Integrations

Meta lead forms, WhatsApp, Instagram, Google Calendar and web forms.

11 articles

1Integrations overviewWhich channels and ad accounts you can connect, where each connection lives, and how we set them up with you.
2Connecting Facebook and InstagramConnect your Facebook Page and Instagram account so Messenger, Instagram DMs and lead forms flow into the panel.
3Facebook and Instagram lead formsSave people from Meta ad forms automatically, map questions to the right fields, and let the assistant call consented leads within seconds.
4Instagram messagingAnswer Instagram DMs from the inbox; turn on message access and learn Meta's 24-hour and 7-day rules.
5WhatsApp Business APIConnect your office number to Meta's official WhatsApp Business API — requirements, setup steps, display name, number status and limits.
6WhatsApp templatesCreate Meta-approved WhatsApp templates — categories, variables and buttons, approval statuses and examples for estate agencies.
7WhatsApp rules and quality ratingThe 24-hour window, template requirement, client opt-in, quality rating and messaging limits — what you need to keep your number safe.
8Connecting Google Business ProfileConnect your Google Business Profile to see and reply to Google reviews in the panel, and route calls from your profile to the assistant.
9Connecting Google AdsConnect your Google Ads account to see spend and results in reports, and use the GCLID to know which ad brought leads and sales.
10Web forms and webhooksHow leads from your website enquiry forms and other systems reach the panel, and how the assistant calls them back.
11Other integrationsGoogle/Outlook calendar sync, Zoom and Google Meet; property portals, your portfolio, and what to do about connections not in your plan.

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