Overview
The Integrate connector allows you to send your leads directly to Integrate, for seamless flowing into Integrate’s marketing automation.
Connecting your Integrate Account
Navigate to ‘Setup > Integrations > Connectors’, and scroll down to the ‘Integrate’ connector.
Click ‘Add account’.
Enter your Organization ID and API Key, then click ‘Save’
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Your Integrate account is now connected! |
To connect more accounts, click the ‘Add account’ button again.
Field Mapping
To map Captello fields to Integrate fields, click drop-down on the desired account and click ‘Map Lead Fields'.
Click the “+” and “-” buttons to add or remove fields. Select fields from the drop down (Captello fields are on the left and Integrate’s fields are on the right).
Syncing Leads from a Capture Form
To set up your capture form to sync leads to Integrate, a fulfillment or automation action is required. In the following example, a submission action is used to sync all submitted leads to Integrate.
Click on the gear icon inside the capture form and select ‘Actions (Submission)’.
Select the action ‘Sync to Integrate’.
Select your account, and click ‘Save’
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Your capture form is now set up to sync all submitted leads to Integrate! |
Duplicate Management
Integrate uses a combination of ‘First Name’, ‘Last Name' and ‘Email’ to detect duplicates. If all 3 fields match a record that exists in Integrate, it will count as a duplicate, and the sync action will be skipped.
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By default, Captello forms do not allow submitting the same email twice, unless the form’s duplicate management setting is to ‘Accept’, from the Capture Form’s properties.  |
Logs
Logs show you the status of syncing each lead, it will also show errors if any have occurred during the sync process.
To access logs, navigate to ‘Setup > Integrations > Connectors’, click the drop-down on the desired account and click ‘Logs’.
Removing your Integrate Account
To remove an Integrate account, click on the drop-down of the desired account and click ‘Revoke’.
Then click ‘Yes’ on the confirmation pop-up.
