1
Available Native Integrations
Jtek connects natively with the most common tools in a real estate and service business stack — no coding required for the most important ones.
- Go to Settings > Integrations — The Integrations page shows all available connections with their current status: Connected (green), Not Connected (gray), or Requires Setup (yellow).
- Calendar integrations — Google Calendar and Outlook Calendar. Connecting these lets Jtek check your real availability before allowing bookings. Appointments booked via Jtek appear in both places.
- Lead source integrations — Facebook Lead Ads, Instagram, and Google My Business. These pull new leads directly into Jtek contacts the moment someone fills out a form on your ads or profile.
- Payment integrations — Stripe. Once connected, you can send payment links via SMS or email directly from Jtek and track payment status on each contact's record.
- Automation integrations — Zapier and Webhooks. These let you connect Jtek to thousands of other apps — from spreadsheets and CRMs to Slack and project management tools.
Jtek
Dashboard
Contacts
Settings
Integrations
Google CalendarConnected
Facebook Lead AdsNot Connected
ZapierNot Connected
StripeNot Connected
Tip: Start with Google Calendar and Facebook Lead Ads — these two integrations have the biggest impact on day-to-day operations. Set them up during your first week.
2
Connecting Google Calendar
Once connected, Jtek checks your Google Calendar for existing events before allowing bookings — so you'll never get double-booked.
- Go to Settings > Integrations > Google Calendar — Click the Google Calendar tile. A modal opens explaining what access you're granting.
- Click "Connect Google Calendar" — You'll be redirected to Google's OAuth screen. Sign in with the Google account whose calendar you want to sync.
- Grant the requested permissions — Jtek needs read access to check your availability and write access to add booked appointments. Click "Allow."
- Select which calendar to sync — If your Google account has multiple calendars (personal, work, team), choose the one that reflects your true availability. Jtek will check this calendar before confirming bookings.
- Test the connection — Go to your Jtek booking link and try to book a time that's already blocked on your Google Calendar. If the slot shows as unavailable, the integration is working correctly.
G
Jtek wants to access your Google Calendar
This allows Jtek to view your calendar and add appointments when leads book with you.
Cancel
Allow
Tip: If you manage multiple team members, each person should connect their own Google account under their own Jtek user profile. The integration is per-user, not account-wide.
3
Connecting Facebook Lead Ads
Pull new leads from your Facebook and Instagram ad campaigns directly into Jtek contacts — the moment they submit a lead form.
- Go to Settings > Integrations > Facebook — Click the Facebook tile. You'll be prompted to connect your Facebook Business account.
- Authorize with Facebook — Click "Connect Facebook" and log into your Facebook account. Grant Jtek access to manage your Pages and Lead Ads.
- Select your Ad Account and Page — Choose which Facebook Ad Account and Page to link. If you run ads for multiple businesses, select the correct one for this Jtek account.
- Map your form fields — Facebook Lead Ad forms often have custom field names. Jtek will ask you to map each field to a Jtek contact field: First Name → First Name, Phone Number → Phone, Email Address → Email. Do this for each active lead form.
- Test with a lead form submission — Facebook has a "Lead Ads Testing Tool" in your Business Suite. Submit a test lead and confirm it appears in Jtek Contacts within 60 seconds. Also confirm any automation you set up (like a welcome SMS) fires correctly.
Map Facebook Fields → Jtek Fields
full_name
First + Last Name
phone_number
Phone
email
Email
Save Mapping
Tip: After connecting, pair this with a "New Contact" automation trigger so Facebook leads immediately receive a welcome SMS. Speed to lead is critical — a text within 5 minutes dramatically increases response rates.
4
Using Zapier for Custom Integrations
Zapier connects Jtek to thousands of apps — from Google Sheets and Slack to HubSpot, Mailchimp, and beyond — without writing a single line of code.
- Go to Settings > Integrations > Zapier — Click the Zapier tile and generate your Jtek API key. Copy it — you'll paste it into Zapier when setting up your first Zap.
- Log into your Zapier account — Go to zapier.com and create a new Zap. Search for "Jtek" in the app search.
- Choose a Trigger from Jtek — Common Jtek triggers in Zapier: New Contact Created, New Appointment Booked, Opportunity Stage Changed, Form Submitted. Select one and authenticate with your API key.
- Choose an Action in another app — Example: New Contact in Jtek → Create Row in Google Sheets. Or: Form Submitted in Jtek → Send a message in Slack channel #new-leads.
- Test and turn on your Zap — Zapier will walk you through a test using real data from your Jtek account. Once the test succeeds, click "Publish" to activate the Zap.
Tip: Most small businesses use Zapier for one of two things: logging new leads to a shared Google Sheet for team visibility, or notifying a Slack channel when a high-value deal moves stages. Start with one of these and expand from there.
Note: Zapier is a third-party service with its own pricing. Free plans allow limited Zap runs per month. For high-volume lead flows, you may need a paid Zapier plan.
5
Connecting Stripe for Payments
Link your Stripe account to send payment links via SMS or email and track who's paid — all from inside Jtek.
- Go to Settings > Integrations > Stripe — Click the Stripe tile. You'll be redirected to Stripe's OAuth flow.
- Sign in or create a Stripe account — If you don't have a Stripe account yet, you can create one for free at stripe.com. You'll need your business info and bank account details to start receiving payments.
- Authorize the connection — Stripe will ask you to confirm you want to connect your Stripe account to Jtek. Click "Connect." You'll be redirected back to Jtek with a "Connected" status showing.
- Send your first payment link — Open any contact → click "Send Payment" → enter the amount and description → click Send. Jtek generates a Stripe payment link and sends it via SMS or email to that contact.
- Track payment status — On the contact's record, you'll see a "Payments" section showing all sent payment links, their amounts, and status (Pending, Paid, Failed). Paid invoices are also logged in the contact's activity feed.
Send Payment Link
Amount
$500.00
Description
Consultation deposit — March
Send via
SMS to (512) 555-0144
Send Payment Link
Tip: Sending a payment link via SMS rather than email gets paid faster — SMS open rates are 98% within 3 minutes. Use this for deposits, retainers, or any time-sensitive payment collection.