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--- CLIP 3: Integrations ---
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[00:04:40]
From there, the next step we'll do is click on integrations and from here you can start setting up the different integrations for payment processors, QuickBooks sync,
[00:05:26]
connecting your website, and Google Calendar. All right, so we'll start here with the payment integration. Just click on the right side, link payment integration, and you can choose which payment integration you want to get set up with. It'll have you log in with your existing account or create one if you don't already and then you'll be able to start accepting both credit cards and ACH bank transfers. You can toggle them on or off here and we also do have a credit card processing fee. This isn't where ZevBit charges you a processing fee. We don't charge you anything. That's directly through the payment processor. This right here is actually where you can pass this fee on to the client. So if they go and pay with credit card, it'll tell them that there's an extra fee for three percent that's going to get added
[00:06:12]
to their invoice and that's really nice so you can kind of push that on a client if they want to pay with credit card. So that's kind of built into ZevBit as a nice little added on feature there. From there we have QuickBooks sync where you just click on this setup QuickBooks sync right here. It'll have you log in and then that'll be all set up. This syncs over all of the clients and invoices and payments when a proposal is signed. From there we also have a Zapier integration. Zapier is where you can connect your website contact form to ZevBit so when they fill out the form on your website it automatically creates a client in the CRM. You can also connect it with Meta, Facebook ads. You can also connect it with Yelp and if you get email
[00:07:01]
notifications when you receive a new lead you can connect it to those. So there's a lot of benefits to automating that process of creating the clients so that you don't have to do that manually. All right so if you have any questions with Zapier feel free to send a support message right here in the support chat and you just click on this link to get set up. If you want to set this up with your website just go ahead and right click on this link, copy that link address and then send it over to your website person and they'll be able to help you get it set up. Most website people are familiar with Zapier and they should be able to help you with that. If not feel free to reach out to ZevBit support and we can walk you through it. From there we also have the Google Calendar integration so you click sync
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Google Calendar here and this will sync both two-way from Google into ZevBit and ZevBit back into Google. So everything keeps organized that way. So that covers the different integrations here.