Connect every tool
in 5 minutes or less.

1. Twilio

What it powers: outbound SMS, MMS, voice (Power Dialer), call recording, voicemail drops, transcription, branded SMS (managed A2P), and Zay Phone — managed phone numbers we provision under your own Twilio sub-account so the billing is on your card, not ours.

Tier: Growth ($400/mo) and up. Trial gets a 14-day preview.

Setup

1. Sign up: twilio.com/try-twilio — verify email + phone.
2. From the Twilio Console homepage, copy your Account SID (starts with AC...) and Auth Token.
3. If you're on Growth+, skip the "buy a number" step — Zay CRM provisions numbers automatically when you go to Add-Ons → Phone. Only buy a Twilio number manually if you're on Starter or already have one you want to keep.
4. In Zay CRM: Settings → Integrations → Twilio → Paste keys. Account SID + Auth Token + (optional) E.164 phone number. Click Save & test.

Pitfalls

• "Authentication Error - invalid username" — Auth Token regenerated since you copied. Re-copy.
• "Phone number not capable" — your Twilio number must support both SMS and Voice. Check capabilities in Twilio Console.
• A2P 10DLC — required for high-volume US SMS. Zay CRM handles registration if you're on Branded SMS; otherwise register at Twilio Console → Messaging → Compliance.

2. Resend

What it powers: transactional emails — invites, password resets, 2FA codes, magic links, contract sign requests, invoice notifications, drip campaigns.

Tier: all paid tiers. Tenants below Growth use the platform Resend with a <your-brand> <hello@zayrev.com> envelope; Growth+ can BYO key for full domain control.

Setup

1. Sign up: resend.com/signup — verify email.
2. Resend Dashboard → Domains → Add Domain → enter your domain (e.g. yourcompany.com; NOT a Gmail address). Resend gives you 3 DNS records (SPF, DKIM, DMARC) — add them at your registrar (Cloudflare, GoDaddy, Namecheap). Wait ~10 min, click Verify DNS records. Don't skip this — without verification your emails go to spam.
3. Resend Dashboard → API Keys → Create API Key. Name Zay CRM, permission Sending access (least-privilege), pick the verified domain. Copy the key (re_…) — only shown once.
4. In Zay CRM: Settings → Integrations → Resend → Connect. API key + From address (must end in your verified domain) + (optional) Reply-to. Click Send test email.

Pitfalls

• "Domain not verified" — DNS hasn't propagated. Wait 10 min, retry.
• "From address doesn't match domain" — your from must end in @yourcompany.com, not @gmail.com.
• DMARC failures — DMARC TXT record must be at _dmarc.yourcompany.com. Resend's setup screen shows the exact record.

3. Google (Gmail · Calendar · Meet · Drive · Business Profile)

Single OAuth, multiple capabilities. Click Connect once, grant all scopes — every Google surface lights up.

What it powers:

• Gmail — read inbox, send mail, threading, labels, attachments. Per-user; each rep connects their own Gmail.
• Calendar — read busy/free, create meetings, attach Meet links.
• Meet — auto-generate meeting URLs for scheduled calls.
• Drive — browse + upload + link client files.
• Business Profile — read reviews, post replies, push GBP posts, manage Q&A.

Tier: Gmail/Calendar/Meet/Drive — all tiers. GBP — Growth+.

Setup

1. In Zay CRM: Settings → Integrations → Google → Sign in with Google.
2. Pick your work Google account. On the consent screen, tick every box — Zay CRM only requests the minimum scopes for the features you'll use, and missing scopes = features silently disabled.
3. Verify: open the Meetings tab — header should say Connected as your-email. Open Files — your Drive should appear.

Pitfalls

• "This app is unverified" — Zay CRM is in Google's verified-publisher list. If you see this banner, click Advanced → Go to Zay CRM (unsafe). The "unsafe" copy is Google's default for any third-party app — it's safe.
• "Invalid redirect URI" — your browser is blocking third-party cookies. Try in an incognito window.
• Calendar shows "not connected" — Calendar scope wasn't granted. Disconnect and reconnect, ticking ALL boxes.

4. Microsoft 365

What it powers: Outlook inbox + Outlook Calendar + Teams meetings + OneDrive (read-only file picker).

Tier: Growth, Pro, Enterprise.

Setup

1. Settings → Integrations → Microsoft 365 → Sign in with Microsoft.
2. Pick the work account. Click Accept on the consent screen.

Pitfalls

• "Need admin approval" — your Microsoft tenant has admin-consent enforced. Forward the admin-consent link to IT, or have IT pre-approve Zay CRM in Azure Portal → Enterprise applications → Consent and permissions.

5. Calendly

What it powers: sync Calendly bookings → CRM contacts + meetings; replace your scheduling page with a Calendly embed inside client portals.

Tier: all paid tiers.

Setup

1. Settings → Integrations → Calendly → Sign in with Calendly. Click Allow.
2. Pick which event types to sync. New bookings land in Inbound Leads → Calendly.

6. Stripe

What it powers: invoice + subscription billing for your customers, ACH + card payments, Stripe Connect (collect payments on your customers' behalf and take a platform fee), customer portal magic-links, refunds, dispute alerts.

Tier: all paid tiers.

Setup (own keys)

1. Activate at dashboard.stripe.com.
2. Stripe Dashboard → Developers → API keys. Switch to Live mode (top-right toggle). Copy the Secret key (sk_live_…) and Publishable key (pk_live_…).
3. In Zay CRM: Settings → Integrations → Stripe → Paste keys. Click Save & test — Zay CRM verifies by listing your last 3 customers.

Setup (Stripe Connect — for marketplace flows)

1. Settings → Integrations → Stripe Connect → Onboard with Stripe. You're redirected to Stripe's hosted onboarding (the same flow Shopify, DoorDash, etc. use).
2. Complete the questions (~5 min). Stripe approves typically within 24 h.

Pitfalls

• "Test/Live mismatch" — your secret + publishable keys must match modes. Don't paste a sk_test_ next to a pk_live_.
• Webhook signing secret — Zay CRM auto-creates the webhook endpoint when you save your keys. You don't need to copy a webhook secret.

7. Square

What it powers: in-person + online card payments, Square Catalog sync, Square Online order import, Square Appointments sync.

Tier: all paid tiers. Pairs with Stripe — use both at once for different deal types.

Setup

1. Settings → Integrations → Square → Sign in with Square. Tick all permissions on the consent screen.
2. Pick the location. Square accounts can have multiple locations (one per restaurant, one per shop, etc.); you can connect more later.

Pitfalls

• "Account not activated" — brand-new Square accounts go through review. Wait for Square's email confirmation, then re-connect.
• Catalog sync says 0 items — your Square Catalog has items at OTHER locations. Toggle them in for the connected location.

8. LinkedIn (Personal + Pages)

What it powers: post + repost to your personal feed, post to Company Pages, DM your connections, push Sales Navigator prospect lists into the CRM.

Tier: Personal — Growth, Pro, Enterprise. Pages — Pro, Enterprise.

Setup

1. Settings → Integrations → LinkedIn — Personal (or LinkedIn — Pages) → Sign in with LinkedIn → Allow.
2. For Pages: tick the Pages you admin.

Page admin access required to grant access. If you're a contributor, ask a Page admin to do the connect.

9. Dropbox

What it powers: browse + upload + link files into client records. Two-way sync with the /Apps/Zay CRM/ folder.

Tier: Pro, Enterprise.

Setup

1. Settings → Integrations → Dropbox → Sign in with Dropbox.
2. Pick App folder (recommended — Zay CRM only sees /Apps/Zay CRM/) or Full Dropbox.

10. Cloudflare R2 (auto-configured)

All paid Zay CRM workspaces get unlimited file storage on Cloudflare R2 included in your subscription. Nothing for you to configure.

Want to use your own R2 bucket for compliance reasons? Email support@zayrev.com — we'll help you swap.

11. OpenAI (BYO key)

What it powers: Ask Zay AI assistant, draft generation (emails, contracts, proposals), AI-suggested replies in inbox, CSV-summary explanation.

Tier: Growth, Pro, Enterprise (any tier with ai_byo_keys).

Setup

1. Sign up: platform.openai.com/signup. Add a payment method.
2. platform.openai.com/api-keys → Create new secret key. Name Zay CRM; permission Restricted with Model capabilities: read + write. Copy sk-….
3. Set a usage limit in OpenAI Dashboard → Settings → Billing → Usage limits. Hard cap recommended ($50/mo to start).
4. In Zay CRM: Settings → Integrations → OpenAI → Paste key. Pick model preference (gpt-4o recommended, gpt-4o-mini for cost).

12. Anthropic Claude

Alternative to OpenAI — same AI features, different model. Use both at once and Zay CRM picks the better one for each task.

1. console.anthropic.com → sign up + add payment method.
2. Console → Settings → API Keys → Create Key. Copy sk-ant-….
3. Settings → Integrations → Anthropic → API key → Save.

13. Google Gemini

1. aistudio.google.com/app/apikey → Create API key.
2. Settings → Integrations → Gemini → API key → Save.

14. OpenAI Whisper — Call transcription

What it powers: auto-transcribe Power Dialer calls, voicemail-drop transcription.

Whisper uses the same OpenAI key from §11. If OpenAI is connected, Whisper is enabled — toggle Auto-transcribe calls in Settings → Integrations → OpenAI.

Tier: Pro, Enterprise.

15. RocketReach

What it powers: find verified work emails + phones from a name + company; pre-fill leads with enriched contact data.

Tier: Growth, Pro, Enterprise. Each tier gets a monthly lookup quota; overflow billed pay-as-you-go.

1. rocketreach.co/signup.
2. Dashboard → Account → API Keys → copy.
3. Settings → Integrations → RocketReach → API key → Save.

16. Zapier

What it powers: trigger any Zap on a Zay CRM event (new lead, deal won, contract signed); send any Zap output INTO Zay CRM (create contact, log activity).

Tier: all paid tiers.

1. In Zapier, search for Zay CRM in the app directory → Connect a new account.
2. In Zay CRM: Settings → Integrations → Zapier → Generate API key. Paste into Zapier's connect modal.
3. Test with any Zap — Test trigger in Zapier should pull a sample row.

17. Web3Forms

What it powers: point your marketing-website contact form at a Zay CRM Web3Forms endpoint and form-fills land directly in Inbound Leads.

1. In Zay CRM: Settings → Integrations → Web3Forms → Generate access key.
2. Paste in your form:

   <form action="https://api.zayrev.com/forms/submit" method="POST">
     <input type="hidden" name="access_key" value="YOUR_KEY_HERE">
     <input name="name" required>
     <input name="email" type="email" required>
     <textarea name="message"></textarea>
     <button type="submit">Send</button>
   </form>

3. Submit your form once. It should appear in Inbound Leads in <5 s.

18. Domain Auth — SPF/DKIM/DMARC

What it powers: better email deliverability, lower spam-folder rate, recipients see your domain (not Zay CRM's) as the sender on Gmail/Outlook header views.

Tier: all paid tiers (already included in §2 Resend setup if you used your own domain there).

Setup

1. Resend domain verification (steps in §2 above) — covers SPF + DKIM.
2. At your registrar, add a DMARC TXT record:
   • Name: _dmarc
   • Value: v=DMARC1; p=quarantine; rua=mailto:dmarc@yourcompany.com
   Start at p=quarantine for 2 weeks, then move to p=reject once you've reviewed reports.
3. In Zay CRM: Settings → Integrations → Domain Auth → Run audit. Zay CRM checks SPF + DKIM + DMARC + MX + reverse-DNS.

Pitfalls

• Multiple SPF records — only ONE TXT record at the root with v=spf1. Merge them: v=spf1 include:_spf.google.com include:amazonses.com -all.
• DMARC too strict too fast — start with p=none, watch reports for a week, then quarantine, then reject.