Settings: Integrations

Created by Stefan Perchinkov, Modified on Wed, 26 Feb at 6:43 AM by Stefan Perchinkov

In this article, we will go over the different sections of the Integrations Settings Menu.

Under the Integrations tab, you will be able to see and connect the following:

Google
Reserve with Google*
Facebook/Instagram
Clio
Shopify
TikTok
Slack
Linkedin
Printful

*Note: that Reserve with Google can only be used with the Home Services Niche in your Business Profile

Facebook Form Fields Mapping and TikTok Form Fields Mapping will allow you to map fields from those platforms to the fields in the system, such as name, phone, email, etc.

FAQS

What is the purpose of Facebook Form Fields Mapping and TikTok Form Fields Mapping? These mapping features allow you to align fields from Facebook and TikTok forms (e.g., name, phone, email) with corresponding fields in your system. This ensures that data collected through these platforms is accurately reflected in your system.

How do I connect Google to my system? Navigate to the Integrations tab, select Google from the list, and follow the on-screen instructions to connect your Google account.

Can I use Reserve with Google for any business niche? No, Reserve with Google is only available for the Home Services Niche in your Business Profile.

How do I integrate Facebook and Instagram with my system? Select Facebook/Instagram from the Integrations tab and follow the setup process to link your accounts. This integration will allow for better management of your social media interactions and campaigns.

What should I do to connect Clio to my system? Choose Clio from the Integrations list and follow the provided instructions to integrate your Clio account with your system.

How do I integrate Shopify with my system? Select Shopify from the Integrations tab, then follow the setup instructions to link your Shopify store for enhanced e-commerce capabilities.

What are the steps to connect TikTok with my system? Navigate to TikTok under the Integrations tab and follow the setup instructions to connect your TikTok account.

How can I integrate Slack with my system? Choose Slack from the Integrations tab, then follow the instructions to connect your Slack workspace for streamlined communication.

How do I link my LinkedIn account with my system? Select LinkedIn from the list of integrations and follow the on-screen instructions to complete the integration.

What is Printful, and how do I integrate it? Printful is a print-on-demand service. To integrate, select Printful from the Integrations tab and follow the instructions to connect your Printful account with your system.

How do Facebook Form Fields Mapping and TikTok Form Fields Mapping improve data accuracy? These mapping tools ensure that form fields from Facebook and TikTok are correctly mapped to your system’s fields, minimizing errors and ensuring that data is accurately captured and utilized.

Are there other integrations available beyond the ones listed? Yes, in addition to the listed integrations, you can also connect accounts for platforms like QuickBooks and Stripe. For QuickBooks, integration helps with accounting and financial management, while Stripe integration facilitates payment processing.

How do I connect QuickBooks and Stripe? For QuickBooks, select it from the Integrations tab and follow the setup instructions to link your account. For Stripe, choose Stripe from the list and follow the provided instructions to integrate your payment processing system.