Integrations | ConvertKit

In this article, we'll walk you through getting ConvertKit connected with GroupTrack CRM.

Before you begin...

1. To set up syncing with ConvertKit, you will need to provide your API Key and Account Username. To get these, go to Settings -> Advanced within ConvertKit.

2. Once you have the Advanced Settings menu open, scroll down to the API section to find your API key and your API Secret key. You can use the copy symbol to the right of the API key to copy the key to your clipboard. You may need to click "Show" to display your Secret Key.

How to set it up:

1. Go to the Pipeline you want to add the Integration to. Integrations are configured independently for each Pipeline

2. Click on the "Integrations" tab on the left

3. Click either "Add Your First Integration", or "Add New Integration" to begin adding a new Integration, and pick ConvertKit from the dropdown list

4. Enter your ConvertKit API Key and Secret Key and click Next

5. Pick the Form you want to sync with GroupTrack

6. Confirm that you will only be syncing Contacts who have email addresses in GroupTrack (required)

7. Click the button to allow GroupTrack to confirm or create a "GroupTrack CRM Link" Custom Field in ConvertKit. This field will be populated with the GroupTrack CRM Contact profile URL as a convenience to link back to the profile directly.

8. Select what you want to sync (we recommend everything, but you can pick what you want), and then click Save Integration

9. If you already have contacts in this pipeline that you want to have pushed over to ConvertKit, click Run Full Sync

Options for what gets synced

Group Additions: When Members are added to GroupTrack, they will be synced to ConvertKit

Info Updates: When you edit a Member's email or phone number, a sync will be initiated to ConvertKit. This will only apply to new email address additions (see note below).

Tags: When synced Tags are added or removed in either GroupTrack or ConvertKit.

Important! After a Subscriber has been synced with an initial email address, changing that email address in GroupTrack will NOT update the email address in ConvertKit. You will need to make that change in both places.