Integrations
The Integrations tab on a source decides which of your configured CRMs and messenger/notification channels run for leads from that source. The integrations themselves — HubSpot, PipeDrive, Salesforce, LeadConnector (GoHighLevel), HousecallPro, Workiz, Slack, SMS, WhatsApp, Telegram, Zapier, Call Bridge, webhooks, and the rest — are set up once in the Integrations catalogue and then selected here per source.
Getting here
In NZ Leads, go to Sources → select a source → Messaging Settings → Integrations tab.
Three sub-tabs
The Integrations tab is split into three sub-tabs. Each integration appears on exactly one of them:
- Messengers — integrations that alert your team or hand the live conversation off to another inbox. Slack, SMS, WhatsApp, Telegram, and LeadConnector Messaging Sync (formerly GoHighLevel Messenger) live here.
- CRM — integrations that create or update contact records in your CRM. HubSpot, PipeDrive, Workiz, LeadConnector (GoHighLevel), HousecallPro, SmartMoving, Salesforce, Monday.com, and Zapier live here.
- Other — specialized integrations that don’t fit the other two. Call Bridge, REST Webhook, and Lead Reply API live here.
Each sub-tab shows one card per integration. You can enable any combination across the three sub-tabs for the same source.
Setting up a specific integration (auth, field mapping, connection details) lives in the Integrations catalogue — one page per tool. This tab is only about which integrations apply to this source.
What you do here
- See which CRM and messenger integrations are available based on your account setup.
- Toggle each integration on or off for this specific source. A source can use any combination, including none.
- Override inheritance: if the source is inheriting from a parent business, you’ll see the parent’s integration selection in read-only form. Turn on Override Default Settings at the top to pick a different selection for this source.
When each integration fires
Which events fire which integrations depends on how you’ve configured the other tabs — especially Contact Info:
- New lead arrives — integrations that listen for new leads fire.
- Phone number captured — fires CRM and/or messenger integrations if those toggles are on in the Contact Info tab’s phone section.
- Email captured — fires CRM and/or messenger integrations if those toggles are on in the Contact Info tab’s email section.
- Temp phone captured (Yelp only) — same pattern, controlled by the temp phone toggles in Contact Info.
- Other events — some integrations have their own per-integration triggers (specific keywords, status changes, etc.). See each integration’s page in the catalogue.
Available integrations
This is a quick reference — full setup instructions live in the catalogue:
CRM sub-tab
- HubSpot
- PipeDrive
- Salesforce
- LeadConnector (GoHighLevel) — card labeled LeadConnector
- HousecallPro
- Workiz
- monday.com
- SmartMoving
- Zapier
Messengers sub-tab
- SMS
- Slack
- Telegram
- LeadConnector Messaging Sync — card labeled LeadConnector Messaging Sync (formerly GoHighLevel Messenger)
Other sub-tab
Zapier recipes (not cards)
- Yelp Temp Phone via Zapier — uses the Zapier card on the CRM sub-tab; not a separate integration
For the full catalogue with setup steps, see Integrations.
How it behaves
- Per-source scope. Turning an integration on for one source has no effect on other sources. If you run two Yelp locations into two different CRMs, this is where you split them.
- Inheritance. Like the other Messaging Settings tabs, Integrations inherit from business → location unless you turn on Override Default Settings.
- No double-sends across sources. Each event fires the integrations selected on its source, not on every source.
- Disabling an integration here does not delete its setup. It stops firing for this source only; re-enable any time without reconfiguring.
Troubleshooting
- Integration I set up isn’t showing here: confirm it’s been added to your account in the Integrations catalogue. An integration must exist there before it can be toggled per source.
- Integration is on but nothing is happening: check the Contact Info tab — the CRM- and messenger-trigger toggles there decide whether contact-info events fire integrations. Also verify the integration’s own credentials aren’t expired in the catalogue page.
- Wrong CRM receiving the lead: you probably have the wrong integration toggled on this source. Override Default Settings on this source and pick the right one.
Questions? Email support@nzleads.com.