CRM Integrations

Mailchimp Integration

The goal of the integration is to sync your Customers.ai leads data (such as name, email, phone number) with Mailchimp audience. To create an integration follow the steps: Navigate to INTEGRATIONS on…

Raquel Bartolome
Updated by Raquel Bartolome

Klaviyo Integration

Log in to your Klaviyo account and open Settings -> Account -> API keys ( or follow this link ). Click Create Private API Key. Select Custom key and assign Full Access to List, Profiles API Scopes. I…

Inga Supranovich
Updated by Inga Supranovich

Sendlane Integration

Sendlane is an email and SMS marketing automation platform designed to help ecommerce businesses engage with their customers through targeted email and SMS campaigns. Customers.ai's anonymous visitor…

Alex Harashchuk
Updated by Alex Harashchuk

HighLevel Integration

What Is Customers.ai for HighLevel? Customers.ai Website Visitor Identification & Remarketing platform integrates directly with the HighLevel full-suite agency CRM and marketing platform.

Virginia Nussey
Updated by Virginia Nussey

Google Sheets Integration

Export the data you collect from leads to Google Sheets using our native Google Sheets Integration. The integration provides you with an ability to save customers data from Customers.ai to Google She…

Raquel Bartolome
Updated by Raquel Bartolome

JSON Webhooks

If you need to post data from Customers.ai directly to 3rd party system (which might be the custom CRM) Connections can be used. Customers.ai will POST data to the Webhook and here are recommendation…

Inga Supranovich
Updated by Inga Supranovich

Integration via Shopify's Custom API

Click on each of the STEP below to see the detailed instructions. Keep a COPY of your ADMIN API Access Token IMMEDIATELY after creating the App since it can only be revealed ONCE. Step 1: Log in to y…

Raquel Bartolome
Updated by Raquel Bartolome

Connect Your Salesforce Account

Click on each item for detailed instructions. Add a Salesforce Account Under INTEGRATIONS, go to CRM CONNECTIONS and click Add a Salesforce Account. A login screen will pop-up where you need to enter…

Raquel Bartolome
Updated by Raquel Bartolome

Connect to Applications via Zapier

Zapier is a powerful automation tool that allows you to connect different apps and automate tasks between them without writing any code. Get your unique API key for Zapier under INTEGRATIONS > CRM CO…

Raquel Bartolome
Updated by Raquel Bartolome

Customers.ai ROI custom report in Klaviyo

Click on each item for detailed instructions. Access Custom reports on the main dashboard and Create a report from scratch. Go to Analytics > Custom Reports from the main dashboard and select Create…

Raquel Bartolome
Updated by Raquel Bartolome

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