Connect Your CRM or Service System
Overview
Mosco integrates with popular CRM and field service platforms. Connecting your system syncs contacts, leads, jobs, and customer data automatically so your AI team has full context.
Supported platforms
- Housecall Pro (API key)
- Jobber (OAuth)
- Google Business Profile (OAuth)
- Meta / Facebook / Instagram (OAuth + Embedded Signup)
- WhatsApp Business (Embedded Signup)
- Twilio (API key)
- Zoho CRM (API key)
- Monday.com (OAuth)
- ServiceTitan (coming soon)
How to connect
1. Go to Connections in the sidebar (under Tools)
2. Find your platform and click Connect
3. Follow the authorization flow:
- OAuth: you'll be redirected to sign in
- API key: paste your key from the platform's settings
- Embedded Signup: complete the inline form
4. Select which data to sync
5. Click Save
Connection status appears on each card: green = connected, gray = not connected.
Sync settings
After connecting, configure sync frequency in the integration's Settings tab:
- Real-time: events sync immediately via webhooks
- Every 15 minutes: periodic batch sync
- Manual: sync only when you click 'Sync Now'
The status bar shows last sync time, next sync, and total synced items.