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Integrations

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

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Written by Daina
Updated over a week ago

This article will explain the different features within the Integrations tab within your settings.

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

  • Google accounts

  • Google My Business

  • Facebook

  • Quickbooks

  • Clio

  • Stripe

  • Shopify

  • TikTok

  • Slack

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

Once your Facebook account is connected, you can navigate to the second tab titled ‘Facebook Form Fields 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 green tick next to the form.

You can also turn a form on and off by toggling the status button either on/off.

To edit a form, you can click on the pencil icon to the right of the form. On the left hand side, you will see the form fields that are from Facebook and on the right hand side, you will see the fields they are mapped to within your account. You can select the red field dropdown on the right and select the field you wish to change it to.

If you have a form that is not yet mapped you can click on the ‘map fields’ button and map the fields together.

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