Integrations overview
See which channels and ad accounts you can connect, where to connect them and who on your team should do it.
3 min read
MedicalGrow is at its best when every channel patients use to reach you lands in one place. Once connected, enquiries from WhatsApp, Instagram, Facebook and ad forms appear straight in Conversations and Contacts, and your team replies without switching apps.
This article sums up what you can connect, where, and the permission mistakes that most often break a connection.
Integrations live in two places
- Settings → Integrations: the cards for Facebook & Instagram, Google Business Profile, Google Ads, TikTok and Zoom. Each card has a Connect button; connected ones show a Connected badge.
- Settings → WhatsApp: the WhatsApp Business API has its own menu. This is where you manage your number, display name, quality rating and templates.
What can you connect?
| Integration | Where | What it gives you |
|---|---|---|
| WhatsApp Business API | Settings → WhatsApp | WhatsApp messages in Conversations via Meta's official API; template messages; the whole team replies from one number. |
| Facebook & Instagram | Settings → Integrations | Messenger and Instagram DMs in Conversations; Facebook/Instagram lead forms become contacts automatically. |
| Facebook / Instagram lead forms | Inside the Facebook & Instagram card | Mapping form questions to contact fields and Custom Fields. |
| TikTok | Settings → Integrations | TikTok Instant Form leads arrive as contacts. |
| Google Business Profile | Settings → Integrations | See and reply to Google reviews from the panel. |
| Google Ads | Settings → Integrations | Spend, clicks and conversions in your reports; source tracking with GCLID. |
| Google / Outlook calendar | Calendar settings | Two-way sync between appointments and personal calendars. |
| Zoom | Settings → Integrations | Automatic video links for online consultations. |
Note
Payment providers (such as Stripe) and integrations that belong to modules outside your plan are not available to you in the panel. If you need one, message our support team on WhatsApp.
Who should connect?
An integration is set up on behalf of the account that connects it. So it must be done by someone with the right access; otherwise the connection looks "successful" but messages or leads never arrive.
- In the panel: a MedicalGrow user with the Admin role (e.g. Elif Kaya). Users without Settings access can't see the Integrations page — see Roles and permissions.
- On Meta (Facebook, Instagram, WhatsApp): a person with Full control (admin) of the Facebook Page who is also an admin of the clinic's Meta Business portfolio (Business Manager).
- On Google: Owner or Manager of the Google Business Profile; at least Standard access to Google Ads.
- On TikTok: an admin of the TikTok for Business ad account.
Important
If you connect with the personal Facebook account of an agency member or employee, the connection can break when they leave or change their password. Use the clinic owner's account or that of a permanent admin.
Recommended setup order
- WhatsApp Business API — most patients write here: Connect the WhatsApp Business API.
- Facebook & Instagram — DMs and ad forms: Connect Facebook & Instagram.
- Lead form mapping — send form answers to the right fields: Facebook lead forms.
- Ad accounts — Google Ads and TikTok.
- Calendar sync and Zoom — Other integrations.
For example, a clinic advertising implants in the UK can connect WhatsApp and Facebook on day one, finish form mapping on day two and add Google Ads reporting later the same week.
Common issues
I can't see the Integrations menu. Your role doesn't include Settings access. Ask your account admin for permission.
Connected, but nothing comes in. Usually a permission was switched off in the Meta popup or the wrong Page was selected. Open the card and reconnect; see Integration troubleshooting for more.
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