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Integrations - Overview

This video will give you an introduction to the Integrations area within Settings.

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Written by Daina

The Integrations area in your ZipLeads settings is where you connect other software such as Facebook, Google, TikTok, payment providers and project tools to your account. Use this guide to find the area, understand the Connect and Manage buttons, and reach the extra settings for connected integrations.


1. Open the Integrations area

  • Click Settings in the left-hand side menu.

  • From the settings menu, click Integrations.

The All Integrations list opens, showing every available connection as a tile.

Step 1

2. Browse the available integrations

Scroll down the page to see every integration tile. Each tile shows the platform name and a short description of what the connection can achieve. You can also use the Search Integrations box at the top right to jump to a specific platform.

Common connections near the top include Facebook (which also covers Instagram), Google, TikTok Messaging, TikTok Lead Ads and Payments and Checkout, where you connect payment platforms such as Stripe and PayPal to take payments in ZipLeads. Further down you will find Slack, Shopify, Canva and many more.

Step 2

Tip: If you connect a Google account, a tile for Google Business Profile also becomes available.

3. Use the Connect or Manage button on a tile

Each external platform shows either a Connect button or a Manage button at the bottom of its tile. Which one appears depends on how that external platform syncs with another app, so simply use the button shown.

Step 3

4. Open the extra settings for a connected integration

For an integration that is already connected, click the three dots in the top right corner of its tile. On the Facebook tile you can then choose:

  • Settings, to customise the integration

  • Form Field Mapping, to map your lead forms into ZipLeads

5. Map your Facebook lead form fields

In the Facebook Form Fields Mapping window, find the form you want using the Search box, switch the form on with the Status toggle, then click Edit Fields to map its fields to ZipLeads. Click Save when you are finished, or Close to exit.

Once mapped, leads who fill in that specific form on Facebook come straight into ZipLeads.

Step 5

6. Connect Google calendars and your Google Business Profile

With a Google account connected, two further tiles become usable:

  • Google Calendar: click Manage to connect your Google calendars.

  • Google Business Profile: click Manage to integrate your profile, manage your reviews and enable call tracking.


Notes

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.

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

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

  • 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.

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