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Connect AgentCRM to RetireFlo

Audience: Admins, Developers, Solution Architects

Purpose: Describes how to connect AgentCRM to RetireFlo for the automatic ingestion of RetireFlo survey data

Overview

To receive RetireFlo survey data in AgentCRM, you must first connect AgentCRM to RetireFlo.

Before You Begin

To complete this task, you must belong to a role in AgentCRM that includes all permissions for OAuth authorizations. If you encounter an error during setup, check with your AgentCRM administrator, and have them verify the permissions for your role.

Connect RetireFlo to AgentCRM

To connect RetireFlo to AgentCRM:

1

Log into AgentCRM

In a browser tab, log into your AgentCRM account.

2

Log into RetireFlo

In a separate browser tab, log into your RetireFlo account.

Note: To set up the connection, you must be logged into both AgentCRM and RetireFlo at the same time, so keep the applications in different browser tabs.

3

Go to the RetireFlo integrations

In RetireFlo, select the Integrations button.

The Integrations page appears.

4

Add the connection to your CRM

Scroll down the list of integrations to the Available Integrations section, find your AgentCRM integration, and select its Add New Connection button.

5

Authorize the connection

In the authorization modal that opens, select Authorize. The modal closes, and RetireFlo takes you to the Manage Integration page for your AgentCRM integration.

Note: If the procedure fails at this step, you might not have the necessary permissions in AgentCRM. See Troubleshoot RetireFlo for more information.

6

Confirm the connection

On the Manage Integration page, look under the Details tab, and check that the auto sync feature is enabled for your RetireFlo account.

What's Next

Continue to Receive RetireFlo Survey Submissions in AgentCRM to learn how to set up RetireFlo to send survey data directly to AgentCRM upon submission.

Related Topics

RetireFlo is a trademark of the RetireFlo company.

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