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Integrate Financial Seminar Services

LeadCenter offers seamless integration with a dynamic platform called Financial Seminar Services. This integration enables you to leverage the robust CRM of LeadCenter.

Integration steps

You must generate a valid access token to integrate your LeadCenter account with Financial Seminar Services. Here’s how this works:

  1. Log into your LeadCenter account.
  2. Expand the left navigation panel, click on your name, and select Setup from the menu.
  3. In the Basic Settings tab, click on Integrations.
  4. Click on Events Marketing in the left side pane.
  5. On the Financial Seminar Services card, click the Configure Access Tokens button.
  6. You’ll be directed to the Personal access tokens screen.
  7. Click on the Generate new token button.
  8. A dialogue box will open prompting you to add a note. “Note: The Note field is mandatory as it will allow you to identify the token later.”
  9. Write the note to identify the token and click the Generate Token button.
  10. Copy the token and save it before leaving that page.
  11. That’s all! You’ve successfully generated a new personal access token for Financial Seminar Services.

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