Connections
This page is for your operational setup status, not developer webhook inventory. It should show which outside systems Helix depends on and what each one does for sales, delivery, and reporting.
QuickBooks
Invoice, payment, setup-fee, and recurring revenue status for closed customers.
Why it matters
Shows whether money is collected without opening QuickBooks.
Connect EPP QuickBooks account
Map customer records to QuickBooks customers
Sync invoice and payment status
Billy and B3 calendars
Workspace calendars used by Today, booking follow-up, and delivery handoff scheduling.
Why it matters
Shows what is happening today before you or B3 start outreach.
Connect Google Calendar
Choose visible calendars
Attach booked calls to leads and customers
Voice and SMS
Retell and Twilio call, text, recording, transcript, and outcome events.
Why it matters
Keeps inbound voice agent and lead follow-up activity inside each business record.
Connect Twilio numbers
Connect Retell agents
Route call outcomes to Pool, Leads, Customers, and Delivery
Ad lead sources
Facebook ad opt-ins and other inbound requests for Speed to Lead campaigns.
Why it matters
Starts the five-minute response clock automatically when a lead opts in.
Connect ad source
Map campaign and offer
Create lead, first task, and response sequence