Skip to main content

Settings (Integrations)

Works on:📸 Instagram🎓 Skool

The Settings dashboard is your hub for integrating with Google Workspace, your CRM, and AI tools.

[!NOTE] Video Tutorial Coming Soon

Google Sheets Integrations​

You can automatically push your lead data directly to Google Sheets, eliminating manual data entry.

  1. Facebook & Instagram to Google Sheets
    • Click Sign in With Google to authorize the connection.
    • Enter your specific Google Sheet Link and choose a specific worksheet.
    • Set up Automations (e.g., "Push every new lead in your Google Sheet").
  2. Group Organizer to Google Sheets
    • Connect a sheet to automatically export group member data (answers to membership questions, emails) when you approve them.

Additional Integrations​

  1. Google Calendar Connection
    • Click Sign in With Google.
    • Enable the automation to sync the reminders you set in the CRM directly to your daily agenda.
  2. GoHighLevel (GHL) Connection
    • Enter your Go High Level API Key and hit Connect.
    • Turn on the automation toggle to push new leads to your GHL account.
  3. AI Connection
    • Once your OpenAI API key is configured, toggle the automation switch here ("Make AI enabled Messenger step sequence") to allow the AI to participate in broader automated workflows.

Next Steps: Now explore what happens inside the actual Messenger chat window with the Native CRM Overlay.