CRM
Connect integrations
Connect your calendar, bulk email, Stripe, and knowledge base so your CRM works end to end.
Your CRM is most powerful when it's wired to the tools you already use. Calendar, bulk email, and Stripe are connected in CRM Settings. Your personal mailbox connects in your Noli dashboard or in the CRM's first-run setup.
Your personal mailbox connects over IMAP and SMTP with an app password rather than a sign-in prompt. Gmail, Outlook, Yahoo, and iCloud all connect the same way. Connect it in your Noli dashboard (in the CRM, Connect email under Settings, Email account, takes you there) or during the CRM's first-run setup. Both walk you through getting an app password. Once connected, your messages appear in your dashboard inbox and sends go from your address.
Customer Service can also have its own separate support mailbox, connected on the Accounts tab in Customer Service. See Connect your support channels.
Bulk email
Marketing blasts and sequences are best sent through a separate bulk-email service. In CRM Settings, under Bulk Email (ESP), pick Resend, SendGrid, Mailgun, or Amazon SES, paste your own API key, set your sending domain, and click Connect ESP. Then add at least one address under Sender Addresses, which becomes your default from-address. Until a bulk-email service is connected, marketing email goes out from your connected mailbox.
Calendar
Connect Google Calendar in CRM Settings, under Calendar, so your real availability is respected on booking pages and your connected events show up in your CRM calendar. The same section gives you a calendar feed link, though that feed currently needs you signed in, so other calendar apps cannot refresh it on their own yet.
Payments
Connect Stripe in CRM Settings, under Payments (Stripe), to sell products and collect payments. See Accept payments with Stripe.
Knowledge base and the rest of your team
Your Noli AI team works together out of the box, no API keys to paste. Your CRM links to your knowledge base and works with your marketing system automatically. For the full picture, see How your team connects.
Other tools
Use the Webhook action in automations to send data to outside tools like Zapier when an automation runs. Paste the public web address the other tool gives you, and the CRM posts the event details to it. Each request is signed with your business's secret so the other tool can confirm it came from your CRM. Create the secret in the Webhook step and copy it right away, because it is shown only once.