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Assembly Neos Juvo Leads Integration Guide

Juvo Leads leverages Zapier and Webhook data to pass lead information and case information to High Level/LeadConnector.

Step 1: Create Neos Staff User

If you don’t already have an integration specific user available in your environment, then you can follow

these steps to create a new one:

  1. Navigate to Staff Profiles; Settings (gear icon) -> Staff Profiles.
  2. Click on the “+ Add” button in the top right corner.
  3. Enter details relevant to the user. At a minimum, you will need to supply Full Name, Staff Code,
    Time Zone, Password, and Active. Ensure that the “Neos User?” checkbox is selected for
    licensed users or left unchecked for unlicensed users. Selection of this checkbox will be
    dependent upon the business agreement.
  4. It is best to at least add in the First Name and Last Name values in the Staff Profile under
    Personal Information so that it reflects this data in a friendly searchable format for auditing
    purposes.
  5. Click the blue “Save” button at the top right of the profile.
  6. Now you’ll be able to add an email address. This can be of any value and shouldn’t be set up to
    link through O365, unless otherwise instructed.
  7. When you click inside of the Email Address text box, a modal will appear where you can type in
    the desired address. Please use juvoleadschat.staff
  8. After clicking “Add Email”, it will prompt you to connect to O365 and you can click the “Later”
    option.

This will enable you to assign this user to the integration within Neos. You may need to sign out and
sign back in to have the user list on the integrations page include the newly added user.

Step 2: Activate Integration

  1. Navigate to the Integrations page; Settings (gear icon) -> Integrations.
  2. Select the appropriate integration from the list on the left-hand navigation pane.
  3. Click on the “Email address to connect” drop down and select the appropriate user from the list.
  4. Once you have made your selection, the “Activate” button will turn blue and you can click on it
    to save and activate the integration.
  5. If at any point in time the integration should be turned off, then click on the red “Disable”
    button and that will immediately make all subsequent calls fail with unauthorized.