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Connections

Connect your other apps

Where to connect each outside service, and what each one does.

Where to find it: Menu → Integrations (and Settings → Connect your accounts) For everyone 3 min

The steps at a glance

1Open Integrations2Lead sources3Your own sendingaccounts4Everything else
Step 1 of 4
  1. In the menu on the left, tap Integrations. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/integrationsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesIntegrationsSearch ⌘KMenuWebsiteAutomationsEmail MarketingTeam & HRIntegrationsSettingsGuides
  2. Facebook & Instagram lead ads and Google Ads send new leads straight in. WhatsApp Business lets you reply from your number.

    companyflowhq.com/integrationsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesIntegrationsSearch ⌘KFacebook & Instagram lead adsConnect FacebookWhatsApp BusinessConnect WhatsAppGoogle AdsIntegrationsFacebook & Instagram lead adsConnect FacebookWhatsApp BusinessConnect WhatsAppGoogle Ads
  3. Email (Resend), text messages (Twilio) and advanced WhatsApp live in Settings → Connect your accounts.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KEmailvia ResendText messagesvia TwilioWhatsAppvia Meta WhatsApp BusinessSettingsEmailvia ResendText messagesvia TwilioWhatsAppvia Meta WhatsApp Business
  4. Mailboxes: Mail. Social accounts: Social → Accounts. Google Analytics: Website → Google Analytics. Google reviews: Reviews. Calendars: Bookings & Sales → Connections. Zapier and API: Settings → Developers and API.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KMailSocialWebsiteReviewsSettingsMailSocialWebsiteReviews

✅ How do I know it worked?

  • Live connections at the top of Integrations counts what's connected.

⚠️ Common mistakes

Problem“Only the workspace owner or an admin can connect accounts.”FixAsk an owner or admin.
Problem“Not switched on for this site yet”.FixThe CompanyFlowHQ team is finishing that provider's approval. Nothing for you to do.

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