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App Settings Overview

What are App Settings?​

Your App Settings allow you to configure how your account behaves behind the scenes. These settings influence workflows, integrations, data capture, and lead management—making it easier to scale your operations efficiently.

This section includes tools for automating actions, connecting third-party platforms, customizing CRM fields, and scoring leads based on behavior and fit.

Table of Contents​

Automations​

Use the Automations tool to set up rules that automatically trigger actions when certain events occur.

Automations you might want to trigger:

  • Send a follow-up email when a form is submitted
  • Create a task when a new lead is added
  • Assign contacts to a specific stage based on their actions

Each automation includes:

  • Trigger (e.g., form submission, stage change)
  • Conditions (optional filters)
  • Actions (e.g., email, task, CRM update)

Automations help streamline routine tasks and improve response times without manual input.

You can also navigate directly to your automations by selecting the Automations tab on the Business App side bar.

Connections​

The Connections section allows you to link your account to external services. These integrations enable data syncing, performance tracking, and automation across platforms.

Common connections include:

  • Google Business Profile
  • Google Ads and Analytics
  • Meta (Facebook/Instagram)
  • Email providers
  • Form builders and scheduling tools

Once connected, Business App can pull data from these sources to enhance reporting, listings, and communication tools.

CRM Fields​

In CRM Fields, you can define what data is collected and displayed in your contact and company records.

You can:

  • Add custom fields (text, dropdown, date, etc.)
  • Organize fields into sections
  • Set which fields are required or optional
  • Manage visibility for each field

This lets you tailor the CRM to match your sales process or customer lifecycle.

Score​

The Score feature allows you to assign points to leads or customers based on behaviors and attributes.

Scoring can include criteria such as:

  • Location
  • Phone number and email
  • Email engagement
  • Last activity date

You can use scoring to:

  • Prioritize leads
  • Qualify contacts for follow-up
  • Trigger automations based on readiness

Scoring helps your team focus on the contacts that are most likely to convert.