Integrations20
Settings: IntegrationsTrending
By connecting accounts like Google, Facebook, and QuickBooks, you can efficiently manage and track your business activities directly from your CRM.
Connecting Facebook & Instagram
Integrating your Facebook and Instagram accounts enhances your social media management and improves your ability to track and engage with leads effectively.
Setting Up Shopify Integration
The Shopify integration can be used to track sales and create automated responses for orders placed or abandoned carts.
TikTok Ads Account Integration
This guide will walk you through the process of integrating your TikTok business account and setting up a workflow to capture and manage leads directly from TikTok.
By connecting services such as Google Workspace, Google My Business, Google Ads, and Google Analytics, you consolidate various functions into a single platform, enhancing efficiency and accessibility.
Microsoft Outlook
By integrating your Outlook account with your CRM, you enable a seamless synchronization of your Outlook Calendar for scheduling and appointment management.
Mapping Facebook Form Fields
This guide will walk you through displaying and selecting the appropriate fields for mapping, ensuring that data from your Facebook forms is accurately transferred to your account.
Google My Business
You can manage all GMB messaging right inside your CRM
How to Integrate Facebook Pixel with Your Tools
By integrating Facebook Pixel with your CRM tools, you can capture specific events like form submissions, survey completions, and calendar bookings. This data is invaluable for understanding your audience and refining your marketing strategies.
LinkedIn Integration
Integrating LinkedIn with your CRM enables automatic synchronization of lead data, streamlining lead management and ensuring immediate access for timely follow-up.
Facebook Integration and Lead Management
This guide will walk you through the steps to effectively manage leads generated through your Facebook campaigns.
Troubleshooting Facebook Lead Ads Integration
This guide will walk you through some steps to help resolve common issues encountered with Facebook Lead Ads and ensure a seamless integration process.
Verifying Synchronization Between Google Calendar and CRM
By synchronizing your calendars, you streamline your scheduling process, enhance your workflow efficiency, and maintain a professional and organized approach to managing your time.
How to Integrate Zapier
This guide will walk you through the process of setting up your Zapier integration, allowing you to streamline tasks such as updating opportunities, contacts, or tasks in response to specific triggers.
How to Change the Profile Picture for the Chat Widget: GMB
How to Change the Profile Picture for the Chat Widget: GMB
How to Connect Shippo Integration
By integrating Shippo with your eCommerce store, you gain full control over your shipping operations, allowing you to offer real-time rates and reliable delivery options.
How to Integrate WhatsApp
Tutorial on How to Integrate WhatsApp to your CRM
How to Connect WooCommerce for Stores
Use this feature to effortlessly import and synchronize your WooCommerce store data into your account.
How to Sync Products to your Facebook Shop
Within the platform, you can seamlessly publish and synchronize products from your e-commerce stores to Meta Commerce to achieve efficient sales through Facebook and Instagram Shops.
Troubleshooting and Re-authenticating Across Multiple Facebook Pages
Within the platform, you can resolve issues related to missing Facebook permissions with the Connect Multiple Facebook and Instagram Pages feature.
Email Services17
Cloudflare MX Records
Setting up MX records for your domain in Cloudflare is a crucial step in ensuring reliable email delivery and protecting your domain from email spoofing.
Connecting "Other" SMTP Email Services
Connecting an external email service provider to your CRM via SMTP
Connecting Google Email Services
How to use Gmail as a Simple Mail Transfer Protocol (SMTP) provider within your account
Connecting SendGrid to Email Services
This guide walks you through the process of successfully linking SendGrid to your platform for seamless email delivery.
Risk Assessment
The Risk Assessment section offers a detailed overview of your email verifications and their corresponding results.
Achieving Compliance: Meeting Google and Yahoo's Email Sender Requirements in 2024
In this guide, you will learn about the sender requirements established by Google and Yahoo, along with strategies to ensure compliance. By adhering to these guidelines, you can optimize your email delivery.
Securing Email Links with SSL Certificates
This guide explains the importance of SSL certificates for securing email links and provides step-by-step instructions for verifying your domain and ensuring SSL issuance within your CRM.
Setting Up a Default Header for Dedicated Email Domain
Using a dedicated domain for your email services enhances the professionalism of your communications and improves email deliverability.
Connecting Mailgun
This guide will walk you through the process, from adding a new domain to configuring DNS records, verifying settings, and integrating Mailgun into your account.
Setting Up a Default Header
By the end of this guide, you will know how to set up a default header for your dedicated domains.
SMTP Troubleshooting
This guide provides troubleshooting steps for resolving SMTP-related email sending issues in the CRM, focusing on proper sender email configuration and understanding common SMTP error codes across various email providers.
How to Turn On/Off Email Tracking
The ability to control email tracking is crucial for tailored email marketing strategies. This article will guide you through the process of enabling or disabling open and click tracking, offering enhanced management of your email campaigns.
How to Add Multiple Domains in Email Services
How to Add Multiple Domains in Email Services
How to Create SMTP Credentials
SMTP (Simple Mail Transfer Protocol) is essential for sending emails from your domain. To ensure seamless email delivery, it's crucial to use the SMTP credentials specific to your domain.
Email Bounce Classification
This guide provides an overview of potential errors you may encounter when sending messages through our service.
Google Postmaster Tool
By utilizing Google Postmaster Tools, email senders can better understand how their emails are perceived by Google, enabling them to take proactive steps to improve their sender reputation and increase inbox placement.
Microsoft SNDS Tool
By using Microsoft SNDS, you can proactively monitor and manage your IP reputation, ensuring optimal email deliverability and a positive sender reputation.
Custom Fields2
Custom Fields Overview
Custom fields let you tailor your data collection to suit your needs perfectly. With efficient tools for managing and organizing them, you can ensure your customer insights are both detailed and actionable.
How to Configure Searchable Fields for Objects
Your CRM search functionality is key in handing you the results you want. The fields contain all the relevant information about your contacts and opportunities. However, the standard may not suffice for your business. Maybe there's a field that your niche uses for searching but it's not common in the industry, or a unique identifier your company has assigned to customers. In those cases, you can use customization to achieve what you need.
Phone System27
Settings: Phone Numbers
Your platform has a robust feature for organizing and configuring the phone numbers you’ll use.
How To Enable Call Recording
How To Turn On Call Recording
Application-to-Person (A2P)
A2P (Application-to-Person) is a body that brings together all US carriers to form a centralized repository where businesses who want to send text messages must register.
Business Insights Through Call Recording and Tracking Setup
Maximizing Business Potential Through Call Recording and Tracking
How to Set Up Automated Missed Call Text Back
Setting Up the Missed Call Text Back Feature
Call Tracking Setup
How to track calls and understand how customers interact with your business and how effective your campaigns are
How to Enable Multiple Users to Receive Inbound Calls
This article will show you how to make sure your phone system is ready and then how to set it up so multiple team members can answer incoming calls.
How to Perform a Warm Call Transfer
A warm call transfer is a feature that enables you to transfer a call to another party while maintaining the ability to communicate with the client until the transfer is complete.
How to Set Up and Use Verified Caller ID
This article will walk you through verifying your own phone number and using it as the Caller ID for outgoing calls.
How to Purchase a Phone Number with Required Address and Bundles Verification
We'll show you, step by step, how to make sure your address is okay and how to get your phone number ready to use, whether it's for yourself or your business.
Troubleshooting A2P Registration Failures
Welcome to our guide on understanding A2P registration failures and how to fix them! This guide will walk you through why these problems happen and what you can do to solve them.
Understanding and Configuring Call Routing
You'll learn how to assign numbers to users, route calls based on who they're meant for, and what to do with calls when no specific person is assigned.
Toll Free Numbers
Setting up Toll Free Number
Managing and Deleting Twilio Numbers
How to Delete Twilio Number
How to Update Your Outbound Number
This article will show you step by step how to make sure your text messages start coming from your new number.
Call Loops and How to Troubleshoot Them
Understanding and Resolving Call Loops in Your CRM Phone System
Messaging Analytics
How to access your Messaging Analytics
How to Enable Call Transcriptions
This article provides a step by step guide on how you can enable the Call Transcriptions feature which allows users to maintain accurate records of all conversations, significantly aiding in documentation and compliance requirements.
Restriction History
By staying vigilant and informed about your restriction history, you can maintain the high performance and compliance standards crucial for successful messaging operations.
How to Configure Your Phone Number
How to Set Up your Phone Number
How to Set Up Auto Delete for Call Recordings
The auto-deletion feature allows you to remove older call recordings automatically, helping you maintain efficient use of storage while keeping recent recordings available for reference.
How to Block Spam Calls & Identify Unknown Callers
The Number Intelligence is a bundle of functions that clarify details helping you avoid spam calls, invalid numbers, and unknown callers that make your process less efficient. This article will teach you how to use it and what to expect.
Messaging Ramp Progress Card
The Messaging Ramp Progress Card helps users track and unlock SMS messaging limits with clear visuals and actionable steps, ensuring a seamless progression experience.
How to Transfer an Incoming Call
If you are wondering how you can transfer an incoming call to another user in your account, this guide will show you how.
How to Appeal a Phone Suspension
How to Appeal a Phone Suspension
How to Create a Call Script
This article will help you add Call Scripts that can be used during calls.
Messaging Policies For Canadian 10DLC Numbers
Messaging Policies For Canadian 10DLC Numbers
Business Profile7
Business Profile
Adding company details to your platform is super easy, and it’s one of the first things you’ll want to do before starting to use your platform for marketing and automation tasks.
Steps to Change the Default Currency
By the end of this article, you'll know exactly how to update your currency settings to better match your business needs and keep your transactions running smoothly.
How to Validate SMS Phone Numbers
Welcome to our guide on how to check if SMS phone numbers are real and working in your CRM system!
Managing Alternate Timezone Settings
This guide has got you covered with step-by-step instructions, important things to keep in mind, and answers to questions you might have about managing time zones in your CRM.
Setting Up Branded Domains
Setting up a branded domain can significantly enhance your brand's professionalism and credibility.
Email & SMS Compliance
Maintaining your Email and SMS compliance allows you to do so as well as keeping your communications clean for providers, lowering the risk of being marked as spam.
Duplicate Opportunity Management
By the end of this guide, you'll be ready to use duplicate opportunities to make your business operations smoother.
Domains7
Setting Up Root Domains
In this article, you will learn how to set up a root domain. Setting up a root domain is crucial for launching and managing your site, involving steps like creating a DNS record, linking the domain to a funnel or website, and setting a default error page.
Setting Up Sub-Domains
In this article, we will illustrate how you can set up subdomains. Sub-domains structure and segment content, making it easier to manage different areas of a website.
XML Sitemaps
By following these steps, you can seamlessly add an XML Sitemap to your domain to improve the site's search engine visibility and overall SEO performance.
Creating a Subdomain in NameCheap
This guide will walk you through creating a subdomain in your NameCheap account and linking it to your CRM, ensuring that your traffic is directed to the desired pages or funnels.
Set up a Customized 404 Error Page
A custom 404 error page is more than just a placeholder for missing content; it plays a vital role in maintaining your brand identity and enhancing user experience
How to Add Mailgun Records to Namecheap
This article guides users through integrating Mailgun with their domain by adding and verifying specific DNS records in Namecheap to authenticate email sending.
How to Manage Domains
How to Manage Domains
Custom Values2
How To Use Custom Values
In this guide, we'll walk you through the process of setting up custom values and integrating them into various elements of your platform, such as funnels and marketing emails.
Custom Values Overview
This guide will walk you through the steps of adding, organizing, editing, and deleting custom values, ensuring that you can efficiently manage your data.
My Profile6
Settings: My ProfileTrending
The My Profile section allows you to customize and manage your personal account settings efficiently.
Integrating Google Calendar
By following the steps outlined in this article, you will be able to successfully integrate your Google account, configure your calendar settings, and manage potential conflicts.
Zoom Integration
Integrate and Manage your zoom account in the CRM
User Notifications
By tailoring your notifications, you can maintain control over your communication channels and enhance your overall productivity.
Gmail 2-way Sync
The two-way sync feature for Gmail allows users to seamlessly integrate their Gmail account with the CRM, enabling automatic synchronization of emails between the two platforms.
How to Set Up Daily Summary Reminders
By customizing your daily summary reminder times and choosing your preferred notification channels, you can ensure that important tasks are never overlooked.
URL Redirects1
URL Redirects Overview
In this article, we will see how to create URL redirects for old or removed web pages.
Audit Logs1
Understanding Audit Logs
Through this article, you'll learn how to access, filter, and make sense of the Audit Logs that track activities and changes in contacts, calendar events, opportunities, and communications.
My Staff4
Settings: Team ManagementTrending
When you first start using your platform, you’ll need to set up accounts for each member of your team, as well as decide which features they have access to.
Integrating Google Meet for Virtual Appointments
Setting up Google Meet as a Preferred Medium for Virtual Appointments
How to Reset Your Password Through My Profile & My Staff
How to Reset a Password for a User
Showing Only Assigned Data in Dashboards
This article will guide you on limiting the visible data in Dashboards.
Private Integrations1
How to Create a Private Integration
Private Integrations is designed to enhance the security and functionality of your account integrations. By moving beyond the limitations of API keys, Private Integrations offers a more robust, secure, and manageable solution.
Trust Center4
A2P - Brand and Campaign Registration
Steps to complete your A2P Brand and Campaign Registration.
A2P - Completing the Business Profile
How to fill in the Business Profile information for A2P verification purposes.
Understanding Call Marking and How to Avoid It (LC Phone)
SHAKEN/STIR and CNAM are a set of protocols designed to authenticate caller ID information and verify that it is coming from a legitimate source.
Trust Center Overview
How to enable trusted calling and improve your phone communications
WhatsApp7
How to Create a WhatsApp Template
Creating and managing WhatsApp templates is a crucial aspect of enhancing communication and engagement with your customers. This guide provides a detailed walkthrough for setting up both standard and interactive WhatsApp templates, including features like media support and customizable call-to-action buttons.
Using WhatsApp Media Templates
Using WhatsApp Media Templates
WhatsApp Business Profile Management
WhatsApp Business Profile Management
WhatsApp Template Analytics
Gauging the effectiveness of your WhatsApp Templates is key to optimizing your communication strategies. These insights will give you a comprehensive view of their strengths and weaknesses to minimize your expenses and ensure customer retention.
Appointment Booking WhatsApp Flow
Booking directly through WhatsApp encourages immediate action from your contacts, to do so you'll need to create Templates. Let's check how to set the flows in place.
How to Link your WhatsApp Business Account to a Facebook Page
By linking your WhatsApp Business account to your Facebook Page, you make it easier for customers to reach out to you, facilitating quicker responses and improving customer satisfaction.
How to Convert WhatsApp Template to a Utility Template
How to convert WhatsApp marketing templates to utility templates using the template rewriter.
Objects5
Audit Logs for Custom Objects
Audit Logs for custom objects allow you to easily review the history of updates and troubleshoot any issues that may arise with your Custom Objects.
How to Create an Object
This guide will walk you through the steps to create a new object in your account.
Objects Overview
The Objects section in your account allows you to access and manage all Standard and Custom Objects efficiently.
How to Set Up Contact-to-Contact Association
Contact Associations gives you the ability to link contacts in a way that reflects their unique relationships using custom labels.
Company Settings
The Company settings offer flexible customization and automation for managing company-related information.
Conversation AI9
Conversation AI
Conversation AI serves as a helpful tool within the chat interface by offering potential responses to customer queries.
Train Your Conversation AI Bot with Google Docs
Follow these steps to utilize Google Docs in your bot training and take advantage of its versatile capabilities.
How to Add Contact Info Using the AI Bot
The Add Contact Info feature is designed to help users easily add or update contact information directly through an AI bot.
How to Train Your Conversation AI Bot
Whether addressing general or specific inquiries, a well-trained bot ensures customers receive timely and accurate answers.
Primary vs Non-Primary Conversation AI Bots
This article explores the roles and functionalities of primary and non-primary Conversation AI bots. It highlights how to assign channels, manage workflows, and optimize customer engagement through effective bot utilization.
Conversation AI Bot Overview
Streamline your workflow with efficient AI bot management tools. From creating and editing bots to duplicating or setting a primary bot, this user-friendly system simplifies managing bots for seamless business operations.
How to Trigger a Workflow within Conversation AI
The Trigger a Workflow feature enables you to automate specific actions by linking workflows within the AI conversation.
Stop Bot Action in Conversation AI
The Stop Bot Action feature allows businesses to automatically halt AI bot responses under specific conditions, ensuring smoother, more respectful customer interactions. It prevents over-messaging, improves customer experience, and offers flexible re-engagement options.
Conversation AI Dashboard
The Conversation AI Dashboard is designed to give you comprehensive insights into your AI bot’s performance.
Manage Scoring1
Contact Engagement Score
A Contact Engagement Score is a valuable tool for organizations to gauge the level of interaction and interest that a contact or lead has with their business.
Voice AI Agents4
How to Set Up Voice AI Agent
With the Voice AI Agent, you can move your human resources away from calls while still reaping the benefits of having a responder. So, let's check how to set it up.
Inbound Call Flow for Voice AI Calls
By customizing the settings based on your needs, you can ensure that the Voice AI Agent efficiently handles calls, even during periods when you are unavailable.
How to Test Voice AI Agents
Testing your Voice AI Agent ensures it responds effectively to customers. By simulating calls and analyzing data like transcripts and recordings, you can refine its performance, enhance accuracy, and boost conversions. Regular testing is essential for optimal functionality and customer satisfaction.
Voice AI Agents Overview
AI Voice Agents automate customer calls using advanced language processing, enhancing efficiency and professionalism. This guide explains setup, management, and features like record updates, call transfers, and workflow integration.
Other Help Topics
Here you can find a collection of articles that will help get you started with our platform.
Memberships and CommunitiesHere you will find everything related to the Memberships and Communities features of our platform.
AutomationThe Automation tab enables users to create automated workflows, triggering actions based on events like form submissions or time triggers. This enhances business efficiency.