Sales Autopilot integration

If you want to engage your subscribers, Sales Autopilot is a great choice. You can set up an integration between Sales Autopilot and OptiMonk with just a few steps!

  1. First, log in to your OptiMonk account at https://app.optimonk.com/. Select Campaigns on the left, then click on the Campaign you wish to use for Sales Autopilot integration:



  2. On the next page, click Edit settings on the right:



  3. Click Add new integration under Add integration:



  4. Select Sales Autopilot from the list:



  5. To fill out these fields, we will need to get the relevant data from your Sales Autopilot account:


    Keep this browser window open, and open Sales Autopilot in a new window.

  6. Log in to your Sales Autopilot account, click on Settings on the left, then click on Integration:



  7. Select Api keys from the dropdown menu:



  8. If you do not have an API key yet, click on Add API key:



  9. Next, we will need to copy the Username and Password to the OptiMonk window. It should look something like this:


    Once you have copied the fields, give a name to the Integration, and click Done.

  10. You will have a chance to select your list in the next step:



  11. After you have selected the List and Form you want to use, you will have a chance to associate the input fields of your OptiMonk Campaign with the field identifiers on your Sales Autopilot form:


    Once you have set up the fields, click Done and Next in the top right corner to finalize the changes.
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