Connect ad platforms and sales tools

Settings → Integrations lists every connector. Connect them in this order for the fastest path to attributed revenue.

1. Ad platforms (spend and ad names)

Platform	What Wexlyn pulls	Notes
Meta	Campaigns, ad sets, ads, daily spend, impressions, clicks, reported conversions	Choose the ad accounts to track; set each account's currency; the token refreshes itself, and you get a banner if it expires
Google Ads	Campaigns, ad groups, ads, keywords, spend	Pick the customer account under your manager account; check the timezone matches your Wexlyn account
TikTok, LinkedIn, Microsoft, X, Pinterest, Snapchat, Reddit, AppLovin	Same as above per platform	Available after the first two

Whitelist only the ad accounts you want; everything else is ignored and does not count against usage.

2. Payments and checkout (sales)

Tool	What arrives	How
Stripe	Charges, refunds, subscriptions, customers	Paste a restricted API key (read Charges, Customers, Subscriptions, Invoices, Checkout Sessions; write Webhook Endpoints so Wexlyn can register its webhook). Test-mode payments are flagged and hidden by default
Whop	Memberships, payments, products	API key; add the webhook URL shown on the page in Whop → Developer → Webhooks
Shopify, PayPal, SamCart, ThriveCart, Kajabi, Chargebee	Orders and subscriptions	After the first two

Every sale is matched to a lead by email, then by phone, then by click id from the checkout URL.

3. CRM, calls and scheduling (leads and calls)

Tool	What arrives	Highlights
GoHighLevel	Contacts, opportunities, appointments, tags	Private integration token + location id; add a Webhook action to your workflows; stage rules map pipeline stages and tags to Wexlyn lead stages
Calendly	Booked, canceled and no-show calls	Personal access token; the webhook subscription is created for you. Event name becomes the call type
iClosed	Bookings, call outcomes, closer, deal won	API key + webhook URL; outcomes feed the Calls report and Phone closing, deals won become sales

4. Everything else

• Zapier / Make / Webhook creates leads, sales, calls and lead stages from any tool. Connect it to get a private URL, then POST JSON such as:

{ "type": "sale", "email": "jane@example.com", "amount": 997, "currency": "USD", "order_id": "A1001", "product": "Coaching program" }
{ "type": "call", "email": "jane@example.com", "status": "showed", "outcome": "Closed", "closer": "Sam", "amount": 5000 }
{ "type": "stage", "phone": "+15551234567", "stage": "Qualified", "tags": ["@webinar"] }

Send many at once with { "events": [ … ] }. Replays are safe: the same order id never counts twice.

• Email platforms (Klaviyo, ActiveCampaign, ConvertKit, Drip, AWeber) add "email sent" events to the lead journey.
• Slack receives Success Bot check-ins.

Health

Each card shows a status chip. Red means the token expired or webhooks stopped arriving; click the card to reconnect. The admin panel's Customer Success page lists every account with a broken integration.