Manage Integrations
Last updated
Last updated
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.
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:
Birdeye
Callrail
Gravity Forms
For Sales Analytics dashboard:
Zoho CRM
Log in with your account
Go to Client's Sites tab and click Actions > Edit This Site
Click the Integrations tab