How to: Integrate ZBS CRM with ConvertKit

Mike wrote this on July 6, 2017

ConvertKit is super easy to use email marketing software. When you’re running your own CRM if you’re not also using marketing software then you’re missing a trick. A BIG TRICK.

So, you’ve got your Zero BS CRM setup and are adding leads and customers left right and centre. What would be great is if you can add the customers and leads to your ConvertKit lists.

Step 1: Download and Install the ConvertKit extension

You can download and install the ConvertKit extension from here. One you’ve installed and activated the extension, setting up your ConvertKit Settings is a piece of cake.

Step 2: Enter your ConvertKit API key into the settings

You find your ConvertKit API key in your ConvertKit Account.

Step 3: Choose which form, sequence or tag you want

Decide where you want your subscribers to be subscribed to after you’ve added a new contact in your CRM. Once you’ve set the settings page any new contacts you add will be added to your ConvertKit account.

What else do I need to know?

This is a super simple integration to start adding your Zero BS CRM customers to your ConvertKit list. It’s important to consider double opt ins for people who you add via the API 🙂

That’s all for this integration post. If you have any other integrations you’d like to see, drop us an email.

Posted July 6, 2017

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