The Decision Logic integration enables users to seamlessly access and manage financial data within ConvergeHub.
Integrating Decision Logic with ConvergeHub provides a seamless solution for managing financial data, enhancing decision-making processes, and improving overall financial efficiency. This integration ensures accurate and real-time financial insights, empowering your team to deliver superior customer service while optimizing financial management.
With the Decision Logic and ConvergeHub integration, you can easily sync bank account verification data from Decision Logic to ConvergeHub. Access and manage verification records directly through Decision Logic and automatically update them in ConvergeHub. This streamlines financial operations and maintains accurate, up-to-date records.
Easily generate and track bank account verification reports directly from ConvergeHub using Decision Logic’s features. Automated reporting options help ensure timely insights and reduce the need for manual data compilation and analysis.
Known for its strong security measures, Decision Logic safeguards your financial data with advanced encryption and fraud prevention. The integration with ConvergeHub maintains this high level of security, giving your customers confidence in data handling and protecting your business from potential fraud.
ConvergeHub CRM offers a wide array of third-party applications in the App Store, enabling smooth integration with essential business functions. To locate it, click on 'Admin Settings,' go to 'App Setup,' and then choose 'App Store.' Search for the 'Decision Logic' plugin in this section.
2.Once you have clicked the ‘Settings’ button, it will take you to the ‘Decision Logic Settings’ page. Fill in the necessary details such as 'Service Key', User GUID, and Profile GUID from your Decision Logic account. Select the module as Leads, perform the field mapping, and then click the Save button.
Open the Leads tab, select Decision Logic from the Action dropdown, and choose the pre-created template to send. Clients receive the email, click the verification link, enter their banking information, and submit. You can then view the verification results as PDFs and XML files in the Library under the lead's Decision Logic tab.
