3 min read
Connect your email, calendar, and lead sources
Connect Google for your calendar and email, Facebook Lead Ads for new leads, and your social accounts for posting.
Integrations are the wiring that lets CloseBoss sit inside your existing workflow: appointments land on your own calendar, client email goes from your own address, and new leads flow through AI follow-up without you forwarding anything.
Step by step
Open Settings → Channels.
Connect Google — appointments, inspections, and closings are added to your Google Calendar, and client email sends from your Gmail address. Microsoft 365 / Outlook is coming soon.
Connect Facebook Lead Ads so ad leads land in your Lead Queue. Zillow and Realtor.com connectors are coming soon — until then, import those leads by CSV.
Test it: submit a sample lead form. The lead should land in your Lead Queue within 30 seconds.
Social accounts — Facebook, Instagram, LinkedIn, Threads, Pinterest, TikTok, and YouTube — connect from Generate Leads → Connect accounts.
Need help with something else? Browse all guides or email support.
