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