Integrations and Zevli Connect

Goal. Connect the business's own accounts: messaging, email, cloud, payments, e-signature, advertising and artificial intelligence.

Prerequisites. The Administrator role. It opens from "Settings" › "Integrations". Credentials are stored encrypted and never displayed. Each company on the installation connects its own accounts: what is connected in one company does not serve another. One-click connections go through Zevli Connect, the CRM provider's service, and require a license with maintenance in force.

Groups and providers

• "Advertising": "Meta (Facebook & Instagram)" and "Google Ads".
• "Cloud: documents, calendar & email": "Google (Drive, Calendar & Gmail)" and "Microsoft 365 (OneDrive, Outlook & Calendar)".
• "Payments": "Stripe".
• "E-signature": "DocuSign" and "Documenso".
• "Messaging": "WhatsApp Cloud (Meta)", "Twilio", "ManyChat" and "Telegram".
• "Email": "Email (Resend)".
• "Artificial intelligence": "Gemini (AI)", "OpenAI", "Claude (Anthropic)", "Kimi (Moonshot AI)", "DeepSeek" and "OpenRouter".

Each card states "Connected", "Not connected" or "Error" and the "Last checked" time, and offers "Connect" or "Reconnect", "Test connection", which answers "Connection verified successfully" or "Connection failed. Check the credentials.", and "Disconnect", which asks to confirm "Disconnect this integration?".

Connecting with one click

Meta, Google Ads, Google, Microsoft 365, WhatsApp Cloud, Stripe, DocuSign and Twilio connect without touching any identifiers or keys:

1. Click "Connect" on the card. The platform's own screen opens, where you sign in with the business account and grant permission.
2. Back in the CRM, "✓ Connection completed. Data will start syncing." appears and the card turns "Connected".

The consent screens belong to each platform and are not reproduced in this guide. Meta and Google Ads connect only this way.

Connecting with credentials

The other providers ask for their own details, for example "API Key" and "Verified sender email" under "Email (Resend)", "Bot token (BotFather)" under "Telegram", "API Key" under "ManyChat" or "API Key" and "Model" for the artificial-intelligence providers. "How do I get this?" and "Credentials guide" open the "Integrations guide", with each provider's steps and the "Open provider site" link. On saving, the CRM confirms with "Integration connected". When the provider needs to send notifications, the card shows the "Webhook URL (paste it in the provider)" and "Copy webhook URL".

WhatsApp

With "WhatsApp Cloud (Meta)" connected, it is the first choice for sending WhatsApp, with no middlemen or per-message markup. The card shows the "number status at Meta", the "number verification" and the "display name". WhatsApp charges go to the business's Meta account; "Open WhatsApp Manager →" leads to its console. "Twilio" serves as backup and for calls and SMS; its card takes the "WhatsApp no." with "Save number".

Artificial intelligence

Several providers can be connected: the "Primary" answers and, if it fails, the CRM falls back to the "Fallback" ones in order. "Make primary", "Move up the chain" and "Move down the chain" order the chain; "Model" picks each provider's model.

Troubleshooting

• "The connection didn't complete. Please try again." The platform's screen was closed before granting permission, or the license is not in force; check it under "Settings" › "License".
• The Meta and Google Ads cards are missing. This installation has no Zevli Connect configured; contact your provider.
• "Your WhatsApp can't send: a payment method is missing on your Meta account (WhatsApp Manager → Billing)." Add the payment method on the Meta account.
• "The key is valid, but the webhook could not be created." In Stripe, the restricted key needs write access to "Webhook Endpoints".
• "One step missing: open this link, sign in to DocuSign and grant consent. Then click Connect again." DocuSign requires granting consent once.
• Channels stopped working after maintenance expired. Channels that operate through Zevli Connect stop after a 30-day grace period; the CRM and the data remain on the device. Renew maintenance with your provider.