Organization Settings - Provider Key

Provider Key Settings 🔑

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Why This Matters to Your Business 🌐

The Provider Key in Movegistics 5.0 is essential for linking your CRM with external lead providers such as your website or third-party marketing services. This key automates the lead capture process by allowing new lead data to flow directly into your system—eliminating manual data entry and boosting response times.

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How to Locate Your Provider Key 🔍

1. Click the gear icon in the upper-right corner of your Movegistics 5.0 screen.

2. From the Settings menu, go to Organization.

3. Select the Provider Key tab.

4. Your unique Provider Key will display in this section. Click the copy icon to copy it for use.

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How to Use the Provider Key 🔧

• Embed the Provider Key into your website's HTML form code.

• Once embedded, any form submissions will automatically become new leads in Movegistics CRM.

• This integration reduces manual work, speeds up lead processing, and improves data accuracy.

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Required Additional Info 📌

To complete the integration, you will also need:

• Your Location ID, found under Settings > Locations

• API setup instructions under Settings > Marketing > Third Party Leads

These two items help your developer or lead vendor complete the full setup for live lead capture.

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Best Practices and Quick Tips 💡

• Only share your Provider Key with trusted vendors or developers.

• Regularly verify that your Global Settings align with your lead capture needs.

• Never post your key publicly—treat it like a password.

Integrating your Provider Key properly streamlines your lead pipeline and allows your team to focus on converting leads rather than managing them manually. 📈

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Need help completing your integration or troubleshooting? Reach out to our support team at [e-mail].