Sendlane Integration

Owned by Jose Manuel Alcala Guzman (Deactivated)
Last updated: Feb 28, 2023 by Carlos Lizaola (Unlicensed)
3 min read

Purpose:

The purpose of this walkthrough is to help you integrate Sendlane into your CRM. 

Pre Requisites:

  • Sendlane shop page

  • WF CRM 

  • Security Keys 

 

1 - We assume that you already have a account created with Audience List on Sendlane

 

 

2 - We need to create an API key, for this we go to  Settings > Account > API pess API TOKEN button

 

 

 

 

3 - Select the API Keys name  and then press the button to create 

 

4 - copy the access token and save it in a safe and easily accessible place we will use it later

 

 

 

5 - copy and have the api key handy

 

 6 - Now we go to the WebforceIO CRM Integrations module

 

 

 

 

 

 

 

 

 

 

7 - We search by the name of Sendlane and press configure

 

 

8 - We fill out the form to create the integration

  8.1 - We place an alias to identify the integration.

8.2 - We place the Auth Token that we created in the Sendlane account.

  8.3 - We place the API Key that we created in the Sendlane account.

8.4 - We select the default user that will receive notifications of any failure in the  integration with SendLane.

8.5 - We press save

 

 

 

 

 

9 -  In the edit window we complete the advanced configuration of the integration

9.1 - Tag Prefix: is the prefix with which the tags coming from the CRM will be identified.

9.2 - Tags: the list of default labels that the leads coming from the CRM will carry.

9.3 - List: the list of members to which the leads will be added (this must be created in the sendlane panel).

9.4 - Product Tags: in this section you can control the type of labels that will be added to the lead coming from the products.

9.5 - Repeated tags: In this section you can control the type of labels that will be added to the lead coming from the transactions and if you want the labels to be repeated.

9.6 - Enable: Here you can activate or deactivate the integration.

9.7 - Press Save to save the changes.

 

 

 

10 - In the notifications tab we control the events that will trigger the sending of the lead or the labels to SendLane

 

 

11 - From the chat bubble you must write to the sendlane support team and ask them to deactivate the Double Opt-In option so that each user is automatically added to each list and does not have to validate their email