Integrations
Connect Bigly to your CRM, calendars, lead ad platforms and other tools, and find the guide for each one.
Opening Integrations from the user menu, the difference between Connect, Options and Configure, and which integration to use for CRMs, calendars, lead ads and consent certificates.
Integrations connect Bigly to the other tools you use, so leads flow in automatically, meetings land on the right calendar, and call activity is logged in your CRM. You manage them all from the Integrations screen.
Before you start
- You need permission to change account settings. If you can't open Integrations, ask your account owner.
- Have a login for the other tool ready. Most integrations ask you to sign in to it and approve access.
Open the Integrations screen
- Click your initials in the top-right corner to open the user menu.
- Click Integrations.
- Each integration shows a button:
- Connect: not connected yet. Click to sign in to the other tool.
- Options: connected. Click to manage settings, sync or disconnect.
- Configure: opens a form where you enter keys or IDs from the other tool.
User menu › Integrations with the tiles for HubSpot, Outlook, Google, Facebook, Calendly, TikTok, Active Prospect (Trusted Form), BullHorn and GoHighLevel, some showing Connect and some Options.
If a connection fails, Bigly brings you back to this screen with an Unable to connect message explaining why.
Available integrations
| Integration | What it does | Guide |
|---|---|---|
| HubSpot | Two-way contact sync, and logs calls, texts and meetings in HubSpot. | HubSpot |
| Outlook | Syncs your Outlook calendar and logs email replies. | See Outlook below |
| Syncs Google calendars with your Bigly availabilities. | Google Calendar | |
| Google Meet | Uses a company Google account to create meeting rooms for bookings. Not enabled on every account. | See Google Meet below |
| Brings in leads from Facebook lead ad forms. | Facebook lead ads | |
| Calendly | Brings Calendly bookings into your Bigly calendar. | Calendly |
| TikTok | Brings in leads from TikTok lead forms. | TikTok lead ads |
| Active Prospect (Trusted Form) | Keeps the TrustedForm consent certificates that arrive with your leads. | See TrustedForm below |
| BullHorn | Imports Bullhorn candidates as contacts. | Bullhorn |
| GoHighLevel | Offers and books times on your GoHighLevel calendar. | GoHighLevel |
These connections are set up somewhere else in the app:
| Connection | Where | Guide |
|---|---|---|
| Zapier and other tools that send leads in | User menu › API keys | Zapier and Lead webhooks |
| Sending call results out to your CRM or Zapier | AI › Webhooks | Webhooks |
| Landing page form fills | Pages | Landing pages |
| AI assistants such as Claude or ChatGPT | AI › Connect your AI | Connect your AI |
Outlook
- On the Outlook tile, click Connect and sign in with your Microsoft account.
- Back in Bigly, click Options on the tile.
- Turn Log only replies to emails in Bigly on or off.
- Click Sync Calender to pull in your Outlook calendar now.
- To stop syncing, click Disconnect.
Google Meet
Not enabled on every account. Contact support to turn it on.
- On the Google Meet tile, click Connect and sign in with the company Google account that should host meetings.
- In Availability, set each availability's Meeting link to use Google Meet on the company account.
- To stop, click Disconnect on the tile.
Active Prospect (TrustedForm)
If your lead forms use TrustedForm, Bigly can tell ActiveProspect to keep each lead's consent certificate, so you have proof of consent later.
- On the Active Prospect (Trusted Form) tile, click Configure.
- Paste your TrustedForm API Key.
- Click Update.
Leads must arrive with their TrustedForm certificate, for example through the API.
Disconnecting
Open the integration's Options and click Disconnect. Bigly asks you to confirm because this can't be undone. You can connect again later.