Manage Integrations

Setting up integrations are required for RocketLevel's dashboards to pull and sync data.

Make sure the client's credentials for the following apps are ready for you to connect the apps, as the clients are not able to access Admin.

Overview

After a client's site is created, the dashboards would be empty. To start pulling the data into it, you need to set up the integrations to the following third-party apps:

For Insight Hub dashboard:

  • Google

  • Birdeye

  • Callrail

  • Gravity Forms

For Sales Analytics dashboard:

  • Zoho CRM

Locate the Integrations tab

  1. Go to app.rocketlevel.com/admin

  2. Log in with your account

  3. Go to Client's Sites tab and click Actions > Edit This Site

  4. Click the Integrations tab

Learn More

Connect GoogleConnect BirdeyeConnect CallRailConnect Gravity FormsConnect Zoho CRM

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