Source: https://www.brixit.io/docs/crm-services

# Find the right connection settings in Brixit CRM

Connection settings are split by purpose. Use this map before changing an account or
service configuration.

| Where | What belongs there | Guide |
| --- | --- | --- |
| Integrations → Apps | Advertising channels, WhatsApp, Google Calendar and other enabled apps | [How integrations work](https://www.brixit.io/docs/integrations-overview) |
| Integrations → Portals | Brokerage portal accounts and publishing/lead connections | [Portal integrations](https://www.brixit.io/docs/portal-integrations) |
| Settings → Zapier & n8n | Automation connections to external workflows | [Automation](https://www.brixit.io/docs/automation), [n8n](https://www.brixit.io/docs/n8n), [Zapier](https://www.brixit.io/docs/zapier) |
| Settings → Services & Credentials | Company-managed services and service availability | [Email delivery](https://www.brixit.io/docs/email), [Turnstile](https://www.brixit.io/docs/turnstile) |
| Avatar → Profile Settings | Your personal mailbox and profile | [Email](https://www.brixit.io/docs/email) |
| Avatar → AI connections | Your assistant's connection to the CRM | [AI connections](https://www.brixit.io/docs/mcp) |

## Review Services & Credentials

Open **Settings → Services & Credentials**. The page groups services by who manages them:
**Provided by your company**, **Provided by Brixit**, **Managed by this installation** and
**Disabled services**.

Choose the relevant service, read its ownership and status, and follow its dedicated
setup guide. Shared Brixit-managed applications and company-managed services have
different setup responsibilities. If a provider-managed service is unavailable, use the
status message and support path rather than entering unrelated company settings.

## Configure an app or portal

Open the app or portal card, complete the supported connection flow and return to Brixit
to verify the connected account. For lead intake, finish field mapping and select an
[assignment strategy](https://www.brixit.io/docs/crm-assignment-rotation) for each relevant form. A connected
account alone does not finish form routing.

For publishing, connecting a portal is the setup step. Agents publish each property from
its **Portals** tab using the [listing publication guide](https://www.brixit.io/docs/crm-listing-publication).

## Troubleshoot in the correct place

Check the service owner, connected account, enabled state, your permissions and the
specific error. Personal mailbox issues belong to the user's connection; system-email
issues belong to company delivery; listing rejection belongs to the portal publication.
Include the error and time when escalating a failed connection.