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
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
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
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,
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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