Connect Brixi to the Tools Your Team Already Uses
Integrations bring leads, conversations, and customer activity into Brixi from the channels your team already runs on. An admin connects a source once; after that, sales teams see the data inside Contacts, Inbox, Campaigns, Workflows, Reports, and the mobile app — nothing gets copied between systems by hand.
Entry pointAutomation → Integrations
Integration Areas
| Area | What it does in Brixi | Typical owner |
|---|---|---|
| Connect Your Apps | Sync Gmail, Google Calendar, Contacts, and Meet for the individual user. | Individual user |
| Lead Providers | Create contacts from partner portals and listing sites. | Admin or sales ops |
| Communication | Send email and SMS from approved sender identities. | Admin or individual user |
| Social & Ads | Sync Facebook, Instagram, WhatsApp, LinkedIn lead forms, and Google Ads. | Marketing admin |
| CRM | Connect Zoho or Salesforce when teams migrate, mirror, or coordinate records. | Account admin |
| Website & Forms | Capture leads from custom forms, landing pages, and Google Forms. | Admin or sales ops |
Recommended Setup Order
- Connect lead capture first so new enquiries enter Brixi.
- Connect communication senders next: WhatsApp, email, and SMS.
- Connect ad and social sources so source attribution is accurate.
- Connect CRM apps only after you decide record ownership and duplicate rules.
- Review reports after each connection instead of connecting everything at once.
Install, Reconnect, and Uninstall Apps
Open Integrations from the main navigation. Use View all, Active, and Inactive views, search, and the category chips to find an app.
- Install — open the app card, select Install or the setup action, complete the external authorization, then select the pages, forms, senders, or accounts that should sync and save. Send a test lead, message, or email.
- Reconnect — when an app shows a failed status or an external token changed, open the app settings, choose the reconnect/authorize action, sign in with the account that owns the assets, and send a test record.
- Uninstall — only when the team no longer needs new data from that source. Review which workflows, campaigns, or lead sources depend on it, pause them if needed, then uninstall. Historical records remain subject to normal permissions and retention.
If you cannot see Install, Settings, Reconnect, or Uninstall, ask your account admin to check your role.
What Sales Users See
Sales users usually do not manage integrations directly. They see the result in daily work:
- A contact source such as Facebook, Google Ad, WhatsApp, Housing, or a website form.
- Inbox conversations from enabled channels.
- WhatsApp, SMS, or email actions on contact and deal pages.
- Automatically created tasks, notes, messages, or assignments from workflows.
- Mobile notifications when a synced lead is assigned or available to claim.
What Managers Should Check
After a channel is connected, confirm three things:
- Leads arrive with enough information to qualify them.
- Ownership rules assign leads to the correct users or groups.
- Reports show the channel separately, so source quality can be compared.
Monitoring Connected Channels
Review connected channels regularly to confirm they create the right business outcomes:
- Lead volume by source — is each connected channel producing the expected number of leads?
- Source quality — compare calls, meetings, and deals by source, not just raw lead counts.
- Sync health — watch for sources that suddenly stop sending, or duplicates appearing.
- Communication delivery — check failed or undelivered messages for connected senders.
If data looks wrong, check account access, connection status, filters, and recent changes to the external tool. Contact support if data is still missing or duplicated after reconnecting.
Permission Notes
- Installing or uninstalling connectors is usually an admin action.
- Some integrations require the external account owner to approve access.
- A personal email app represents one user's mailbox, while account-level senders can be used by workflows and campaigns.
- Users only see records and reports allowed by their Brixi role and team permissions.
Troubleshooting
Most problems on this page are role problems: if you can't see Install, Manage, Reconnect, or Uninstall on a card, your account admin needs to adjust your access — support can't. The admin is also the right first stop when a channel's leads stop arriving, since they can check connection status and recent changes on the external account.
Contact Brixi support when a source is connected and active but data is still missing or duplicated after a reconnect and a test record. Name the integration, when the data stopped or duplicated, and one example record that should have arrived.