Integrations

What can I manage in Integrations?

The Integrations section allows you to link third-party tools directly to your app. These integrations bring your most important business data into one place and allow services across your app to work together.

By connecting platforms like Google, Facebook, and others, you can:

• Sync location, lead, or campaign data
• Power reporting tools like the Executive Report and Marketing Funnel
• Enable automations and trigger workflows
• Improve communication and scheduling with customers

Integrations are shared across most activated products.

Why are integrations important?

When your tools are connected, your app can use real data to show what's working. Integrations help you track marketing performance and trigger smart actions, such as sending review requests or appointment reminders.

Connecting accounts also reduces manual work by automatically syncing data between systems, improving the accuracy and efficiency of your daily operations.

What is included?

The Integrations page shows every integration in one list. A Needs attention section comes first if any connections need fixing, followed by MCP servers, then one section for each integration category. Each section shows six integrations at a time, connected ones first, with a Show all option to see the rest.

Common integrations include:

Google and Meta platforms

• Google Business Profile – Syncs location details and visibility metrics
• Google Analytics – Tracks site activity and marketing performance
• Google Search Console – Adds search insights
• Facebook – For reporting and automation

Scheduling and service tools

• Housecall Pro – Syncs job scheduling and service activity
• Jobber – Connects field service workflows
• Gingr, PetExec, Pet Resort Pro, Paw Partner – Connect customer and service data for pet-related businesses

CRM tools

• HubSpot – Two-way sync for Contacts and Companies between HubSpot and Business App

Finance and productivity tools

• QuickBooks Online / Personal – Syncs invoices, transactions, and billing data
• Zapier – Connects and automates workflows with thousands of apps

How to browse and add new integrations

1. Go to Administration in your side bar.
2. Select Integrations.
3. Find the integration you want by scrolling through its category section, selecting a Category filter, or searching by name.
4. Hover or focus on the integration's row and select Connect. A green check mark shows once it's connected.
5. Follow the steps to authorize your account.

Each integration has its own required steps to connect. Once connected, data will begin syncing automatically into your app (some integrations will take up to 48 hours to sync).

Connecting more than one account

You can connect more than one account to the same integration — for example, two Gmail inboxes or two Shopify stores. Working accounts share one row, shown as a name with a count of how many more are connected (for example, "amanda@… +2 more"). On a connected row, select Add to connect another account, up to the integration's limit. If none of your existing accounts work for the new connection, a separate Connect row appears instead.

Filters and search

Use the Category filter to narrow the list to one category, the Connected filter to show only integrations you've already connected, or the Mine filter to show only the connections you made yourself. Search looks at integration names, descriptions, and category names.

Your chosen filters and categories stay in the page link, so you can copy and share that view. Going back from an integration's page returns you to the same filtered view you started from.

On a phone, categories open in a bottom sheet, and search expands from an icon.

Connecting a public MCP server

You can connect any tool that has a public MCP server to Business App. Add the server's URL, sign in, and give its capabilities to your AI Employees — no need to wait for a native integration to be built.

1. Go to Administration > Integrations.
2. Select Connect MCP in the MCP servers section.
3. Enter the public MCP URL.
4. Give the integration a name.
5. Choose how to sign in: API key or OAuth.
6. Enter the API key, or sign in and approve access if you chose OAuth.

Your new integration appears as its own card on the Integrations page, alongside your other connections.

Using the connection with an AI Employee

1. Go to AI Employee and open the AI Employee you want to configure.
2. Add the capability from the MCP integration you just connected.
3. Save. You can now chat with the AI Employee and it will use that capability.

Only public MCP URLs work — private or local servers aren't supported. Tool quality depends on the third-party MCP server; Business App doesn't control or support external servers.

Types of integrations

Your app supports three different methods of connecting external platforms. Each method serves a different use case depending on how the integration is built, who manages it, and how it’s authenticated. Understanding these types will help you navigate set up for the connection you are working with.

Integration Type	Best For	Setup Method
Vendor-Managed	Prebuilt connections	Log in and connect
SSO-Based	Secure logins and synced data	Single sign-on authorization
API-Key Based	Custom or advanced external connections	Generate and use API credentials

Within each specific app (after you select Add Connection) you are prompted with special instructions on how to navigate and set up the connection.

How to manage or disconnect integrations

1. From the Integrations page, turn on the Connected filter to see only what you've connected, or the Mine filter to see only the connections you made yourself.
2. Select an integration to see its connected accounts, including who connected each one.
3. From there, you can:
   • Reconnect an account if authorization has expired
   • Disconnect the platform

If a connection is broken, it shows up in Needs attention at the top of the page and on its own row, with Reconnect or Resume and the reason, right on the row.

What data gets synced

Each integration sends specific data to your app, depending on its purpose. For example:

• Lead forms from Facebook
• Website performance from Google Analytics
• Search visibility from Google Business Profile
• Customer and job data from Housecall Pro or Jobber
• Contacts and Companies from HubSpot (two-way sync: changes in either system update the other within minutes)
• Financial records from QuickBooks

Quick access

You can access the Integrations page directly from Administration > Integrations.

Connecting your accounts early is one of the most important steps you can take to start seeing value in Business App. The metrics pulled in through Integrations power analytics in the Executive Report and Marketing Funnel.

Frequently Asked Questions (FAQs)

What does the HubSpot integration sync?

The HubSpot integration keeps Contacts and Companies in sync between HubSpot and Business App. Any updates made in one platform automatically appear in the other within minutes.

How do I connect HubSpot?

Go to Administration → Integrations, find HubSpot, and click Add Connection. Choose your sync options, then authorize the connection using your HubSpot account. If you only have one HubSpot account available, it's selected automatically.

Will deleting a record in HubSpot delete it in Business App?

No. Deletions in one system do not automatically remove records in the other.

How do I reconnect an integration that has expired?

Look in Needs attention at the top of Administration > Integrations and select Reconnect or Resume on the integration's row, then follow the prompts to reauthorize.

Can I disconnect an integration without losing data?

Yes. Disconnecting stops future syncing but does not delete historical data already imported into your app.

Where did the Manage tab go?

Everything is on one page now. Turn on the Connected filter to see only what you've connected, or the Mine filter to see only the connections you made yourself.

Can I connect two Gmail (or Outlook, or Shopify) accounts?

Yes. Select Add on the integration's row. Each integration has its own limit on how many accounts it allows.

I connected a second account before and it wasn't on the list. Is it lost?

No. Those accounts were always connected; the integration's row now shows them, and they'll appear in Needs attention if they need fixing.

Can I send someone a link to just the CRM integrations?

Yes. Pick the category and any other filters you want, then copy the page link. Whoever opens it sees the same view.

Can I connect a private or local MCP server?

No. Only public MCP URLs work with Connect MCP.

Can I give an MCP server's capability to any AI Employee?

Yes. Once a public MCP server is connected, you can add its capability to any AI Employee.

The page says connections couldn't load. What do I do?

Select Retry. While connections can't load, the page hides the Connected and Mine filters and doesn't show Connect buttons, so you won't see a false "not connected" state.