM:
- Click Connect on the Showcase IDX icon and a verification screen will appear. Click Generate API Key and Copy:
- Next, login to your Showcase IDX Admin/Owner account, click the Integrations tab and click the Add button for Real Synch:
- Then paste the API Key, select your integration level and events, and click Save:
- Next, click the Instructions on your CRM icon and follow along:
- Then click Connect and Verify, login to your CRM to grant access, and click Close:
- Both Source and Target connections should now display as Verified. Click Next and Activate: