Integrations - Overview
This article explains how to enhance your business capabilities by integrating your software with major platforms like Google, Facebook, Instagram, Microsoft Outlook, and Zoom for broader reach and improved efficiency.
Integrations - Connecting Facebook/Messenger
This article outlines how to manage Facebook messages within your CRM, detailing functionalities such as creating messages, using templates, requesting payments, and configuring customer interactions.
Integrations - Connecting Facebook & Instagram
This article provides a step-by-step guide on how to connect your Facebook and Instagram accounts to your CRM, including setting permissions, managing ad accounts, and integrating messaging features.
Integrations - Connecting Google
This article outlines how to integrate Google accounts with your CRM, providing access to Google Workspace, Google My Business, Google Ads, and Google Analytics all in one platform.
Integrations - Connecting Microsoft Outlook
This article guides you on how to integrate your Outlook account with your CRM, enabling seamless calendar synchronization for better scheduling and appointment management.
Integrations - Map Facebook Fields
This article outlines how to map Facebook form fields to your CRM, ensuring accurate and efficient data transfer between Facebook and your CRM system.
Integrations - Google My Business
This article explains how to connect your Google My Business account to your CRM, enabling streamlined management of GMB messaging and call tracking within a unified system.
Integrations - Google My Business Publishing Troubleshooting
This article guides you through troubleshooting common issues when publishing on Google My Business, focusing on image ratios, verifying locations, and handling limitations for multiple locations.
Integrations - Stripe Integration
This article explains how to integrate Stripe with your CRM for payment processing, covering how to switch between live and test modes, and enabling Google and Apple Pay.
Integrations - Setting Up Shopify Integration
This article guides you through the two-step process of integrating a Shopify store with your CRM, from creating a custom app to connecting it to your account.
Integrations - TikTok Ads Account Integration
This article provides a comprehensive guide on how to integrate your TikTok business account with your CRM and set up a workflow for TikTok Lead Ads to streamline lead collection.