Integration Setup

Seedly CRM connects to your communication channels so you can manage all client interactions in one place. This page covers how to set up each integration.

All integrations are configured in Settings → Integrations.

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Overview

The integrations page is organized into sections:

Each integration card shows its current status - connected, not connected, or how many accounts are linked.

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Gmail

Connect your Gmail account to sync emails into the unified inbox and send emails directly from Seedly CRM.

Connecting

1. On the Connections tab, find the Gmail card
2. Click Connect
3. You are redirected to Google's sign-in page
4. Sign in and grant the requested permissions
5. You are returned to Seedly CRM with a confirmation message

After Connecting

• Emails sync automatically - incoming and outgoing messages appear in the conversation timeline for matching contacts
• You can connect multiple Gmail accounts
• To manage connections, click Manage on the Gmail card to see connected accounts, sync status, and options to disconnect or trigger a manual sync

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Facebook Messenger and Instagram

Connect your Facebook Pages and Instagram accounts to receive and respond to messages in the unified inbox.

Connecting

1. On the Connections tab, find the Facebook Messenger or Instagram card
2. Click Connect
3. You are redirected to Meta's authorization page
4. Sign in with your Facebook account
5. Select which Pages and Instagram accounts to connect
6. You are returned to Seedly CRM with a confirmation showing how many accounts were linked

After Connecting

• Incoming messages from Messenger and Instagram DMs appear in the conversation inbox automatically
• Reply directly from the inbox - responses are sent back through the original channel
• To manage connections, click Manage to see connected pages and accounts, or to disconnect

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Phone Numbers (SMS and Voice)

Purchase phone numbers directly from within Seedly CRM to send and receive SMS messages and voice calls.

Buying a Number

1. Go to the Phone & Voice section in integrations
2. Click Buy Number
3. Choose the provider, country, and type (local or toll-free)
4. Optionally filter by area code, region, or specific digits
5. Click Search to see available numbers with their capabilities (SMS, MMS, voice)
6. Click a number to purchase it

Managing Numbers

Each phone number appears as a card showing:

• The number and its status (active or inactive)
• Capabilities - SMS, MMS, and voice badges
• Location information

Click a number to open its settings, where you can:

• Set the usage type (SMS, voice, or both)
• Enable or disable call recording
• Release the number if it is no longer needed

SMS Compliance

If you are sending SMS in the United States, you may need to complete A2P 10DLC registration. A guided wizard walks you through the registration process - you provide your business information, use case details, and sample message content for review.

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Email Domains

To send emails from your own domain (instead of a shared sender), add and verify your domain.

Adding a Domain

1. Go to the Email section in integrations
2. Click Add Domain
3. Select your email provider
4. Enter your domain name
5. The system generates DNS records you need to add to your domain registrar

Verifying

After adding the DNS records at your registrar:

1. Return to the domain settings
2. Click Verify to check the records
3. Each record shows a checkmark when verified
4. Full verification may take a few minutes to propagate

Sending Rules

Once your domain is verified, configure which domain to use for each type of email:

You can assign the same domain to all types or use different domains for different purposes.

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Provider Credentials

Some integrations require API credentials from external providers. For each provider:

1. Find the provider card on the Connections tab
2. Click Connect
3. Enter the required credentials (these vary by provider)
4. Optionally click Test Connection to verify your credentials work before saving
5. Click Save

Your credentials are encrypted and stored securely. They can be updated at any time by clicking Manage on the provider card.

If your agency has already configured provider credentials at the agency or brand level, those are automatically available to your sub-account - you may not need to enter your own.

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Stripe (Payments)

Connect Stripe to accept online payments through invoices and booking pages.

1. Find the Stripe card on the Connections tab
2. Click Connect
3. Complete the Stripe onboarding flow
4. Once connected, the card shows your account status

After connecting, invoices you create can include a payment link that lets clients pay online.

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Webhooks

Send real-time event notifications to external systems whenever something happens in your sub-account.

Creating a Webhook

1. Go to the Webhooks section in integrations
2. Click Add Webhook
3. Enter the URL where events should be sent
4. Select which events to subscribe to (grouped by category - contacts, conversations, workflows, etc.)
5. Click Create

A signing secret is generated for your webhook. Use it to verify that incoming requests to your endpoint are genuine.

Monitoring

The Event Log tab shows recent webhook deliveries with status, timestamps, and response codes. Use this to troubleshoot failed deliveries.

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Summary