Settings, Integrations is the one place to connect outside services and see whether each one still works. Connect here, then use it where the work happens. The page is for Office and above on a paid plan.
Groups
Services are grouped by the job they do.
- Get paid: Stripe for card and bank payments, and Financing for monthly payments.
- Books: QuickBooks.
- Schedule: Google Calendar.
- Reviews and marketing: Google Business Profile, Facebook and Instagram, Yelp, social posting and ad accounts.
- Leads: your lead sources and API key.
- Sign and order: DocuSign and ProVia entryLINK.
- Payroll: Gusto and Check.
- Texting: carrier registration for business texts.
- AI assistant: what an outside AI assistant may read and do.
Status words
Every row says one of four things: Connected, Needs attention, Couldn't check, or Not connected. The row also names the one next step: Connect, Reconnect, Fix, Retry, Set up, Choose locations, Sync now, Check now or View plans. Disconnect lives in the more menu and never leads.
Connecting
Choose Connect and sign in with the account you use for that service. You come back to the page to confirm which account joins your team. Some services then ask you to choose pages, locations, markets or accounts. When a step is waiting, the row says Next with its name. After connecting, the first sync runs by itself.
Disconnecting says exactly what stops and what stays. Work already sent or synced is kept, and reconnecting usually picks up where it left off.
Some services are early access (DocuSign, Financing, Yelp, Check). They show only if early access is on for your workspace. Settings, App, Early access turns it on.