By Andie Suggs

updated 5 months ago

Step 1: Authenticate and Authorize via the API Token

  • Within the app, go to Settings Integrations

  • Turn on the Integration switch.

  • Click Yes 

  • Enter your API key and choose whether to Sync Leads Automatically or Manually (explained further in the next step)

  • The integration switch will turn green after a successful connection 

Step 2: Send Leads to

There are two different ways to send leads to

  • Send leads “Automatically“:

Choose “Automatically” for the lead-syncing preference in Step 1. This sends ALL NEW leads to

  • Send leads "Manually":

This is useful when:

  • You only want specific lists to go to

Go to Leads Choose the list > List Options > Send To >

  • To select individual leads to send to

Go to Leads Choose the list > Select contact(s ) > List Options > Send To >

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