Push Effi leads into Connective (Nexus) and keep your stages matched in both systems.
Who this is for: Brokers, Enterprise admins
Before you start
From Nexus, go to Admin > Integrations > Mercury API and copy your API Key and Token. You'll also need your CA number and password (your email address won't work as the user ID).
Steps
In Effi, go to Settings > Aggregator Configuration.
Click the blue pencil and enter your Nexus Integration User ID (CA number), password, API Key and Token. Click Save.
When you see the success message, complete the Nexus Status Mappings. Match each Nexus stage to the Effi stage that reflects the same step (for example Nexus Client contacted = Effi New). Click Save Changes.
Send a lead to Connective
Open the lead and click Add to Nexus at the top right.
The deal is created in Nexus. This can take up to 10 minutes depending on the size of the data and documents.
Good to know
Status changes you make in Connective flow back to Effi based on your mappings.
To bring existing Connective deals into Effi in bulk, contact support so we can plan the import with you.
Need a hand?
Email [email protected] and our team will get back to you.