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

# Integrations Overview

> Build embeddable widgets, capture leads from your website, and wire up automations — all from the Integrations page.

# Integrations

## What is the Integrations page?

The Integrations page is where you build **widgets** — embeddable multi-step forms you can place on any website. When a visitor fills out a widget form, Financely automatically creates a lead in your account and (optionally) generates a proposal draft.

Widgets are the primary way to connect your existing website to Financely without rebuilding it.

## The three tabs

<CardGroup cols={3}>
  <Card title="Design" icon="pencil">
    Build and configure your widget — add pages, blocks, and fields. Available once you select or create a widget.
  </Card>

  <Card title="Share & Embed" icon="code">
    Get the embed script or shareable link to put the widget on your website. Available once a widget is selected.
  </Card>

  <Card title="Automations" icon="bolt">
    Connect webhooks, Zapier, and Google Sheets to your widget submissions. Always accessible.
  </Card>
</CardGroup>

<Note>
  The **Design** and **Share & Embed** tabs require a widget to be selected first. If no widget is selected, they are locked. Click a widget from the grid or create a new one to unlock them.
</Note>

## Widget lifecycle

```
Create widget → Build pages & blocks → Publish → Copy embed script → Paste on website → Receive leads
```

1. **Create** — give the widget a name
2. **Build** — add pages and input blocks (text, email, phone, select, etc.)
3. **Publish** — make the widget live (draft widgets do not accept submissions)
4. **Embed** — copy the script tag from the Share & Embed tab and paste it on your site
5. **Receive leads** — every submission creates a lead in Financely automatically

## Managing multiple widgets

The main Integrations view shows a grid of all your widgets. Each card displays the widget name and its current status (Published or Draft). Click any card to open and edit that widget. Use the **Create New** tile to start a blank widget.

## Next steps

<CardGroup cols={2}>
  <Card title="Build a widget" icon="pencil" href="/user-manual/integrations/widget-embed">
    Step-by-step guide to building, publishing, and embedding a widget on your website.
  </Card>

  <Card title="Set up automations" icon="bolt" href="/user-manual/integrations/automations">
    Connect webhooks, Zapier, and Google Sheets to receive submission data in other tools.
  </Card>
</CardGroup>