Question 1

Connecting Twilio

Accepted Answer

Create Your Account At Twilio:

Click here -> Watch me first

https://www.twilio.com/

Select Option To Get A Twilio phone number:

Screen_Shot_2022-06-15_at_9.39.20_AM.png

Copy the Account SID and Twilio Phone Numbers, & Save Them Somewhere For Later Use:

${color}[#000000](Navigate To The API Keys Section:)

https://console.twilio.com/us1/account/keys-credentials/api-keys

${color}[#000000](Find Option To Create An API key:)

Twilio

${color}[#000000](Give The API Key A Name:)

twilio

${color}[#000000](Click Button To Create Your API Key:)

Twilio

${color}[#000000](Copy the SID & Secret And Save It Somewhere For Future Use:)

![Twilio](https://storage.crisp.chat/users/helpdesk/website/-/6/

Question 2

Api Documention

Accepted Answer

📘 Gonzy Public API (v1)

Authentication

Base URL: https://api.gonzy.com/api/v1/public Authentication Required: Bearer Token in Authorization header

Important Note: You'll get the bearer token from integration page inside the dashboard.

Get All Pipelines

🔹 Get All Pipelines

Endpoint: GET /pipeline Description: Retrieve all pipelines for the authenticated agency, including their stages. Authentication: Required

Response Example:

{
  "success": 1,
  "data": {
    "pipelines": [
      {
        "id": 1,
        "name": "Sales Pipeline",
        "default_value": 500,
        "status": "active",
        "stages": [
          {
            "id": 101,
            "name": "Prospecting",
            "days_due": 3,
            "description": "Initial outreach",
            "status": "active"
          }
        ]
      }
    ]
  }
}

Get Single Pipeline

🔹 Get Single Pipeline

Endpoint: GET /pipeline/{id} Description: Get a single pipeline by ID. Authenticatio n: Required

Response Example: ``` { "success": 1, "data": { "id": 1

Question 3

Application Specific Passwords for Gmail

Accepted Answer

Navigate To:

myaccount.google.com

Click on the tab on the left sidebar called "Security" (image below):

Screen_Shot_2022-06-14_at_10.40.35_AM.png

Scroll Down To The Section Called "Signing In To Google":

Use the search at the top of your account, Search & Click "App passwords":

Select "Mail" and then pick the device you will sign-in with, then click "GENERATE":

Screen_Shot_2022-06-14_at_10.44.54_AM.png

Copy The Password It Gives You, And Navigate Back To Gonzy's Integrations Page:

https://gonzy.com/integration

Click The Blue "Connect" Button Under "Email Integration":

Screen_Shot_2022-06-14_at_10.46.49_AM.png

Click The Option For Gmail:

![ScreenShot2022-06-14at10.48.42_AM.png](https://storage.crisp.chat/users/helpdesk/website/-/3/b/7/7/3b7744ba39a19e00/39

Question 4

Forms

Accepted Answer

Gonzy forms allow you to create custom forms to capture leads on your customer’s website or directly from the form link. There is also an option to connect your forms from Snapps.ai and Elementor directly into Gonzy to send form submissions from those platforms into Gonzy.

Creating & Publishing a Custom Form

To get to the forms page, navigate to the fulfillment side of the app by toggling to fulfillment with the toggle on the left side of the app header. From here you can select the customer/company you wish to make forms for and click on the Manage button. If you don’t have a customer/company yet, you can create one first by clicking on the + Add a Company button.

Now that you are within the dashboard for this customer/company, from the left side menu click on the Forms link and you will be taken to the Forms page.

Click on the + Create New Form button and you will be taken to the form customization page. On this page, you can select from several different input types and you can add as many inputs to your form as you wish of any type. Hovering your mouse over a particular input and clicking on the Edit icon will open up a menu on the left side where you can customize all of the text elements within the input like the placeholder, helper text and you can customize the size and font color for these elements. You can also apply a font across the

Question 5

Facebook Lead Ads Integrations

Accepted Answer

You can integrate your client's Facebook pages with Gonzy to automatically import all lead ads associated with those pages and the leads collected from those ads - so that you can send those Facebook leads through a Gonzy sales pipeline, run Gonzy automations on Facebook leads or send bulk messages to those leads.

Facebook lead ads are integrated within the fulfillment dashboard on a per-customer basis. Start by toggle to the fulfillment side of the app from the toggle in the app header. Then click on the Manage button for the company whose lead ads you want to connect to Gonzy. If you don't have a company/customer in the database yet you can also create one on this page.

The next step is to click on the Forms link from the left-hand vertical side menu.

From the Forms page, click on the Facebook Lead Forms tab from the horizontal menu which shows Active Forms, Websites & Facebook Lead Forms. You will see a page that looks like the screenshot below.

Click the Connect button. You will see a disclaimer reassuring you how we intend to use the Facebook lead data you're connecting to Gonzy. Click continue and you will be redirected to a page where you grant consent to the Facebook page(s) you wish to connect for this particular cus

Question 6

Email SMTP & IMAP

Accepted Answer

You can connect your own or your client's email address to Gonzy with SMTP & IMAP so Gonzy can send emails on your behalf.

To setup your own email via SMTP & IMAP - start by navigating to the Integrations page which you can reach by clicking on the gear icon in the header of the app and then clicking "Integrations".

Within the integrations page you will see a box where you can connect your email. Click connect and you will see a prompt to choose between the options: SMTP/IMAP, Outlook or Gmail. Select SMTP/IMAP.

If you wish to connect SMTP & IMAP for your customer this can be done in the fulfillment dashboard. Toggle to fulfillment, click the manage button for the company/customer you wish the connect email for, then from the left hand side menu, click on the Communication tab and you will see a box where you can connect your client's email. Click the connect button.

You will see a form with a set of inputs like the screenshot above. Enter the following values into each input:

Email: Your full email address (e.g., yourname@gmail.com)

Username: Your full email address (e.g., yourname@gmail.com)

Password: Preferably your application specific password* OR your email account password.

*Follow the steps given [here](/knowledge/arrange/sections/65

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