Communication Tools

Communication integrations do one of two things: they alert your team the moment a new lead comes in, or they hand the lead off to another system so your own software can take over. These integrations are split across two sub-tabs of the source’s Messaging SettingsIntegrations tab:

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Communication integrations are configured per source. Open a source → Messaging SettingsIntegrations tab, then pick the sub-tab (Messengers or Other). Each integration has its own card with an Enable toggle, its settings, and a Validate Connection button.

Supported integrations

Which should I pick?

You can enable more than one at the same time. It’s common to run Slack for the office plus SMS for whoever is on-call after hours.

Shared options on every card

These options appear on every communication integration. The per-integration pages only mention them when they behave differently for that integration.

Enable

A simple on/off toggle for this integration on this source. When off, nothing is sent. Default: off — the integration only runs once you turn it on.

Inherit from parent

Only shown on a location that has a parent business. When on, the location uses the parent business’s configuration for this integration — same credentials, same options. When off, the location has its own settings that override the parent. Turn it off only on a specific location that needs to behave differently.

Create customer only when contact info is captured

Label: Create customer only when contact info is captured. Default: off.

Use this when you only want to be alerted about real, reachable leads.

Create only for new leads

Label: Create only for new leads. Default: off.

Include source name

Label: Include source name. Default: off.

Use this when you run multiple sources and want to tell them apart from the alert itself.

Validate Connection

A button on every card that tests the integration right now. On success, you see a green confirmation. On failure, the error is shown inline so you can fix it.

Disconnect

Removes the connection for this integration on this source. You’ll be asked to confirm. After disconnecting, no more alerts are sent until you reconnect.

Error log

If the integration hits a problem while processing a real lead, the most recent error and its timestamp are shown right on the card.


Questions about communication integrations? Email support@nzleads.com.

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