Integration
How to Integrate TikTok Lead Ads
Private Integrations: Everything you need to know
How To Use Shopify Variables
How to set up appointment reminder workflow with Zoom location
How to use WebinarKit's CRM Integration (Guest Tutorial)
Verifying Domains For iOS 14
Automatic Review Request When Invoice Paid in Quickbooks
Connect ServiceTitan + CRM (Zapier)
Setting Up ActiveProspect Consent Tracking On A CRM Form & Survey
How To Download/Export Facebook Lead Ads and Manually Ad Them To Campaigns & Workflows
How to set up a Funnel Event Pixel for Facebook Conversion API?
Instagram Direct Messages (DMs)
Facebook Troubleshooting - Integration Issues
Facebook Multi page Troubleshoot
Facebook Conversion Leads Walkthrough
Connect Multiple Facebook Pages to CRM
Facebook Pages missing in Manage Pages during integration.
Facebook Lead Ad Integration & Troubleshooting Guide
Google Drive Integration in Media Storage
How to Integrate Your Google Business Profile (formerly GMB) into the CRM
Google Business Profile - Chat sunset starting Jul 15, 2024
CRM API Documentation
The CRM platform offers a comprehensive API that enables developers to build custom integrations, automate processes, and extend functionality. The API includes REST endpoints for managing contacts, m
Setting Up QuickBooks Integration
What the QuickBooks Integration Does The QuickBooks integration establishes a two-way connection between your CRM and QuickBooks, ensuring seamless data synchronization for your business operations. C
Manychat to CRM Integration
This article provides information for advanced integration between Manychat and your CRM. Please note that our support team does not provide direct support for API configurations or third-party integr
Setting Up Facebook Integration in Your CRM
Facebook Integration allows you to automatically capture lead information from Facebook Lead Ads and sync it directly into your CRM. Once connected, new Facebook leads can trigger automated workflows,
Locating Pipeline and Stage IDs for External Integrations
Finding Pipeline and Stage IDs When connecting your CRM to external automation platforms like Zapier, you may need to reference specific Pipeline IDs and Stage IDs. This article explains where to loca
How to Add a Business Name When Creating Contacts via Zapier
Adding a Business Name to Zapier-Integrated Contacts When using Zapier to create or update contacts in your CRM, you can include the contact's business name using the companyName field. This ensures t
Connecting Google Lead Forms to Your CRM
Capturing Google Lead Form Submissions You can automatically capture leads from Google Lead Forms and add them directly to your CRM. This integration uses an inbound webhook to receive form submission
Configuring Call Tracking and Missed Call Text Back via Google Business Profile
About Google Business Profile Call Tracking Google Business Profile (GBP) allows businesses to register two phone numbers. This presents an opportunity for agencies to track calls originating from GBP
Google Account Shows as Connected but Not Appearing in Integrations
If you have connected your Google account to the CRM but it does not appear in the list of available accounts within the Integrations settings, this usually indicates a syncing or verification issue.
Setting Up an Affiliate Program with FirstPromoter
You can integrate FirstPromoter with your CRM to create and manage an affiliate referral program. This allows you to track referrals, manage commissions, and reward affiliates directly through your CR
Using Shopify Elements in Your CRM
Your CRM integrates with Shopify, allowing you to incorporate Shopify-specific elements into your automations and communications. This enables you to create personalized experiences based on Shopify s
Automating Sub-Account Creation via Zapier
This guide explains how to use Zapier to automatically create new sub-accounts (locations) within your CRM agency. This process utilizes the CRM's public API and requires a Pro subscription. It is int
Configuring Your Marketplace App Distribution Model
Understanding App Distribution When configuring your app for the CRM Marketplace, you define how it is distributed and installed by choosing from several distribution model options. These settings det
Monitor Chat Widget Activity with Google Analytics 4 (GA4)
Overview You can connect your CRM's Chat Widget to Google Analytics 4 (GA4) to gain valuable insights into how visitors interact with the chat feature on your website, funnel, or other integrated plat
API Key Security and Inactivity Policies
To maintain a secure environment, your CRM automatically manages API keys that have been inactive for extended periods. This includes both the removal of unused keys and the expiration of older legacy
Reconnecting Marketplace Apps Using the Reconnect API
If a connection to a Marketplace App becomes broken, for example due to a lost or expired access token, you can use the Reconnect API to restore the authorization. This process generates a new authori
How to Cancel an Ad Manager Subscription for a Sub-Account
Overview If you no longer wish to use the Ad Manager service for a sub-account in your CRM, you can cancel its subscription directly from the settings. This guide outlines the steps to locate your sub
How to Create a Meta Business Manager and Ad Account
Introduction To run ads for your business through the CRM, you first need to create a Meta Business Manager account and an advertising account within it. This process centralizes the management of you
How to Configure Google Ads Reporting
Setting Up Google Ads Reporting Google Ads reporting enables real-time tracking and analysis of your clients' digital advertising campaigns within your CRM. Proper configuration ensures accurate attri
Key Metrics in Google Ad Reporting
Understanding Google Ad Reporting Metrics Google Ad Reporting in your CRM provides live analytics for your clients' digital advertising campaigns. This tool delivers a comprehensive overview of campai
How to Set Up a Google Ads Precautionary Tracking Script
A precautionary tracking script serves as a backup method to capture attribution data in case your primary UTM template fails. This script tracks clicks on your ads and sends the data to Google Analyt
Configuring Google Ads Offline Conversion Actions (Google Platform Setup)
About Google Ads Conversion Actions A Google Ads conversion action defines a specific customer event you want to track, such as a new lead, a booked appointment, or a completed sale. By creating these
Integrating Facebook Lead Ads Using a Third-Party Service
Your CRM offers a direct integration with Facebook Lead Ads. However, if you prefer to use a third-party service like Pabbly Connect or Zapier to connect Facebook Lead Ads to your sub-account, this gu
Add the CRM Chat Widget to Your Shopify Store
Adding the CRM Chat Widget to Your Shopify Store Engage with your website visitors directly by adding the CRM's chat widget to your Shopify store. This guide walks you through the process of installin
Understanding Access Levels for CRM Marketplace Developers
The CRM Marketplace provides developers with two distinct access levels to integrate their applications: Location Level Access and Agency Level Access. These access types determine the scope of data a
Resolving Yext Duplicate or Canceled Account States
If you encounter a situation where a sub-account or business location appears to have a duplicate Yext listing or is stuck in a canceled state, this guide will help you resolve the issue. This typical
WhatsApp Integration Frequently Asked Questions
Find answers to common questions about managing your WhatsApp subscription, migrating numbers, understanding Meta's policies, and troubleshooting issues within your CRM. Subscription & Account Status
Understanding and Managing Private Integrations
What Are Private Integrations? Private Integrations are a feature that enables you to establish secure, custom connections between your CRM account and external third-party applications. This is the i
Yext: Online Listings Business Scan Report
About the Business Scan Report The Online Listings Business Scan Report is a powerful tool that provides a detailed analysis of your business's current online presence. This report helps you understan
Integrate Facebook Lead Ads with Your CRM
What is Facebook Lead Ads Integration? The Facebook Lead Ads integration enables your CRM to automatically collect and sync leads generated from your Facebook advertising campaigns. This connection st
Managing External App Connections in Your CRM
Your CRM includes a marketplace of apps that allow you to connect with third-party services and tools. To use these integrations, you must establish a connection between the app and the external servi
Waiving Premium Action/Trigger Charges for Selected Marketplace Apps
This program update announces the conclusion of the enrollment phase for an experimental pricing initiative. New developer or app participation requests are no longer being accepted. Approved particip
Managing Your WhatsApp Business Display Name
About the WhatsApp Business Display Name Your WhatsApp Business display name is the official identifier that customers see when they receive messages from your business. To ensure a smooth update proc
Understanding OAuth Consent for Marketplace Apps
What is OAuth for Marketplace Apps? OAuth is a security standard that enables third-party applications to securely request permission to access specific parts of your CRM account. When you install an
Understanding and Configuring Usage-Based Pricing in the App Marketplace
What is Usage-Based Pricing and Agency Rebilling? Usage-based pricing is a model where charges for an app are tied directly to its activity. Instead of a flat subscription fee, costs scale with actual
How to Connect a CRM Sub-Account with Zapier
About Connecting a Sub-Account with Zapier Zapier enables your CRM to exchange data with thousands of other applications. By using the official CRM integration app in Zapier, you can authenticate with
Integrating Your CRM Membership Courses with a Third-Party Marketplace
Overview Integrating your membership courses with an external marketplace platform allows you to expand your reach, increase enrollments, and grow your community. This guide explains how to list and m
Resolving Payment Issues When Setting Up WhatsApp Integration
Understanding Payment Failures During WhatsApp Setup If you encounter a "Payment Failed" message while attempting to integrate WhatsApp for a sub-account, the issue typically originates at the agency
What to Do When Your Meta Account Is Disabled or Business Account Is Locked
If your Meta (Facebook or WhatsApp Business) account has been disabled or locked, follow these structured steps to appeal the decision and improve your chances of reinstatement. Step 1: Submit an Appe
Resolving a Locked or Banned Meta Business Account
If your Meta Business Account has been restricted due to policy violations, verification issues, or suspicious activity, follow these steps to appeal the decision. Submit an Appeal Through Meta Busine
How to Appeal a Meta Template Reclassification from Utility to Marketing
Overview When you create a WhatsApp message template in the Utility category, it may initially be approved by Meta. However, Meta may later reclassify it as Marketing after their internal review. This
Connecting Jobber to Your CRM
What the Jobber Integration Does This integration links your Jobber field service operations with the marketing and sales tools in your CRM. It keeps your client and contact information in sync betwee
The Complete Guide to the CRM WordPress Plugin
Connecting Your CRM to Your WordPress Website Integrating your CRM with your WordPress website is a straightforward process that unlocks powerful marketing and communication tools directly within your
Connect Your CRM Workflows with ClickUp
About the ClickUp Integration Connect your CRM workflows directly with ClickUp to automate project management tasks. This integration allows you to create tasks, build project structures, and store do
Setting Up and Using the CRM MCP Server
What is the CRM MCP Server? The CRM MCP Server provides a secure, standardized way for AI agents and other compatible applications to connect with your CRM data and services. It uses the Model Context
Manage SaaS Subscriptions and Plans via API
Overview of SaaS Configurator APIs The SaaS Configurator Public API provides programmatic access to manage subscription plans and enable SaaS features for sub-accounts within your agency. These endpoi
WordPress: Payment Failure Notifications via Email & CRM Plugin
About Payment Failure Notifications The CRM plugin for WordPress provides a feature that displays payment failure notifications directly within your WordPress admin dashboard. This ensures you are imm
Connect Your CRM to Notion
Streamline your operations by connecting your CRM directly to Notion. This native integration allows you to automate data flow between the two platforms without relying on third-party services like Za
Setting Up LinkedIn Lead Ads Integration
Streamline Your Lead Generation with LinkedIn Integration Connect your LinkedIn advertising campaigns directly to your CRM to automatically import leads from LinkedIn Lead Ads. This integration ensure
Webhook: New SaaS Plan Created
What is the New SaaS Plan Created Webhook? The New SaaS Plan Created webhook automatically sends a notification to your specified endpoint whenever a new SaaS plan is added to your CRM account. This e
Xero Integration with Your CRM
The Xero integration feature enables seamless synchronization of financial data between your CRM and Xero accounting software. This powerful connection automatically imports contacts from Xero and syn
How to View All Chart of Accounts in Xero Integration
Enabling Chart of Accounts Visibility from Xero If your Chart of Accounts isn't visible in your CRM after connecting with Xero, you may need to enable payments for specific accounts directly within Xe
Meta: Custom Audiences and Conversions Restrictions
Understanding Meta's Upcoming Restrictions Starting September 2, 2025, Meta will enforce stricter rules on custom audiences and custom conversions that may contain information violating their terms of
Automating Documents and Contracts with Public APIs
What Are the Documents & Contracts Public APIs? The Documents & Contracts Public APIs allow developers to automate and integrate document workflows directly within the CRM. These APIs provide programm
Creating a LinkedIn Lead Form
LinkedIn Lead Forms let you gather contact information directly from users who interact with your LinkedIn ads, without requiring them to navigate to an external website. This guide will walk you thro
Add Messaging and Social Channels to Your Google Business Profile
About Messaging and Social Channels on Google Business Profile You can enhance your Google Business Profile by connecting messaging and social media channels directly. This integration allows customer
Marketplace: App Uninstall API
What is the App Uninstall API? The App Uninstall API is a feature available in the CRM's Marketplace that enables developers to automatically remove their applications from inactive or dormant user ac
Displaying CRM Data in WordPress Using Custom Values
The Custom Values integration in the CRM WordPress Plugin allows you to display live data from your CRM account directly within your WordPress pages and posts using simple shortcodes. This powerful fe
Integrate TikTok Messaging
About TikTok Messaging & Comment Automation TikTok offers access to millions of active users, but managing conversations and contacts at scale can be challenging. With TikTok Messaging integration in
Do I Need a Meta Business Account to Use WhatsApp with CRM?
Meta Business Account Requirement Yes, you must have a Meta Business Account (formerly known as Meta Business Manager or Meta Business Suite) to use WhatsApp with your CRM. This requirement exists bec
WordPress CRM Plugin: Reviews, Calendars, Surveys & Quizzes
The WordPress CRM Plugin now integrates four powerful tools—Review Widgets, Calendars, Surveys, and Quizzes—directly into your WordPress site. This allows you to build fully integrated, conversion-foc
Setting Up Google Ads Lead Integration
What is the Google Ads Integration? The Google Ads Integration creates a live connection between your Google Ads account and your CRM. When a potential customer submits their information via a Google
Understanding Automated Webhook Retries for Marketplace Apps
Overview To enhance the reliability of data delivery, the CRM includes an automated system for retrying webhook calls from Marketplace apps. This feature is designed to handle temporary rate limits gr
Understanding the App Installer Details API
What is the App Installer Details API? The App Installer Details API is a specialized interface for developers who have published applications in the CRM's marketplace. It provides verified informatio
Using the CRM PHP and Python SDKs
Introduction to the CRM PHP and Python SDKs The CRM offers officially supported PHP and Python SDKs that provide a simplified way to integrate with the CRM's v2 Public API. These libraries handle comp
Developer Guide to the CRM Webhook Logs Dashboard
What is the Webhook Logs Dashboard? The Webhook Logs Dashboard is a developer tool that provides a detailed record of every outbound webhook sent from your CRM integrations. It serves as a central hub
Using the Monday.com Integration in Workflows
What is the Monday.com Integration? The Monday.com integration allows you to connect your CRM workflows directly to your Monday.com account. This enables you to automate actions like creating and upda
Migrate Your WhatsApp Number to WhatsApp Cloud API
Why Migrate Your WhatsApp Number? If you're using CRM and want to connect your existing WhatsApp business number to WhatsApp Cloud API, you must first migrate that number. This is a required step — yo
Documents & Contracts: Public APIs
What are Documents & Contracts Public APIs? The Documents & Contracts Public APIs provide a programmatic interface for developers to automate document-related tasks within your CRM. Instead of manuall
How to Transfer Your WhatsApp Number to the WhatsApp Cloud API
To connect your existing WhatsApp business phone number to the WhatsApp Cloud API within your CRM, you must first migrate the number. A phone number that is already registered on the standard WhatsApp
Automate Workflows with CRM MCP and N8N
Your CRM's MCP (Model Context Protocol) server now offers native compatibility with N8N, a powerful workflow automation platform. This out-of-the-box integration allows you to connect your CRM data an
Introducing the Revamped Integration Page
What is the Revamped Integration Page? The revamped Integration Page in your CRM provides a centralized hub for discovering, connecting, and managing all your external integrations. This redesigned in
User Lifecycle Events via Webhooks
Your CRM platform supports webhook events for user lifecycle activity, enabling developers to receive real-time notifications when users are created, updated, or deleted. These webhooks help external
Email Marketing V2 Public APIs
What are Email V2 Public APIs? Email V2 Public APIs are an advanced set of endpoints that enable developers to manage email campaigns, templates, and performance data programmatically. These APIs offe
Connecting HubSpot to CRM Workflows
Overview You can integrate HubSpot directly with your CRM workflows to keep both systems synchronized and automate data flow between them. This guide explains the available HubSpot triggers and action
Understanding Why Apps Are Uninstalled
About Uninstall Feedback When users remove an integrated app from their CRM, they have the option to share why they made that choice. This Uninstall Feedback feature provides anonymous, voluntary insi
Understanding Multi-OAuth Support for Marketplace Apps
What is Multi-OAuth Support? Multi-OAuth Support is a feature that enables a single installation of a Marketplace app within your CRM to connect and manage multiple external accounts. Instead of being
Grey Label API Documentation
What is Grey Label API Documentation? Grey Label API Documentation provides White Label partners with a developer documentation experience hosted on a neutral domain. This allows agencies and partners
Managing WhatsApp Credit Lines
About WhatsApp Credit Lines A WhatsApp credit line is the billing method that connects a WhatsApp Business Account (WABA) to a funding source for its usage fees on the WhatsApp Business Platform. When