Integrations

Bsynced CRM connects to a range of external services. All integration settings are per-workspace — each workspace has its own independent credentials.

Gmail OAuth 2.0

Connect a Google/Gmail account to use as the email sender and inbox for the workspace.

Steps: See Mail Setup for full instructions.

Settings stored: OAuth refresh token (encrypted), connected email address, sync status.

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IMAP / SMTP

Connect any email account using IMAP (receive) and SMTP (send) protocols.

Steps: See Mail Setup for full instructions.

Settings stored: IMAP host, port, encryption type; SMTP host, port, encryption type; username; password (AES-256 encrypted).

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WhatsApp Business API

Connect a WhatsApp Business API phone number to enable WhatsApp messaging.

Steps: See WhatsApp Setup for full instructions.

Settings stored: Phone Number ID, Business Account ID, access token, webhook verify token.

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Twilio (Calling)

Enable browser-based phone calling for your team.

Setup

1. Go to Settings → Integrations → Twilio.
2. Enter:
   • Account SID — found in your Twilio Console dashboard
   • Auth Token — found in your Twilio Console dashboard
   • Twilio Phone Number — a purchased Twilio number in E.164 format (e.g. +447700900000)
3. Click Test Connection.
4. Click Save.

Once connected, team members see a Call button on contact and lead cards.

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Slack

Receive CRM event notifications in a Slack channel.

Setup

1. Go to Settings → Integrations → Slack.
2. Click Connect to Slack.
3. Authorise the Slack app in your Slack workspace.
4. Select the channel to send notifications to.
5. Click Save.

Configuring Slack Notifications

After connecting, choose which events trigger a Slack notification:

• New lead created
• Deal moved to a specific stage
• Proposal accepted or declined
• Activity overdue
• New form submission

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Google Calendar

Required for the Booking Scheduler. See Booking Setup.

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Microsoft Outlook / Office 365

Required for Booking Scheduler calendar sync. See Booking Setup.

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reCAPTCHA

Protect your web forms from spam submissions.

Setup

1. Register your site at google.com/recaptcha.
2. Choose reCAPTCHA v3.
3. Add your CRM domain to the allowed domains list.
4. Copy the Site Key and Secret Key.
5. Go to Settings → Integrations → reCAPTCHA.
6. Paste both keys and save.
7. Enable reCAPTCHA on individual forms in the Web Forms builder (Form Settings → Enable CAPTCHA).

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Zoom

Integrate Zoom for automatic meeting link generation in the Booking Scheduler.

Setup

1. Go to Settings → Integrations → Zoom.
2. Click Connect Zoom Account.
3. Authorise access in the Zoom OAuth screen.
4. Once connected, select Zoom as the location type in your Meeting Types.

Credential isolation

All integration credentials are stored per-workspace and encrypted at rest. No workspace can access another workspace's API keys or tokens. If you are a platform Admin, you can audit which workspaces have active integrations from the Admin Panel.