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Integrations - Overview

This video will give you an overview of the Integrations area within Settings.

D
Written by Daina
Updated over 2 weeks ago

Integrations is where you can connect other software to your account. You can link any of the below to your account:

Google Calendars
Select Manage to be redirected to connect your google calendar. This allows you to Sync bookings with your linked calendar.

Google accounts

Connect your Google account to access features such as Drive, Sheets, Gmail, Analytics, and AdWords.

Auto-sync ad leads, manage DMs, and handle reviews and comments across all your Facebook Pages and Instagram.

LinkedIn

Connect to get leads from your LinkedIn lead generation ads into your ZipLeads account.

TikTok Messaging

Connect your business account to sync messages to CRM and set up automations.

TikTok Lead Ads

Connect to get leads from your TikTok lead generation ads into your CRM.

Integrate WhatsApp to connect with over 2 billion customers on the messaging app.

Configure and manage all your payment provider integrations in one place. Support for Stripe, PayPal, Square, and more.

Google Lead Ads

Integrate with Google Ads account to connect google lead forms and automatically sync leads to the CRM.

Xero

Sync Xero contacts without manual data entry or messy, time-consuming imports.

QuickBooks

Forget about lengthy accounting processes and simplify your invoice creation with the QuickBooks

Wave

Sync data between Wave without manual data entry or messy, time-consuming imports.

Slack

Get instant notifications on your Slack channel. Connect to add a Slack channel.

Clio

Sync data with Clio without manual data entry or messy, time-consuming imports

Canva

Canva helps businesses quickly create professional, on-brand designs with ease.

Google Business Profile - Only appears when a google account is connected

Connect with google business profile to manage reviews, call tracking etc.

WooCommerce

Seamlessly import and sync your customer and order details from WooCommerce, while leveraging trigger automations.

Seamlessly import and sync your customer and order details from Shopify, while leveraging trigger automations.

ClickUp

Automate ClickUp tasks directly from your workflows to automate project management with actions and triggers.

Notion

Power your Notion workspace by auto-creating tasks, documents, and updates with actions and triggers.

Google Contacts

Automatically sync leads and contact updates into Google Contacts using workflows.

Airtable

Integrate with Airtable to sync records, automate data updates, and optimize operations through workflows.

BaseCamp

Manage projects and collaborate effortlessly by using Basecamp actions and triggers.

Typeform

Connect Typeform surveys, quizzes, and forms to automatically capture responses, trigger workflows, and run actions.

Asana

Streamline project management with automated task creation, project updates, team assignments, and workflow triggers.

Google Forms

Collect responses effortlessly from google forms.

Monday.com

Streamline project management by connecting Workflows directly with Monday.com

OpenRouter

Connect to multiple AI models with open router action.

Manus

Connect Manus to create, manage, and automate AI-powered tasks directly from your CRM.

When you connect Facebook or Google, you will also have the option to select your ad account for each of these platforms.

For Google you will select the manage button and then the settings icon on your primary account:

Then you can select your ad accounts:

Once your Facebook account is connected, you can navigate to the 3 dots and select ‘Form Field Mapping’ and map a Facebook form to ensure the correct information is being pulled from Facebook into your account.

If the form has been mapped, you will see a blue toggle on next to the form. You can also turn a form on and off by toggling the status button either on/off.

If you have a form that is not yet mapped you can click on the ‘map fields’ text on the right and map the fields:

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