Connecting Your Integrations

CleanEstimate Pro connects to the tools you already use. Most teams set up three systems first:

• Meta Lead Ads for Facebook and Instagram lead forms
• Google Lead Ads for Google lead forms
• Lead Connectors for inbound API leads, website forms, and forwarded email lead parsing
• Stripe for payments and invoicing
• Esendex for shared SMS and voice
• Workiz only if they still need legacy sync during CRM cutover

Lead Connectors

Lead Connectors are the new shared intake layer for outside lead sources.

Use them when you want to bring leads into CE Pro from:

• Zapier or Make
• your website contact form
• middleware or custom CRM bridges
• forwarded lead emails that need parsing and review

To set them up:

1. Open Settings > Integrations.
2. Open the Lead Connectors card.
3. Create a connector for the intake source you want to use.
4. Add field aliases and defaults.
5. Run a test import before switching the connector to Active.

For full setup details, see the Lead Connectors guide.

Meta Lead Ads

Use Meta Lead Ads when you want the easiest path for Facebook and Instagram lead forms.

The dedicated Meta page now:

• starts the guided Meta login for you
• lets you choose the page instead of pasting a page id
• subscribes that page to the shared leadgen webhook automatically
• keeps Meta lead intake on the same duplicate-safe connector pipeline as the rest of CE Pro

To set it up:

1. Open Settings > Integrations.
2. Open the Meta Lead Ads card.
3. Click Connect Meta.
4. Approve the Meta login prompt.
5. If you see more than one page, choose the page you want.
6. Submit one real Meta lead form.

For the full walkthrough, see Meta Lead Ads.

Google Lead Ads

Use Google Lead Ads when you want the easiest path for Google lead forms.

The dedicated Google page now:

• creates the native Google Ads connector for you
• generates the Google verification key
• shows the exact webhook URL
• keeps Google lead intake on the same duplicate-safe connector pipeline as the rest of CE Pro

To set it up:

1. Open Settings > Integrations.
2. Open the Google Lead Ads card.
3. Optionally add a Form ID if you only want one Google form connected.
4. Click Enable Google Lead Ads.
5. Copy the CE Pro webhook URL and Google Key into Google Ads.
6. Run Google's webhook test.
7. Submit one real lead form after the test passes.

For the full walkthrough, see Google Lead Ads.

Stripe

Stripe handles:

• online estimate and invoice payments
• the billing portal
• payment links and invoice settlement

To connect it:

1. Open Settings > Integrations.
2. Find the Stripe card.
3. Click Connect.
4. Complete the Stripe authorization flow.

For full setup details, see the Stripe Setup Guide.

Esendex

Esendex handles:

• outbound SMS
• inbound SMS replies
• inbound customer call transfer to your office line
• missed-call logging
• call-based automation steps

Esendex is configured from the Phone / Voice card on the main Settings page, not from the Integrations tab.

To connect it:

1. Open Settings.
2. Find Phone / Voice.
3. Enter your shared Esendex number.
4. Add your Esendex SMS License Key.
5. Add your Esendex Voice License Key.
6. Add the forwarding number that should ring first on inbound calls.
7. Save the settings.

For full setup details, see the Esendex Setup Guide.

Workiz

Workiz remains available for teams still using legacy sync during CRM cutover.

Use it only if your workspace still needs:

• inbound Workiz lead mirroring
• legacy estimate or job status sync
• outbound Workiz push jobs during migration

Open Settings > Integrations, then open the Workiz card to copy the webhook URL and key.

Next Steps

• Meta Lead Ads
• Google Lead Ads
• Lead Connectors
• Quick Start
• Esendex Setup Guide
• Stripe Setup Guide