Convert Pro offers seamless integration with SendGrid. This means that you will be able to collect and capture lead data using a Convert Pro form and save and manage them within SendGrid. You can connect Convert Pro with SendGrid by following the steps below.
Before we move on to the integration, you need to be sure that you have installed and activated the Convert Pro Connects Addon. This addon is responsible for all the integrations with the third party email marketing softwares.
Step 1 -> Create a Call-to-Action
Step 2 -> Design it as per your needs
Step 3 -> In the editor, move to Connects
Step 4 -> Select SendGrid
Step 5 -> Authenticate your SendGrid account.
You are asked to enter your SendGrid API Key. These are needed to authenticate your account so that Convert Pro can send lead data into the respective list.
Not sure of where you’ll find this? Here is an article that will tell you more. After login into it navigate to Settings->API keys. Here you can create the API Keys.
Note: Make sure you save the API key in a text document on your system. This is because you won’t be able to access it again due to some security constraints set by SendGrid.
Step 6 -> Select a list
Select the list you wish to integrate with.
Note: In case you have more than one field, you will be taken to another step where you’ll be asked to map the fields in your Convert Pro form with those in the SendGrid list. The email field is mapped by default.
Step 7 -> Save your settings and you are done!
All the leads you capture through this call-to-action will now be stored in the SendGrid list that you just selected.
Need help? Get in touch!