Connections (Integrations) Overview

What Can I Manage in Connections?

The Connections 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

Connections are shared across most activated products.

Why Are Connections 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—like 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.

Table of Contents

• What You Can Connect
• How to Browse and Add New Integrations
• How to Manage or Disconnect Integrations
• What Data Gets Synced
• Frequently Asked Questions (FAQs)

What is Included?

The Browse tab in the Connections section displays available integrations. You can search for or scroll through a list of platforms to connect.

Common integrations include:

Google and Meta

• 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, PawLoyalty – Connect customer and service data for pet-related businesses

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 Connections.
3. Click the Browse tab.
4. Use the search bar or scroll through available integrations.
5. Click the integration tile.
6. Follow the steps to authorize your account.

Each integration has it's own required steps to connect. You can find these detailed set up steps outlined in each integration card once you click the Browse tab and click on a specific integration. Once connected, data will begin syncing automatically into your app (some integrations will take up to 48 hours to sync).

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 press Connect) you will be prompted with special instructions on how to nagivate and set up the connection.

How to Manage or Disconnect Integrations

1. From the Connections section, select the Manage tab.
2. View the list of active integrations and their connection status.
3. Click any integration to:
   • See connected accounts
   • Reconnect if authorization has expired
   • Disconnect the platform

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
• Financial records from QuickBooks

Frequently Asked Questions (FAQs)

Do I have to connect everything right away?
No, but connecting key platforms early helps you get value faster from reports and automation tools.

Are connections shared across my products?
Yes. Integrations and synced data is shared across (most) products.

Why is one of my integrations disconnected?
This may happen if permissions are removed or login credentials change. Reconnect to restore data syncing.

Where does the integration data appear?
In the Executive Report, Marketing Funnel, and any features connected to that service.

Are there setup guides for individual integrations?
Yes. Click any integration in the Browse tab to view detailed instructions.

Will disconnecting an integration remove my data?
No, but it will stop new data from syncing. Reports and tools will retain past data until updated.