> ## Documentation Index
> Fetch the complete documentation index at: https://docs.goosybear.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM and sending

> Which CRM holds your sales record, and the email addresses, text numbers and WhatsApp numbers your messages are sent from.

**Settings → Connections → CRM & sending** is where you say which CRM holds
your sales record, what sends your email and texts, and the address or number
each message comes from. The rules around sending — message limits, quiet
hours, the postal address, tracking and blocked addresses — are on
[Compliance](https://docs.goosybear.ai/setup/compliance.md).

Changing this page takes someone who can edit the workspace's settings, which
means an owner or admin. Everyone else can read it.

## Which CRM holds your record

The **Connected CRM** panel offers four choices:

| Choice | What it means |
| - | - |
| **Goosy CRM** | Goosy holds your contacts, deals, pipelines and fields. Email and texts go out from your own addresses and numbers, on Goosy's own sending. |
| **HighLevel** | Connect it in Accounts and contacts, deals and fields stay in step both ways. |
| **HubSpot** | Marked **Later**. You cannot choose it yet. |
| **ActiveCampaign** | Marked **Later**. You cannot choose it yet. |

The active choice carries **Active** (Goosy CRM) or **Connected**. A line under
the panel says what sends your messages — **Sending goes through Goosy**, or
through your CRM when it sends for you. To connect or disconnect HighLevel, use
**Connect in Accounts** or **Disconnect in Accounts**; see
[Integrations](https://docs.goosybear.ai/setup/integrations.md).

With a CRM connected, the page also shows that your contacts are syncing from
it. While your CRM does the sending, **Send from Goosy instead?** offers **Move
to Goosy sending**, and your contacts come with you. If your CRM is
disconnected, the page warns that email and texts are not sending: anything an
automation tries to send stops and waits for you. Nothing changes until you
choose — **Reconnect in Accounts**, or **Move to Goosy sending**.

When your CRM sends, Goosy's automations and sequences still run on Goosy, and
each message lands in the contact's conversation in your CRM. Closing a deal
never changes consent, and a do-not-disturb flag in your CRM stops Goosy's
sends.

## Email

The **Email** section lists the addresses your email is sent from. On Goosy's
own sending, anyone can send from any active address, the workspace has one
default, and each person can pick their own with **Make my default**. Choose
**Add email address** and pick your default domain or a domain of your own;
replies to it land in your Goosy inbox. With no address yet, nothing emails.

Each address shows what state it is in — **Default domain**, **Waiting for
DNS** or **Verified** — and **Sends by default** on the default one. A row
shows the **Cap today**, the most it will send in a day. The row's menu offers
**Make default**, **Assign…** (to a teammate) and **Remove…**. If the safety
rules pause a sender, the page says so and why.

## Texts

The **Texts** section lists the numbers your texts are sent from. A number
cannot send until the carriers approve it. Choose **Buy a number**, then
local or toll-free: local numbers take about two to three weeks to be approved,
toll-free about three business days. Goosy walks the number through the carriers'
registration — the business it sends for, what you text, samples, how people
opt in and your volume. A number shows **Not registered**, **Pending
registration** or **Held for review** until it can send, and a rejected one
shows the carrier's reason and lets you fix and resubmit.

## WhatsApp

The **WhatsApp** section lists the WhatsApp numbers your messages are sent from.
WhatsApp is connected under **Accounts**; once it is, its numbers show here so
you can set a default, assign one to a teammate and see its limit. **Templates**
opens your WhatsApp message templates. Meta still setting up a number, or
reviewing its name, shows on the row.

## Business details

**Business details** is kept once and reused. Your brand kit and emails use the
names, your email footer uses the postal address, and texting uses all of it. The
card lists your **Business name**, **Legal name**, **Postal address** and **What
you send**, and shows **Ready for texts** or what texts still need. Choose
**Edit** to change it. It is also where **Edit in Business details** on
[Brand](https://docs.goosybear.ai/setup/brand-profile.md) takes you.

## Calendars and meetings

A line shows which calendar is connected — **No calendar connected**, or your
CRM's calendars. **Save meeting notes to contacts** adds a meeting's notes and
summary to the contact it was with. **Booking messages** sets what guests and
hosts hear when a meeting is booked, moved or cancelled, and the reminders
before it. They are sent from your workspace's sender, and a text goes only to a
guest who agreed to texts. Each calendar can set its own.

## What to do next

* **[Compliance](https://docs.goosybear.ai/setup/compliance.md)** — limits, quiet hours, postal address,
  tracking and blocked addresses.
* **[Integrations](https://docs.goosybear.ai/setup/integrations.md)** — connect HighLevel, WhatsApp and the
  rest.


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