Quick Start

Get up and running with Calimatic Connect in just a few minutes. This guide walks you through the admin panel — no code required.

Step 1: Sign In

Go to the admin panel and sign in with your Calimatic account. Once you are signed in, you will see the dashboard with an overview of your leads and connections.

Step 2: Connect Your First Provider

Click Connections in the sidebar. You will see a list of all available providers organized by category — lead generation, CRM, communication, and more. Pick a provider (for example, Meta Lead Ads), click Connect, and authorize access.

For OAuth providers (Meta, Google, Salesforce), you will be redirected to the provider to grant access. For API key providers (Twilio, SendGrid), you will enter your credentials directly. Once connected, the provider card will show a green "Connected" status.

Repeat this step for your CRM destination (for example, HubSpot or Salesforce). You need at least one lead source and one destination connected to create a Flow.

Step 3: Create a Flow

Click Flows in the sidebar, then click New Flow. A simple 4-step wizard walks you through the setup:

1. Pick your trigger — Choose where leads come from (e.g., Meta Lead Ads)
2. Pick your action — Choose where leads go (e.g., HubSpot CRM)
3. Map your fields — Match fields between source and destination (e.g., "email" to "Email")
4. Review and activate — Name your Flow, review the setup, and turn it on

Step 4: You're Done!

That is it. Data will now flow automatically between your connected tools. When an event happens in one provider (like a new lead form submission), Calimatic Connect will:

1. Receive the lead in real time
2. Verify, normalize, and deduplicate the data
3. Route it to the right destination through your Flow

You can monitor everything from the admin panel — check lead status, view Flow execution history, and troubleshoot any issues.