Setup guides. Practical answers. Keep moving forward.
Browse help topics
Modules & access
Configure fields, manage permissions, and fix missing access.
Email, WhatsApp & reviews
Connect messaging channels and manage customer feedback.
Automations & voice
Connect triggers, follow-ups, and voice calls.
Payments & invoices
Set up payment collection and invoice delivery.
Data & integrations
Storage, imports, website APIs, and ad leads.
Your tools. A little more connected.
Find the right setup guide for your integration.
Clear steps. Useful answers.
14 guides to explore
Configure website access to CRM data
Choose allowed domains, module rules, lookup fields, and visible fields for your website integration.
Connect Google Ads and Meta lead forms
Set up a lead-form connection, copy its webhook details, and check an incoming test lead.
Configure Exotel and check call readiness
Save your workspace's voice connection, verify the provider, and check readiness before live calls.
Set up customer feedback and Google reviews
Configure feedback requests and connect a Google Business Profile when you need to manage Google reviews.
Create your Bizrow workspace
Choose a package, verify your email, and set up a workspace for your business.
Configure a module and its fields
Use Module Builder to arrange fields, edit their properties, and prepare a workflow for your team.
Fix missing module access or permissions
Understand role permissions, user overrides, record scope, and requests for additional access.
Connect and test email SMTP
Save your mail provider's SMTP settings and verify the connection before sending email.
Connect WhatsApp and verify its webhook
Configure Meta credentials, test API access, and verify the messages webhook in Bizrow.
Set up module communications and follow-ups
Connect a module's communications to configured channels, templates, and record fields.
Troubleshoot an automation that is not sending
Work through channel readiness, recipients, templates, schedules, and delivery logs.
Configure Razorpay and invoice delivery
Review payment credentials, webhook settings, and customer mappings before collecting payments.
Connect workspace S3 storage
Configure your workspace's Amazon S3 bucket for CRM uploads, invoice assets, and media.
Connect MongoDB sources to CRM modules
Add a MongoDB source, check collections, and import the collections you need as modules.
Your first workflow
starts here.
A simple order to get your workspace ready for everyday work.
Start the setup guide- 01Create your workspace
Choose your package and verify your email.
- 02Shape it around your team
Review module fields, roles, and record access.
- 03Connect, test, then automate
Verify your channels before your first live workflow.
Save it. Test it. Make it work.
Check your connection before your first live workflow. For WhatsApp, verify the messages webhook too.
Good questions.
Straight answers.
A few things worth knowing before you get started.
Security at BizrowWhere do I configure integrations?
Open Config in your workspace to manage the integrations available to your account. Email SMTP, WhatsApp, Razorpay, Workspace S3 storage, and MongoDB Sources have their own setup controls. Save your changes before running a connection test.
Read the related guideWhy can I see a module but not all of its records?
Module access and record scope are separate. Your role or user override may limit you to assigned records. Ask an administrator to review both your action permissions and record scope.
Read the related guideDoes a successful connection test mean a message was delivered?
A connection test checks the integration. Actual delivery also depends on the recipient, template, variables, and provider response. Review Email or WhatsApp delivery logs after a controlled send.
Read the related guideDo I need to connect every integration?
Set up the integrations your workflow uses. Email automation needs an email connection, while WhatsApp needs its own Meta credentials. Workspace S3 storage is an optional file-storage connection.
Read the related guideSome things are easier
with a helping hand.
Tell us your workspace address, the affected page, and where you got stuck. We’ll help you find your next step.
Keep passwords, access tokens, and customer information out of your message.