These integrations are useful when agencies want automation without building a custom system. Instead of forcing customers into a new workflow, you let the platform plug into tools they already use.
That makes adoption easier and reduces the amount of training required.
Google Sheets
#Set up Google Sheets from Connect -> Integrations -> Automations -> Google Sheets. Choose the campaign, connect the spreadsheet, map the columns, test the flow, and enable sync.
Steps and details
- Best when contacts are already being tracked in a spreadsheet
- Useful for small teams, field teams, or operational staff
- Can write back data to the sheet depending on setup
Google Sheets and Google Calendar automations are currently available only inside your agency account while we complete Google's OAuth review. Reach them by opening a customer account (Business -> Customers -> Manage Customers -> Open dashboard, or the Customer tab if your sidebar shows it) and going to Connect -> Integrations -> Automations: your customers do not see them. Once Google approves the connection (we'll announce it in the changelog), the automations appear on the customer side and access is controlled per plan under custom plans.
Google Calendar
#Calendar automation is ideal for appointment-based businesses. Connect the calendar, decide when invites should go out after the appointment, add filters, and test with a dry run before going live.
Steps and details
- Great for dental, medical, home services, and consultative appointments
- Can skip internal domains, short events, or all-day events
Google Sheets and Google Calendar automations are currently available only inside your agency account while we complete Google's OAuth review. Reach them by opening a customer account (Business -> Customers -> Manage Customers -> Open dashboard, or the Customer tab if your sidebar shows it) and going to Connect -> Integrations -> Automations: your customers do not see them. Once Google approves the connection (we'll announce it in the changelog), the automations appear on the customer side and access is controlled per plan under custom plans.
Zapier
#Send data INTO EmbedMyReviews: the Zapier preset at Connect -> Integrations -> Automations mints an inbound webhook on your own domain. In your Zap, add a Webhooks by Zapier action (POST, payload type json), paste the endpoint URL, map name, email, phone and the appointment or order date, and run the test step. Webhooks by Zapier requires a paid Zapier plan. The same engine powers the Make, n8n and Pabbly Connect presets and the generic Webhooks card. Full setup, field mapping and timing rules are in the Review Request Automations guide.
Steps and details
Send data OUT of EmbedMyReviews: the Zapier app at Platform -> AI & Automation -> Integrations pushes new reviews, private feedback and Sales Intelligence leads into thousands of other apps (also beta; join via the invite link on that page). Slack alerts for new reviews use the outbound app.
This automation is managed from your agency account only. Reach it by opening a customer account (Business -> Customers -> Manage Customers -> Open dashboard, or the Customer tab if your sidebar shows it) and going to Connect -> Integrations -> Automations. It is not visible to customers, and View as customer cannot reach it.
A simple decision rule
#Use a native automation first when the customer runs on Calendly, HubSpot, HighLevel, Stripe, Square, WooCommerce or Shopify
Steps and details
- Use Google Sheets when the workflow already lives in a sheet
- Use Google Calendar when the business runs on booked appointments
- Use Zapier, Make, n8n or Pabbly Connect when the trigger starts in another app or when you need cross-platform flexibility