If you want to engage your subscribers, SalesAutopilot is a great choice. Connecting it to an OptiMonk campaign takes a few steps: everyone who fills out your popup form is sent to the SalesAutopilot list and form you picked.
Before you start: you need a campaign in OptiMonk (the popup has to be built, because the field mapping is read from the input fields of your popup) and a SalesAutopilot account you can log in to.
Connect SalesAutopilot to your campaign
Open Campaigns in the left menu and click the campaign you want to use with SalesAutopilot.
Open the Integrations tab of the campaign.
Click Add integration. If this is your first one, the same step is offered as Connect your email or SMS tool.
Provider step: pick SalesAutopilot from the provider list. If the list is long, type into the Search providers… box. Accounts you have already connected are listed at the top, under Your connected accounts — pick one of those and you skip straight to the settings.
Account step: fill in the Username and Password of your API key (see the next section — these are not your SalesAutopilot login details). You can also give the connection a name (Name (optional)) so you recognise it later. Click Connect.
Settings step: pick your List first, then the Form you want to use from that list. The Form select only loads once a List is selected. Click Continue.
Field mapping step: match the input fields of your popup with the field identifiers on your SalesAutopilot form (see below), then click Save integration.
That's it. Whenever a visitor signs up through your popup, they are sent to your SalesAutopilot list.
Draft vs. live: if the campaign has not been published yet, the integration is shown with a Draft pill and the note Saved as draft — it goes live when you publish the campaign. On a published campaign the integration is applied right away and shows as Active.
Where to find the SalesAutopilot credentials
Keep the OptiMonk window open and log in to your SalesAutopilot account in a new window.
Click Settings at the bottom left, select Integration, then API keys from the dropdown menu.
If you do not have an API key yet, click Add API key in the top right.
Copy the two values into OptiMonk:
Username — Generate (or view existing) API keys in Settings → Intergations → API keys. API keys have a username that is also displayed on this page.
Password — Password is the API key itself found in Settings → Intergations → API keys like 4ac32444c04412bfd5d68f2e7d17dd44863.
Field mapping
The mapping table has two columns: Popup field on the left (every input your popup collects) and SalesAutopilot field on the right — the identifiers of the form you selected. OptiMonk pre-fills the mapping with its own suggestions, so in most cases you only need to check it.
The email field is fixed — it always maps to SalesAutopilot's
email.Pick Don't sync for any popup field you don't want to send.
Under Static fields you can send a fixed value with every submission (for example a campaign name). Click Add static field, type the value on the left, and choose the SalesAutopilot field on the right.
Only the input fields that are actually on your popup appear on the left. If you want to collect something new, describe it to the AI on the popup (for example "add a phone number field under the email input") and it rebuilds the popup with that field; then come back to the Integrations tab and click Edit mapping.
Change or remove the integration
The Integrations tab lists every integration on the campaign with its list name.
Change list / Edit mapping reopens the wizard at that step — this is also how you switch to another list or form.
Remove takes the integration off this campaign: Remove from this campaign? The account connection stays and can be added again. Your SalesAutopilot credentials are not deleted, so you can reuse them on another campaign.