In the left sidebar menu, you'll find the Integrations module in Zenvia Conversion. Here, you can view, install, and configure integrations and applications, such as CRM, ERPs, lead providers, sales websites, and communication channels like WhatsApp, Facebook, Instagram, and Webchat.

Let's say you have a store on Mercado Libre. By integrating your account with Zenvia Conversion, you can extract customer data and respond to questions about listings all in one place.

Through Zapier, for example, you can also add other integrations to Zenvia Conversion. This way, you can increase the efficiency and speed of your work.

Get more information about Integrations in this article.

Features

On the Integrations screen, you can view installed integrations by groups. To search for specific integrations, use the search bar. For a customized view, use the Types and/or Status filters.

Type Filter:

• CRM
• Lead provider
• Sales websites
• Email lead sources
• Manual load

Status Filter:

• Without problems (OK): application installed correctly;
• With problems (Error): integration has installation issues;
• Pending (Waiting for first execution): installed and configured correctly, but no leads have been received yet;
• Turned off (Disabled): application deactivated;
• Missing information (Missing information): incomplete integration configuration.

How to Install Applications

If you're new here and don't have any applications installed, or if you want to install a new integration, follow the instructions below:

1. Click on the + button, located in the bottom right corner.

2. Choose from the most popular integrations or use the search bar to find the desired application.

3. Select a group to assign the application to.

4. Click on Install.

Done! Now you can perform the settings for this application to connect it to your account in Zenvia Conversion.

After installation, perform advanced configurations.

Email Lead Sources

If you have a form on your website, or receive leads from a platform where contact information arrives via email, integrate as follows:

1. In the Integrations module, click on the Email lead sources integration and choose the desired option to be automatically generated along with an email:

• Others
• Website
• Landing page
• Classifieds

2. Give your integration a unique name so you can differentiate it from others.

3. Copy the email that appears on the settings screen of your integration and register it in your form or platform to link your leads to this specific email.

4. Assign the integration to a group with at least one available user.

5. Click on Advanced settings to choose a distribution rule. If there isn't one, leads will be distributed according to the group rule you chose.

This integration supports the following email formats:

• Platform emails (Marketplaces, Lead Generation, etc.)
• Emails with the standard Zenvia Conversion format
• Customized emails for each company (Available only for Pro Plans)

How to Uninstall Applications

If you stop working with any of the integrated platforms, you can disable or delete them.

To disable an integration, click on it and then on the switch button to turn it off. The integration will remain created and all information saved, but it will be disabled until you turn it on again.

To delete an integration, click on it and at the end of the page, click on Delete App. All application information will be deleted, but leads already generated will remain in your database without changes.

How to Configure Installed Applications in Integrations

Users with an Administrator profile can configure their installed applications in the Integrations module in Zenvia Conversion by clicking on the desired application for settings.

In the advanced settings of the applications, you define the assignment of contacts to a specific group or user, synchronization options, and other specific configurations.

By default, you can also add notes, change the integration name, activate, and deactivate it.

During the integration process, our team will assist you in making your integrations, but whenever you have any questions, just contact our support team.