Integrations
Connecting CrmLeaf to payment gateways, accounting systems, messaging, email, meetings, document signing, storage and automation platforms.
INT-01Understanding IntegrationsAll editions. Some integrations are core (for example payment gateways and Google Calendar), but most are paid add-on modules that an Administrator must enable for your account before their settings appear.INT-02Configure Payment GatewaysAll editions. Core feature — no add-on required. Gateway credentials are held per company, so each account uses its own merchant account.INT-03Connect QuickBooks Online to CrmLeafAll editions. Requires the QuickBooksIntegration add-on module to be enabled for your account by an Administrator. Confirm the module is included in your plan.INT-04Connect Tally to CrmLeafAll editions. Requires the TallyIntegration add-on module to be enabled for your account by an Administrator. Designed for India GST-aware accounting. Confirm the module is included in your plan.INT-05Configure E-InvoicingAll editions. Requires the EInvoice add-on module to be enabled for your account by an Administrator. Configuration exists at both per-company and global level. Confirm the module is included in your plan.INT-06Configure WhatsApp and SMSAll editions. Requires the Sms add-on module to be enabled for your account by an Administrator. Confirm the module is included in your plan.INT-07Connect Gmail or Outlook for CRM EmailAll editions. Requires the CrmEmailIntegration add-on module to be enabled for your account by an Administrator. Confirm the module is included in your plan.INT-08Schedule Meetings with the Meeting SchedulerAll editions. Requires the MeetingScheduler add-on module, enabled by an Administrator. This module folds in and replaces the older, separate Zoom and Calendly integrations previously described on this page —…INT-09Connect Fireflies for Meeting TranscriptsAll editions. Requires the FirefliesIntegration add-on module to be enabled for your account by an Administrator. Confirm the module is included in your plan.INT-10Connect DocuSign for E-SignaturesAll editions. Requires the DocuSignIntegration add-on module to be enabled for your account by an Administrator. Confirm the module is included in your plan.INT-11Connect Google Drive and OneDriveAll editions. Requires the DriveIntegration add-on module to be enabled for your account by an Administrator. Confirm the module is included in your plan.INT-12Capture Leads from Meta Lead AdsAll editions. Requires the FBMetaAdsWebhook add-on module to be enabled for your account by an Administrator. Confirm the module is included in your plan.INT-13Connect Zapier and Configure WebhooksAll editions. Requires the ZapierIntegration add-on module for Zapier, and the Webhooks add-on module for the webhook engine. An Administrator must enable each one. Confirm plan inclusion.INT-14Automate Records with Workflow AutomationAll editions. Requires the WorkflowAutomation add-on module. It ships off — an Administrator must enable it, and per-plan caps limit how many rules an account can run and how large each rule can be.INT-15Automate the Quote-to-Cash Hand-offsNewAll editions. Requires the WorkflowAutomation add-on module, which ships off. An Administrator must enable it, and per-plan caps limit the number of rules and the size of each rule.
WFA-01Get Started with Workflow AutomationNewAll editions. Requires the Workflow Automation add-on for your company. CrmLeaf support must also switch automations on for your account; until then you can build rules but they do not run.WFA-02Start from a Workflow Automation TemplateNewAll editions. Requires the Workflow Automation add-on and the permission to add automations.WFA-03Build an Automation Rule from ScratchNewAll editions. Requires the Workflow Automation add-on and the permission to add automations. Actions are covered separately in How to Configure Automation Actions.WFA-04Configure Automation ActionsNewAll editions. Requires the Workflow Automation add-on. Which actions are offered depends on the record type and on which actions are switched on for your account.WFA-05Turn Automations On and Off, and Delete ThemNewAll editions. Requires the Workflow Automation add-on. Switching on and off needs the update permission; deleting needs the delete permission.WFA-06Read the Automation Activity LogNewAll editions. Requires the Workflow Automation add-on and the permission to view automations.WFA-07Workflow Automation Limits, Safety Nets and TroubleshootingNewAll editions. Requires the Workflow Automation add-on. Your plan sets how many active rules, conditions and actions you can have.WFA-08Who Can See and Change AutomationsNewAll editions. Requires the Workflow Automation add-on. Permissions are set in the same place as the rest of your roles.WFA-09Workflow Automation ExamplesNewAll editions. Requires the Workflow Automation add-on, with the actions each example uses switched on for your account.
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