Connections
Bring your carrier, email, social accounts and websites into one marketing workspace.
In the CRM: Settings → Connections
Connect the services your business uses
Connections is where you link Mango9 to the services behind your marketing. Telnyx carries your calls and texts, SMTP sends your business email, social connections bring in posts and conversations, and Live Chat connects your website visitors to the team.
Open Settings → Connections to see the accounts already linked to your business. Use Manage on the relevant row to review its setup.
Find the right connection
- Search by account or provider name.
- Use All types to focus on Social, Ads, Lead discovery, Voice & SMS, Email or Live Chat.
- Use All platforms to narrow the list to a particular service.
- Choose Manage beside the connection you want. Clear the filters to return to the full list.
Add a connection
- Select + New connection.
- Choose the service you want from the available choices.
- For a social or advertising account, complete the provider sign-in in the same browser and choose the business identity you want to connect. If offered, the owner can select Enable and continue to make Social Media available first.
- For Telnyx, enter your API v2 key and complete the provisioning steps. For SMTP, enter the settings supplied by your email service. For Live Chat, add the website and install its widget.
- Return to Connections and use Manage to review the account and the features it can use.
Choose the service for the job
| Connection | What it helps you do |
|---|---|
| Telnyx · Voice & SMS | Use your own carrier for business numbers, calls and texts. Complete the number, extension and AI-agent setup in Mango9. |
| SMTP · Email | Send email using your business mailbox or email delivery service. Use templates for consistent follow-up. |
| Facebook Posts / Instagram Posts / TikTok | Prepare social content and handle the supported conversations and comments for the connected identity. |
| Meta Ads / Google Ads | Manage advertising, reporting, lead delivery and configured conversion feedback. |
| Live Chat | Answer visitors on your website and review the pages behind their enquiries. |
| Bright Data · Lead discovery | Connect the available data service used by Lead Finder. |
Build a connected marketing journey
For a home-services business, connect the social account that promotes the offer, the website where people ask questions, the Telnyx number they call or text, and the email address used for follow-up. The team can then handle the enquiry in Mango9 and arrange the next step.
For a lead-selling business, connect the carrier, buy campaign numbers and create extensions for users and buyers. Use Sell Leads & Calls to manage the buyer relationship, delivery rules and campaign results. A configured AI agent can help gather enquiry details and book an appointment before your team continues the sale.
Social posting and advertising have separate connection choices. Connect the social identity for posts and conversations, and the ad account for advertising work.
Read the status and continue
The business owner manages private provider details. An authorized social manager can handle the social accounts assigned to them. If a service is managed for your account and its setup choice is absent, use your existing connection and ask your Mango9 account contact about changes.
| Status | What to do next |
|---|---|
| Configured | The setup details have been saved. Check the calling, texting or email feature you plan to use. |
| Healthy / Ready at last check | Review the displayed check time and the features listed inside Manage. |
| Not configured / Awaiting installation | Complete the provider setup or install the saved website widget. |
| Check needed / Not verified | Open the account and use the available health check to read its current state. |
| Reconnect required / Missing permission | Use the social-account guide to renew access to the same identity. |