How to Use: Mandatory Actions

[Step 1]: Install the Hurricane Extension

Please use this link in Step 2 to install the extension 

1. Open your BluMortgage CRM Account:
   

1. Have BluMortgage open in one tab, then open a new tab

2. In the new tab, copy and paste the above link into the address bar, and hit Enter.

3. Agree to the terms of service of using this extension:

1. Check both boxes and hit "Next."

2. Allow all users to access this extension

3. Wait for the installation loading screen to complete

4. On the next screen, click on "Connect" your Blu Mortgage to Hurricane:

1. In case a pop-up appears with the message "Choose the services from BluIntegrate PROD", select the option under "Production".
   

2. On the next screen, check the box for "Allow BluIntegrate PROD to access the above data from my Zoho account" and click "Accept".
   

[Step 2]: Add your Hurricane API Key

1. Go into your Hurricane Account
   
1. Click on the (⚙️) icon > Select "Deals"  > Scroll down to the "Third Party CRM Export" section.
   
2. Click "Data Access Agreement" and "Accept" to generate the API token.
   
3. Copy the token given and paste it into the Hurricane API Key section in the CRM.
   
4. Click Update.