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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Website Lead Capture Form
- Display Contact / Lead Capture Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Dashboard Overview
- Create a New Booking
- View / Manage a Booking
- Edit Booking Details
- Set Up Recurring Bookings
- Delete a Booking
- View Booking History Log
- Export Booking to PDF
- Handle Multi-Address Bookings
- Find Fieldworker Availability
- Proximity-Based Scheduling
- Assign Multiple Fieldworkers
- Accept Booking for Fieldworker
- Approve Fieldworker Changes
- Push Booking to Google Calendar
- Transfer Booking Ownership
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- Invoice & Billing Overview
- View an Invoice
- Edit Invoice Breakdown
- Change Invoice Number
- Claim Invoice Ownership
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- Scheduling and Dispatching
- Calendar Month View
- Calendar Week View
- Calendar Day View
- Calendar List View
- Fieldworkers & Subworkers
- Fieldworker Management
- Add Fieldworkers
- Bulk Manage Fieldworkers Lists
- Fieldworker Industry Label
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Booking Settings Configuration
- Fieldworker Job Assignment Methods
- Fieldworker Permissions
- Fieldworker Profile Customization
- Customer Profile Customization
- Customer Dependents / Properties
- Importing Customer Dependents
- Managing Booking Status
- Managing Booking Complaints
- Lead Sources List
- Decline Job Request Form
- Booking Property Types Setup
- Label Management
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
Third-Party API Integrations
OctopusPro offers several external integrations to help you expand and automate key aspects of your business operations. From email marketing and mapping services to review and social media connectivity, each integration increases the efficiency and reach of your workflow. Below is an overview of the main integrations you can set up and how to configure them.
Available Integrations
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Mailchimp
Connect with Mailchimp to synchronize your OctopusPro contacts and manage email marketing campaigns. Keep your mailing lists updated automatically, send promotional emails, and automate newsletters or follow-up sequences.
Learn more: Mailchimp Integration -
Google Maps API
If your OctopusPro account is on the Unlimited subscription, you can enable Google Maps for geolocation services – including address lookups, route optimization, and live mapping. This feature significantly improves your location-based operations for fieldworkers and customers.
Learn more: Google Maps API Integration -
Google Reviews
Integrate your Google Reviews directly into the customer portal, showcasing testimonials to potential clients and streamlining how existing customers leave new reviews. This integration boosts credibility and fosters transparency regarding your services.
Learn more: -
Facebook App
Connect OctopusPro to your Facebook Page and Messenger, enabling you to manage bookings, communicate with customers, and encourage social media engagement. Automate inquiries and integrate appointment scheduling seamlessly with your Facebook business presence.
Learn more: Facebook Integration -
GCM and FCM Push Notifications
Required only if you have a branded mobile app from OctopusPro. These integrations allow push notifications for user devices on Android and iOS. Typically handled by OctopusPro’s development team, so no direct action is needed unless instructed.
Configuring an Integration
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Open Third-Party API Integrations:
Go to Settings > Third-Party API Integrations in your OctopusPro account. -
Add a New Integration:
Click New Developer Integration (API) or select the relevant integration if it already appears in the list. -
Provide API Credentials:
Each service requires specific credentials (e.g., API key, client secret). Enter the details provided by your third-party account and ensure they match exactly. -
Save & Verify:
Click Save to activate the integration. Some integrations may require verification or testing steps (e.g., sending a test email in Mailchimp or confirming a Google Maps API key).
Best Practices & Troubleshooting
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Keep Your Credentials Secure: Never share API keys or secrets publicly, and store them in a safe environment.
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Stay Updated: Monitor changes to third-party APIs or billing rules (e.g., Google’s usage limits for Maps, Facebook’s policy updates).
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Follow Each Service’s Guidelines: For more advanced features (such as segmenting an audience in Mailchimp or setting up advanced triggers in Google Maps), consult the relevant service’s documentation.
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Contact Support: If you experience persistent issues connecting or verifying your integration, reach out to OctopusPro’s support.
Summary
Properly configuring these Third-Party API Integrations ensures your business benefits from specialized external tools—like location services, online marketing solutions, and review platforms—fully integrated with your OctopusPro account. By leveraging these connections, you maintain consistent data flow, automate recurring tasks, and boost overall customer satisfaction.
Other Integrations available through the other setting pages include:
- Google Calendar Integration
- Square Payment Integration
- Stripe Payment Integration
- Authorize.net Payment Integration
- PayPal Payment Integration
- Checkout.com Payment Integration
- WePay Payment Integration
- eWay Payment Integration
- Tap Payment Integration
- PayFast Payment Integration
- Global Payments Integration
- Xero Integration
- Quickbooks Integration
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