CRM Integration Setup

NanoSeal NB Surface Intelligence can route leads to external systems using environment variables.

Top priority: Teams email connector

The first live routing target is a Microsoft Teams channel email connector. Set the destination email in your Vercel environment variables to send plain-text lead notifications directly to your Sales channel.

How it works

1. Get Teams channel email address (Channel options > Get email address)
2. Set LEAD_NOTIFICATION_EMAIL_TO to that address in Vercel
3. Set LEAD_NOTIFICATION_EMAIL_FROM (e.g. leads@nanosealnb.ca)
4. Set RESEND_API_KEY or configure SMTP env vars
5. Redeploy → visit /notification-test to send a safe test lead

Email notification environment variables

These env vars control where and how lead notifications are emailed. All optional — the app works without them.

LEAD_NOTIFICATION_EMAIL_TO

Destination email (use your Teams channel email connector address)

LEAD_NOTIFICATION_EMAIL_FROM

Sender email (defaults to leads@nanosealnb.ca)

RESEND_API_KEY

Resend API key for email sending (recommended over SMTP)

SMTP_HOST

SMTP server hostname

SMTP_PORT

SMTP server port (e.g. 587)

SMTP_USER

SMTP username

SMTP_PASS

SMTP password

SMTP_SECURE

Set to "true" for SSL port 465, omit for STARTTLS on port 587

Security warning: Do not commit Teams channel email addresses, SMTP passwords, or API keys to GitHub. Use Vercel environment variables only.

Lead payload structure (for webhooks)

Each webhook receives a JSON object with these fields:

{
  "name": "string",
  "email": "string",
  "phone": "string",
  "company": "string",
  "role": "string",
  "organizationType": "string",
  "leadType": "string",
  "source": "string",
  "interest": "string",
  "urgency": "string",
  "pilotInterest": "string",
  "portfolioSize": "string",
  "budgetRange": "string",
  "region": "string",
  "cities": "string",
  "surfaceConcerns": ["string"],
  "message": "string",
  "selectedPackage": "string",
  "leadScore": 0,
  "leadQuality": "string",
  "recommendedFollowUp": "string",
  "utmSource": "string",
  "utmMedium": "string",
  "utmCampaign": "string",
  "capturedAt": "ISO timestamp",
  "source": "building-passport",
  "environment": "production"
}

Setup checklist

1Get your Teams channel email address (Channel options > Get email address)
2Set LEAD_NOTIFICATION_EMAIL_TO in Vercel project environment variables
3Set LEAD_NOTIFICATION_EMAIL_FROM (e.g. leads@nanosealnb.ca)
4Set RESEND_API_KEY or configure SMTP_* env vars
5Redeploy the project on Vercel
6Visit /notification-test and send a safe test lead
7Confirm the Teams channel receives the lead notification
8Leads also appear in /leads-demo regardless of email config

Test your routing

Send a test lead through the notification pipeline to verify Teams email delivery.

Test Email Notification View Leads Dashboard

Future routing targets

Additional webhook integrations are planned but scoped as future work until NanoSeal NB creates a dedicated Surface Intelligence pipeline in each platform.

GHL_WEBHOOK_URL

GoHighLevel pipeline routing — future work

TEAMS_WEBHOOK_URL

Teams adaptive card webhook — future work (email connector is the current Teams integration)

LEAD_WEBHOOK_URL

Generic webhook for Zapier, Make, n8n, or custom endpoints — future work