Docs

Connect your tools

Give Eric read-only access to the tools your business already uses.

• How connecting tools worksWhere you connect tools, what read-only means, who can connect, and how to fix, disconnect or reconnect a tool.
• HighLevelConnect a HighLevel sub-account so Eric can follow your leads and deals, choose the right sub-account, and fix the usual problems.
• HubSpotConnect HubSpot so Eric can follow leads past your form and see which become deals.
• SalesforceConnect Salesforce so Eric can follow leads and opportunities after the form.
• StripeConnect Stripe so Eric measures real sales and refunds, not just clicks.
• Shopify app and ordersInstall Eric's Shopify app to add the tracking code to your store and count your orders.
• Send me a webhookSend sales from your own checkout to a private address so Eric can count them.
• Google AnalyticsConnect Google Analytics so Eric checks his numbers against Google's every day.
• Google Search ConsoleConnect Search Console so Eric sees what people search for before they reach your site.
• Google AdsConnect Google Ads so Eric can set what you spend next to what happens on your site.
• Meta AdsConnect Meta Ads so Eric can tell you which Facebook and Instagram ads bring customers.
• CalendlyConnect Calendly so Eric counts booked calls as results and sees which ones cancel.