Integrating EnFin with SubcontractorHub allows your sales team to offer flexible financing options directly within your proposals — streamlining the sales process and improving customer conversion. In this guide, we’ll walk you through the step-by-step process of connecting your EnFin account to SubcontractorHub, so you can start offering EnFin financing seamlessly in every project.
Follow the steps below to integrate Enfin financing for your proposals.
Step 1: From the main menu, open the “Manage Integrations” dropdown and click “Integrations”.
Step 2: Click the "Financing Partners” tab on the left-hand side.
Step 3: Locate the Enfin financing card and click “Connect”.
Step 4: Enter the Organization Name and click “Connect”.
Step 5: A "Connected" symbol on the Enfin integration card will confirm the integration. Click “Disconnect” to disconnect Enfin financing. Click “Reconnect” to reconnect Enfin financing.
Mapping Enfin Users
After integrating Enfin, you have to map Enfin users to your account before you can finance proposals with Enfin. Follow the steps below to map users.
Step 1: From the main menu, open the “Manage Integrations” dropdown, click “Integrated Users” and select “Enfin Users”.
Step 2: Click “Sync All”.
Step 3: Locate your Enfin user and click the “Map” button.
Step 4: Select the correct SubcontractorHub user, then click “Update”. Once mapped, the user will be able to finance proposals with Enfin.
