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: Create and Access Your Paypal Account
NOTE: Be sure you have selected the Live app option, vs. Sandbox. The Sandbox option and credentials are used to test Paypal. You will need to create a Live app and use Live credentials in order to actually process payments.
Step 2: Integrate Paypal to the System
How to Import a Snapshot: When somebody is trying to share their snapshot they either did one of two things: How do you import using both ways? To import a snapshot using a shareable link, please follow the instructions: To import a snapshot from an email, please follow these steps:
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 […]
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 NOTE: Check out our separate tutorials on the Chat Widget for a full customization overview. Step 2: Download and Install the WordPress Plugin Step 3: Retrieve any Updates […]
Shopify is a widely used e-commerce platform for online and retail shopping. By integrating Shopify with your system, you can enhance your e-commerce capabilities in several ways, including workflows, the use of Shopify-specific custom values, and more. Follow these steps to integrate Shopify with your system: Step 1: Create or Log In To A Shopify […]
The Quickbooks integration allows you to sync contacts and queue a review request if an invoice is created. Step 1: Integrating Quickbooks Step 2: Using Quickbooks
When you’re running Facebook lead ad forms, you want to ensure the Facebook form fields are mapped correctly to merge into your system. Step 1: Integrate Your Facebook Page and Set up a Facebook Lead Ad Form Step 2: Set Up Your Field Mapping NOTE: If you are using non-standard fields, ensure to have a […]
If you want to utilize Local Services Ads – Reserve with Google, you can integrate your system to do so in a few simple steps. You must first have a Local Services Ads account with Google. Once you’ve created that, follow along to integrate your system: Please note this feature is currently supported only for […]
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: […]
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. […]
