Integrations

Modex offers integration capabilities with various technology platforms, enabling seamless data flow between Modex and your existing systems. This allows you to leverage our comprehensive data within your preferred CRM and other tools.

What platforms does Modex integrate with?

We support integrations with various platforms. If you don't see your specific system listed, contact us to discuss your integration needs.

Industry-Specific CRMs:

• Total Expert
• Surefire
• OptifiNow
• NextWave

Generic CRMs:

• Salesforce
• HubSpot

What integration methods are available?

Modex provides several methods for pushing data to your systems:

Webhooks: The most common method. We send data to your specified endpoint via JSON payload, typically structured as an array containing multiple objects (loan officers, branches, or companies).

Direct CRM Integration: We configure direct integration into your CRM using iPaaS solutions like Zapier or n8n for streamlined, managed data transfer.

SFTP (Secure File Transfer Protocol): For clients who prefer not to use webhooks. Authentication handled through password or private key. Data provided in JSON or CSV formats.

AWS S3: Data can be delivered directly to an S3 bucket or S3-compatible storage solution in JSON or CSV formats.

What data can be integrated?

Data Types: You can push data for loan officers, branches, and companies into your CRM.

Data Refresh: Data pushes in near real-time depending on our refresh frequency, with monthly refreshes as we ingest new information.

Contact Data: Contact information for loan officers can be included in payloads, but you must first unlock this data within Modex. Unlocked fields will be empty or null if not unlocked. Unlocking contact data for records in synced lists triggers CRM updates.

Custom Payloads: While we offer standard payloads for common CRMs, we can build custom payloads for specific needs on a case-by-case basis.

Data Samples: We can provide JSON object examples or data dictionaries to help you understand data structure and content.

How do I push data using Lists?

Data integration functionality uses "Lists":

1. Create a List: In Modex, create a list of loan officers, branches, or companies.
2. Add Records: Populate the list with specific records you want to push to your CRM.
3. Initiate Sync: Click the "Sync" button in the top right corner of the list view.

How does the Sync functionality work?

The sync is a unidirectional push of data from Modex to your system. We do not pull data from your CRM.

Sync Process:

1. Select Connector: When you click "Sync", select the appropriate connector for your destination system.
2. Enable Sync: Toggle status from "Not Exporting" to "Exporting".

Sync Status Indicators:

• Flashing Blue: Data currently being synced
• Green: Data successfully synced

Sync Types:

• Full Sync: Entire list of records pushed to your system
• Partial Sync: Only new records added to already-synced lists are pushed

What are important considerations for integrations?

Configuration: All integrations must be configured by the Modex team. Contact your account executive or Modex administrator to get started.

Usage Limitations: There are usage limits on data push amounts, configured per-user. This is a continuous global limit that doesn't reset monthly. Manage by turning off syncing for inactive lists.

Deduplication: Handled on the receiving end by your CRM. Most CRMs have built-in "upsert" functionality that updates existing records and creates new ones as needed.

Error Handling: If we encounter too many errors pushing data to your system, we halt the connection for investigation and resolution.

Anti-Flood Mechanism: Internal mechanism prevents overwhelming your system. Toggling sync on/off for large lists won't repeatedly send all records each time.