Integrations

Our software provides powerful and secure integrations with popular platforms like Google, Facebook, Instagram and Stripe. With it, you can reach more users and expand the possibilities of your business.

The integration between your Google accounts and CRC Hub opens up a whole world of opportunities. With a single login, you will have access to Google Workspace (Gmail SMTP), Google My Business, as well as the data in both Google Ads and Google Analytics. Conveniently manage different aspects of these products with ease in one place.

Once you have connected your Google account, it will look like the picture below.

To begin connecting your Google account, click on the 'Sign in' tab. Upon doing so, you will be required to enter your username and password into the appropriate fields. Once both credentials have been authenticated, you will then be directed back to the CRC Hub.

After logging in to your Google account, you can quickly access all the analytics accounts linked to your profile. To begin, simply click on the dropdown and select which analytics account you would like to be connected with your CRC Hub.

Once you select the MCC account ID, you'll need to confirm it matches the one on your google ads account. Logging into your google ads account is easy — simply go to the Customer ID menu and check it out! This allows you to quickly make sure that the right MCC account is connected with your CRC Hub location. Then, it's just a matter of confirming the information and making the connection.

Once you connect your Google Accounts, empower yourself to use the power of Google My Business! With this connection, you can manage all GMB messaging right inside your CRC Hub. Call tracking will establish a unique tracking phone number and attach it to your GMB location. This method separates traditional customer phone calls from more organized interactions inside your CRC Hub, bringing everything into one streamlined digital process.

For connecting with your Google My Business page, simply click the Select a GMB Page button.

You will then be able to pick which Google My Business account you'd like to attach to this CRM location, and then you can go ahead and hit Connect.

No worries if it doesn't work out; in the future, you can always disconnect the site by clicking on the connected button.

Before connecting your Facebook and Instagram to your CRM, a few settings must be in place. To make the process easier, we have gathered a few steps and relevant guidelines you will need to wrap up this setup.

Please visit https://help.instagram.com/502981923235522 for more information

Take advantage of the easy connection process when you click on the Connect tab to ensure your Facebook and Instagram accounts are connected to your CRC Hub. If you have already connected one of these social accounts, the tab allows you to deselect either or both; look for gray colored FB and IG icons if they’re not already connected. To get started, just touch the connect tab and let it guide you through the simple steps to complete this process!

Log into your Facebook by entering your username and password. Simply type in the corresponding information and click on the login option and you'll be taken to the next steps.

Once you fill in your login information, you will be taken to a page dedicated to helping you make sure you are accessing the correct Facebook account. This is designed to ensure that the right account is being used when the login page appears, thanks to prior logins on the same browser. Continue with this particular account, and an Instagram profile associated with it will be displayed.

You're just a few steps away from connecting the Instagram business accounts that you manage with your Facebook pages. Have a look at the list of accounts waiting to be connected. Choose those that you wish to connect, then deselect the pages that don't want connected. After you've made your selections, simply click on the 'Next' button.

Once you have reached the next page, you will be presented with a list of all the Facebook pages to which you have access. You'll have the opportunity to select or deselect which page you'd like linked to the current CRM location— just click on it once for one option or click twice for the other! When you've finished your selection, simply click on Next to move forward in the process.

When you toggle through Leadconnector permissions, there are 13 outlined categories you must grant access to to give your Facebook account the go-ahead. These include:

1. Manage your ad accounts.

2. Access to your Facebook ad stats.

3. Accessing Instagram posts

4. Accessing message conversations.

5. Managing leads for the pages

6. Permission to Access your Instagram messages.

7. Permission to Create content for the page.

8. Permission to manage comments received on the posts published on your page

9. Permission to read the content posted on the page.

10. Creating and managing ads.

11. Managing account settings and webhooks.

12. Access to the user content of the page.

13. Show the list of pages you manage.

Clicking on the "Done" tab will finish the selection process. (Tip - Keep all the toggle options turned on)

At the end of the journey to link LeadConnector to Facebook, a confirmation window appears. Click on the 'ok' tab to go to the next step.

Once you link the Facebook account associated with your CRM location, a list of pages related to it will appear on the screen. This list is here to help you access a specific page. To locate the page that best suits what you're looking for, glance at the dropdown menu for an easy view of each page option. Once you select your page, click on the green Connect Page button.

Once you have selected the Facebook page from the list of pages, the system will detect the Instagram business account associated with the Facebook page. Click on the "Connect Facebook and Instagram" tab to confirm your selection.

To pair your CRC Hub with the ad account of your choice, get started by clicking on the Select Ad Account dropdown. There, you're able to pick from any ad accounts that are registered within the platform.

It's possible to remove a currently linked Facebook account from your CRM. To do so, navigate to the Connected tab, where you'll be prompted with a query asking if you wish to delete the associated Facebook account. Following through with this action will successfully disconnect the account from your CRM, allowing you to manage your connections as needed.

This section allows you to verify the specific Facebook page that you are presently interacting with. By confirming the correct page, you can ensure that you are managing and accessing the appropriate content, maintaining accuracy and efficiency in your social media activities.

With the Change Page button, you can easily switch from your current page to a different one. Just click on the Change Page tab to get taken to a list of Facebook pages. There, you will be able to find and choose the exact page you're looking for.

You can easily connect Facebook Messenger to your CRM with one simple click of the Messenger button. Activating this feature allows you to receive Facebook Messenger notifications directly in your CRM, making it easier than ever to keep up with prospective customers.

After toggling on this setting, don't forget to save the changes you have made so that they will remain in effect.

Finally, staying on top of Instagram Messenger notifications within your CRM platform is easy. The Instagram button provides direct access to your message inbox without opening a different window or loading a new page. Once clicked it'll take you but seconds to jump over to the settings page and toggle messages on or off as needed

After toggling on this setting, don't forget to save the changes you have made so that they will remain in effect.

To connect your Outlook account to your CRC Hub, first, locate and access your user profile within the platform. You will find an Outlook calendar tab associated with your profile. Click on the 'Connect' tab to initiate the linking process. This action will redirect you to a Microsoft login page, where you'll need to provide your account credentials and confirm your identity.

Ensure that you enter your login credentials accurately and confirm your identity to complete the authentication process. By doing so, you grant permission for Leadconnector to access your Microsoft account information.

To get connected today, click on the connect tab. Doing this will initiate the process of connecting your Zoom account to your Hub. When you do this, you will be brought to a separate window--the Zoom sign-in page. J

Enter your username and click Next. Then put in your unique password. Once you're all set, simply hit the Sign In button to sign in to Zoom.

To allow Zoom to gain access to Lead Connectors' powerful tools and resources, you'll need to switch the toggle on. You'll be prompted to verify your selection afterwards. But clicking on the Enable tab will provide your Zoom information and make sure it's up-to-date with Leadconnector.

Giving Lead Connector Permission to access your Zoom account couldn't be simpler! Just check the box to allow the app to use your shared permissions so it can access and manage all their meeting settings. Once you've done that, go ahead and press Allow to complete the process.

Running Facebook lead generation ads can help your business expand, but it's important to ensure that the information from those ads is easily transferred to your CRM. Mapping out the process correctly can allow your application to automatically pull the details from each Facebook form and add them into your CRM storage system.

Upon selecting the appropriate CRM location, you will be presented with a list of Facebook forms associated with the connected Facebook account.

The display presents the Facebook page linked to each form in the list, providing a clear overview of the connections between the forms and their respective pages.

Once you have successfully mapped the Facebook form fields with your CRM, you can activate this toggle switch. This enables seamless data transfer between the two platforms. However, if you need to make any modifications to the form fields in the future, you can simply turn off the toggle, make the necessary changes, and then reactivate it when you're ready.

Once your form has been accurately mapped and is functioning seamlessly, a green tick mark will appear as a visual representation of its successful setup.

Utilizing the Edit option enables you to alter the settings for the Facebook form fields that have been mapped to your CRM platform.

When you dont have any existing Facebook form fields mapped already, you will need to select this option to map the Facebook form fields.

If you don't have any Facebook form fields mapped already, mapping these fields is essential for success. It's important to create the required custom fields within the CRM's custom fields area prior to beginning the mapping process.

Displaying the fields from your Facebook form allows you to view and manage the various data input elements within the form.

In this section, you will see the fields from your CRM platform that need to be mapped with the corresponding fields in your Facebook form. Pay close attention to the bottom three fields in the screenshot provided, where the Email field from the Facebook form is accurately mapped to the Email option in your CRM system. By correctly aligning these fields, you ensure a seamless transfer of data between the two platforms.

Making sure these settings are exactly as you want them is important for efficient and successful use of Form Fields. That’s why every time you have made changes, it’s relevant to click 'Save'.

Here we will walk you through the step-by-step process of integrating your TikTok business account into your Hub.

Navigate to your Hub's Integration Section and click on the Connect button for TikTok. You will see another prompt window that lets you either Login or Sign up to your specific TikTok business account.

LeadConnector

While establishing a connection via LeadConnector, it's essential to spend a few moments verifying that all necessary permissions are granted by default. To accomplish this, just click the Confirm button.

Advertiser Account

If you are in charge of multiple advertiser accounts, be sure to make the correct advertiser account selection from the dropdown.

Once the correct advertiser account is selected, the tab will close and your TikTok business account will be seamlessly integrated with LeadConnector.

Once you have connected your TikTok business account, you can navigate to the TikTok form mapping tab to gain access to all the pages and forms that were created.

Map TikTok Fields with CRM Fields

Upon viewing different options here, click on the 'Map Fields' command button to assign each form field with one of the CRM related fields. Finally, click on the Update button so any changes are automatically saved and immediately accepted or recognized by all visitors of this page or tab.

Adding Custom Fields

Once you're finished with Map Fielding, head to the Settings section and click on the Custom Field tab. Here you will see all of the Custom Fields supported for TikTok Lead Ads:

Once your Tiktok business account is connected please navigate to the "TikTok Form" and submit the form to see if leads are being added to the CRM.

Once you are done Map Fielding and creating Custom Field, navigate to the "Workflow" under the Automation section to create your TikTok Lead Ads Workflow.

When creating a workflow, the first step is to create a Contact trigger.

When creating the workflow, it should have the Workflow trigger step "Contact" Created and it must have an "if/else" condition added to it which searches for Contact Details then "Source" is then TikTok.

Integrating Shopify store is a 2 step process :

1. Create a Custom App in your Shopify Store.

2. Connect Shopify to your Account.

Before we setup integration you need to create a custom app in your Shopify store.

Login to your Shopify store and click on "Apps" in your dashboard.

As shown in the image below, click on "Develop apps" on the top of the screen highlighted in the below picture.

Then, click on "Allow custom app development" (if you have already enabled this permission, then Shopify will take you toa Step where you can start creating an app)

Select the option as shown in the image below.

Enter a name for the app (for example "Marvel's App"), select your email under App developer, and click on "Create app"

Once you have clicked on "Create app" option (See previous image) it will take you to the page where you will be required to configure Admin API integration.

Search/scroll down to the "Orders" and You will need to enable at the very least "read_orders" access.

Then, Search/scroll down to the "Products" and You will need to enable at the very least "read_products" access.

Once you've enabled read access on "Orders and Product", save the app by clicking on the "Save" button on the top right

After saving, click on the "Install app" as in the image below.

After installing, the "Admin API access token" that you need for the Shopify integration can be found under the API credentials section. click on "Reveal token once" to get access to the token.

Copy the "Admin API access token" by clicking on the clipboard icon.

After setting up the shopify app, you can go to the Settings->Integration area of your CRM and Click on the "Connect" tab to integrate your Shopify Store.

Paste the "Admin API access token" you copied in Step 1, enter "Name of your Shopify store", and click "Connect"

Come back to the integration area, and you will see the Shopify store is now connected to your CRM.

Here we can learn how you can manage the store using the advanced feature.

With workflow triggers, we can set the system to perform several actions. For example, when a customer leaves the store without completing their purchase (see the abandoned checkout option), we can send them exciting offers through email/sms so they can come back and complete their order.

With if/else condition,s we can set specific conditions for the system to run the workflow.

With the shopping cart element, you can build your email template based on the order that was placed