1 Overview
2 Connecting your Integrate Account
3 Field Mapping
4 Adding More Sources Under the Same Connected Account
5 Syncing Leads from a Capture Form
6 Duplicate Management
7 Logs
8 Removing your Integrate Account

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.

To add an Integrate source, click ‘Add account’.

Enter your Organization ID, API Key and Source ID, then name your event and click ‘Refresh Sources'.

The API Key is the bearer’s token (without the “Bearer “ text at the start).

A connection has to be made for each source, meaning this set up is done once per event. You will be able to clone connections using the same Org ID and API Key, just changing the Source ID and Event Name.

Select the desired source from the 'Source Id' drop-down.

Add an 'Event Name' for your connection. This can be whatever you want. The name will appear when setting up your capture form to sync leads to integrate.

Click ‘Save’.

Your Integrate account is now connected!

You can easily connect other sources by cloning the existing connection. Refer to Adding More Sources after Field Mapping.

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).

Adding More Sources Under the Same Connected Account

To connect other sources in the future, click on the drop-down of an already connected account and click ‘Clone’.

The connection pop-up will be pre-filled with the Organization ID and API Key, allowing you quickly select another source ID.

The cloning pop-up will also allow you to clone field mapping from previous sources, this will work if you have the same fields in the other source you are connecting.

Alternatively, to connect more accounts or sources, click the ‘Add account’ button again.

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.

Do not forget to make sure your Capture form fields are mapped to the Captello fields that are mapped to your Integrate fields on the Connectors page.

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’

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 field values match a record that exists on Integrate, it will count as a duplicate, and the sync action will be skipped.

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.