The Meridian Link Authentication page allows your company to securely connect Accountable CRM with your Meridian Link environment. This connection enables Accountable CRM to access loan records and synchronize data required for marketing and automation activities.
Authentication Setup
To establish the connection, enter the following credentials:
Client ID – The unique identifier provided by Meridian Link.
Client Secret – The secure authentication key associated with the Client ID.
Report Name – The Meridian Link report used to retrieve loan data.
Accountable Token – The authentication token generated within Accountable CRM for secure communication.
These credentials allow Accountable CRM to securely access and synchronize loan information from Meridian Link.
Import Contacts
Once authentication is successfully completed, click the Import button to import contacts and loan-related information into Accountable CRM in bulk.
Meridian Link Authentication is a required setup step for all newly onboarded companies. After the connection is established, loan and contact data can be synchronized with Accountable CRM and utilized across Campaigns, Emails, and Automations to support customer engagement and business growth.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support