Integrations — StudioM Platform Guide¶
Who this guide is for: Anyone who wants to connect the StudioM platform with other tools and services they use. Time to read: Approximately 7 minutes
What Are Integrations?¶
Integrations connect the StudioM platform with other software — so your tools can share data and work together automatically. When an integration is active, actions in one system can trigger actions in another without any manual copying or syncing.
Examples of what integrations enable: - A new contact added to your CRM automatically appears in your email marketing tool - A payment processed in the platform updates your accounting software - A webinar sign-up triggers a follow-up sequence in the platform - Your Google calendar stays in sync with your appointment bookings
Important: Setting up most integrations — especially those requiring API connections, OAuth, or technical configuration — is handled by StudioM. Contact us when you want to connect a new tool, and we'll set it up for you.
How to Get There¶
Navigate to: Settings (left sidebar) → Integrations
Built-In Native Integrations¶
These integrations are built directly into the platform and can be connected from Settings:
Payment Integrations¶
| Integration | What It Does |
|---|---|
| Stripe | Accept credit/debit card payments, set up subscriptions, process invoices |
| PayPal | Accept PayPal payments and card payments via PayPal's gateway |
| Square | Accept in-person and online payments |
| NMI | Payment gateway for businesses needing alternative processing |
| Authorize.net | Established payment gateway with fraud detection tools |
Need StudioM Support? Payment gateway connection involves configuration beyond the Settings panel. Contact StudioM to connect or switch your payment processor.
Advertising Integrations¶
| Integration | What It Does |
|---|---|
| Facebook / Meta | Connect your Facebook Ad Account for running ads and capturing lead form submissions directly into your CRM |
| Google Ads | Track Google Ad conversions and link campaigns to contact records |
| TikTok Ads | Run TikTok ad campaigns with lead capture |
Need StudioM Support? Advertising platform connections require initial setup. Contact us before launching your first campaign.
Calendar Integrations¶
| Integration | What It Does |
|---|---|
| Google Calendar | Two-way sync — appointments in the platform appear on Google Calendar and vice versa; prevents double-bookings |
| Outlook / Office 365 | Same two-way sync for Microsoft calendar users |
| iCloud Calendar | Sync with Apple Calendar (one-way read) |
To connect Google Calendar: 1. Go to Settings → Integrations → Calendar 2. Click Connect Google Calendar 3. Sign in with your Google account and grant permission 4. Select which Google calendar to sync with
Best practice: Connect Google Calendar before activating your booking calendar — it ensures real-time availability is always accurate and no double-bookings occur.
Video Conferencing¶
| Integration | What It Does |
|---|---|
| Zoom | Automatically creates a Zoom link when an appointment is booked and includes it in the confirmation email |
| Google Meet | Same automatic meeting link creation for Google Meet |
| Microsoft Teams | Automatic Teams meeting link creation |
To connect Zoom: 1. Go to Settings → Integrations → Zoom 2. Click Connect Zoom 3. Authorise the connection with your Zoom account 4. All online appointments will now auto-generate Zoom links
Communication Integrations¶
| Integration | What It Does |
|---|---|
| Facebook Messenger | Receive and reply to Messenger conversations in your Conversations inbox |
| Instagram DMs | Receive and reply to Instagram direct messages in your inbox |
| Google My Business | Receive and reply to Google Business messages in your inbox |
| WhatsApp Business | Send and receive WhatsApp messages (setup by StudioM) |
Accounting and Finance¶
| Integration | What It Does |
|---|---|
| QuickBooks | Sync invoices, payments, and contacts between the platform and QuickBooks |
| Xero | Sync invoices, payments, and client records with Xero |
Need StudioM Support? Accounting integrations require careful configuration to map fields correctly and avoid duplicate records. Contact StudioM Support before connecting.
Other Integrations¶
| Integration | What It Does |
|---|---|
| Google Analytics | Track website and funnel visitor behaviour |
| WordPress | Embed forms, chats, and calendars on a WordPress site |
| Shopify | Sync Shopify orders and customers into the CRM |
Zapier and Make (Automation Connectors)¶
Zapier and Make (formerly Integromat) are third-party tools that connect thousands of apps together — including many that don't have direct integrations with the platform.
Examples of what you can do with Zapier: - New contact in the platform → create a row in a Google Sheet - New booking in the platform → add an event to a team Google Calendar - Payment received → send a notification to a Slack channel - New lead from a Typeform form → create a contact in the platform
Need StudioM Support? Setting up Zapier or Make connections requires creating API keys and configuring triggers and actions. Contact StudioM Support and we can set up specific Zaps or Make scenarios for you.
What StudioM Manages (vs. What You Connect Yourself)¶
| Integration | Who Manages It |
|---|---|
| Domain / website hosting | StudioM |
| Email sending infrastructure (deliverability) | StudioM |
| Phone number provisioning | StudioM |
| WhatsApp Business Account | StudioM |
| Facebook/Instagram Ad Account connection | StudioM |
| Google Calendar sync | You (connect in Settings → Integrations) |
| Zoom / Google Meet | You (connect in Settings → Integrations) |
| Facebook Messenger / Instagram DMs | StudioM (initial setup) |
| Payment gateway (Stripe etc.) | StudioM (initial setup) |
| QuickBooks / Xero | StudioM (initial setup — configuration required) |
| Zapier / Make scenarios | StudioM (on request) |
Common Questions¶
Q: Can I connect a tool that's not on this list? Many tools can be connected via Zapier or Make, which act as bridges between thousands of apps. Contact StudioM Support and tell us what you're trying to connect — we'll advise on the best approach.
Q: Do integrations cost extra? The platform's native integrations are included in your plan. Zapier and Make have their own subscription costs (they offer free tiers with limited usage). Third-party tools (Zoom, QuickBooks, etc.) require their own subscriptions.
Q: What happens if an integration disconnects? Integrations can occasionally lose their connection (usually after a password change or expired permission). If you notice appointments not syncing to Google Calendar, Zoom links not generating, or similar issues, contact StudioM Support — we'll re-authenticate the connection.
Q: Can I see all connected integrations in one place? Yes — go to Settings → Integrations to see all currently connected integrations and their status.
Q: Is my data secure when shared between integrations? All data transfers use encrypted connections. Review the privacy policy of any third-party tool you connect, as their data practices are governed by their own policies.
Need Help?¶
Contact StudioM Support any time.
- Email: support@makoa.us
- Live Chat: Available inside the platform
Related guides: Calendars and Appointments · Payments and Invoicing · Ad Manager