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CRM · Integration

Junxure

Sourcing.sh brings Junxure a fresh data index to help management firms keep their contacts relevant. Your advisors no longer work on outdated files.

Study the connection to JunxureSee Junxure ↗

What Sourcing.sh communicates with Junxure

Send the data

sourcing.sh pushes companies, profiles and fresh offers into your tool.

Refresh the data

Your records are re-crawled and updated continuously — the data no longer dies.

The index updates customer and prospect profiles in Junxure, corrects contact details and adds financial life event signals. Everything is synchronized automatically and billed as a flat rate, for asset monitoring based on up-to-date data.

This record describes a compatibility to study. Availability, data exchanged, required rights and any costs are confirmed before activation. General API and webhooks require Scale.

Your workflow

The right data. The right action.

New information, a detected change or a record to complete: your agent checks the data and applies the rules you defined.

Create a record, update approved fields or request human approval: you stay in control before data reaches your tool.

Define my workflow

How it works

  1. 01

    Frame the connection to Junxure

    Confirm compatible objects and necessary rights: OAuth, API key or export.

  2. 02

    Define exchanges

    Choose the fields to complete and the update rules in Junxure.

  3. 03

    Plan the checks

    Choose the cadences and actions to trigger when a change is detected.

Discover the API

Your next step

Turn data into action.

Find the right contacts, keep your data up to date and connect your tools.

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