Integrations Configuration

Connect NZ Leads with your favorite tools so leads flow straight into your existing workflow. No more copying and pasting between systems - everything happens automatically.

One Setup or Custom: Use the same integrations for your whole business, or set up different ones for each source (Yelp, Thumbtack, etc.). There’s a toggle to switch between these modes.

Integrations Overview

How It Works

When someone contacts you, NZ Leads can automatically:

Send their info to your CRM
Notify your team on Slack or WhatsApp
Text you on your phone
Create leads in your project management system

Everything happens in the background while you focus on winning the job.

Available Integrations

CRM Systems

HubSpot - Get leads created in your CRM
PipeDrive - Get leads created in your CRM
Workiz - Get leads created in your CRM
GoHighLevel - Capture new leads in HighLevel
Housecall Pro - Sync leads with Housecall Pro CRM
Smart Moving - Perfect for moving companies
Zapier - Connect to hundreds of other apps

Communication

SMS - Get notifications directly to your phone
WhatsApp - Collaborate with your team in a group chat
Slack - Team notifications in your Slack channel

Setting Up Integrations

Step 1: Choose Your Integration

Click on any integration card to see its setup guide.

Step 2: Connect Your Account

Each integration needs you to connect your account:

CRM systems: Usually need an API key or access token
Communication apps: OAuth connection or phone verification
Automation tools: API keys or webhook URLs

Step 3: Test It

Wait for the first lead to make sure everything flows correctly.

Integration Status

✅ Green check mark = Integration is working properly
⚠️ Yellow warning = There’s an issue that needs attention
Connect button = Not set up yet

Click the warning icon if you see issues - it’ll show you what needs fixing.

Managing Your Integrations

Enabled integrations show up at the top of your list, connected ones automatically sort to the top
Delete tokens if you need to reconnect an integration

⚠️

Global Settings: When you turn on “Override Default Settings from Business (System)”, you can set up different integrations for each source. Turn it off to use the same integrations everywhere.

Troubleshooting

Integration not working?

Check if your API key is still valid
Make sure you have the right permissions
Look for error messages in the integration card

Not getting notifications?

Verify your phone number is correct
Check if the integration is enabled
Make sure you’re in the right Slack channel or WhatsApp group

CRM leads not appearing?

Confirm your access token hasn’t expired
Check if the CRM integration is turned on
Verify you have write permissions in your CRM

Tips for Success

Start Small: Set up one or two integrations first, then add more once you’re comfortable
Keep Tokens Safe: Don’t share your API keys or access tokens with anyone

Next: Advanced Settings → | Back to Follow-ups → | Back to Messaging Settings →