To begin the integration process, contact LeadJig support at support@leadjig.com and request to connect with LeadCenter.AI. Once your request is received, your LeadJig token will be issued.
After receiving your LeadJig token, follow the steps outlined below to complete the integration.
Step-by-Step Integration Process
1. Log in to LeadCenter.AI
Access your LeadCenter.AI account using your advisor credentials.
2. Navigate to Integration Settings
In the main menu, go to the Setup section and select Integrations from the available options.
3. Locate the LeadJig Integration
In the list of available integrations, find LeadJig, then click the Connect button.
4. Enter Your LeadJig Token
Retrieve your LeadJig API token either from your LeadJig account or by contacting LeadJig support.
Paste the token into the LeadJig integration field in LeadCenter.AI.
5. Finalize the Connection
Click Connect to complete the integration.
Once connected:
Event and event attendee data will automatically be pushed from LeadJig to LeadCenter.AI.
Advisors can manage, track, and follow up with these leads directly inside LeadCenter.AI’s CRM without manual data entry.