Integration & Widget

Incorporating your Facebook Ad leads account into your app will ensure that the leads you generate through your campaigns will be getting updates which can result in a higher conversion rate. What you will need  Facebook Account Step 1: Navigate to Settings > Integration > Facebook > Connect. Follow the steps that pop up to allow […]

Connecting a Stripe account will allow you to configure products in funnels, send a ‘text 2 pay’ link in a SMS message, and more, in order to charge for products and services. This is a great feature of the system to help you manage your business. Check out the steps below to learn how to

Integrating with Google allows you to sync your calendar to your Google Calendar as well as for reporting related to Google Ads. Step 1: Go to Settings > Integrations Step 2: Click “Connect” Under the Google Icon Step 3: Select the account you wish to connect Step 4: Enter your password (if prompted). Step 5: Agree to the Terms

You might want to change which page is integrated into your account. Follow these steps to update your integration with Facebook to access new (or previously unselected) pages. Part 1: Set up your Facebook Settings and Privacy to allow the integration. Step 1: Once logged in to your Facebook account, navigate to the dropdown menu in

The Quickbooks integration allows you to sync contacts and queue a review request if an invoice is created. Step 1: Integrating Quickbooks Navigate to Integrations, and locate the Quickbooks integration. Click Connect. You’ll be redirected to Intuit’s login page, where you can log in to Quickbooks. Once logged in, you’ll be asked to “Connect” to allow

The Zoom Integration feature allows you to generate unique meeting links for appointments within the Team Calendar section of your system. (To learn more about setting up team calendars, check out our calendar tutorials.) If you yourself are your team, you can create a “Team” of 1 person for your team calendar. Follow these steps

Instagram Direct Messages (DMs) are a great way to communicate with leads and contacts. Now you can integrate your Instagram account to the system, to give you additional options for automating Triggers and communicating directly with leads in the Conversations tab. Follow the steps below to learn how to integrate your Instagram account for DMs.

By integrating Paypal as a merchant processing application to your system, you’ll be able to process payments for products and services right within the system. This will help you manage your business and allow you to track transactions right within the Payments tab. Follow these steps below to learn how to integrate Paypal: Step 1:

If you’re using WordPress, check out these simple steps to download and use the WordPress plugin for your chat widget: Step 1: Set up your Webchat widget Navigate to Sites > Chat Widget Create your chat widget and customize any features you wish. NOTE: Check out our separate tutorials on the Chat Widget for a full

If you have one or more products already set up in your Stripe account and want to import them into your system, you can do so with a few easy steps. This will allow you to save time building products to price if you already have them setup within your Stripe account. Follow along below