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 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 Where would you like to send the subscribers and campaign data?:


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 bottom left, then select Integration, then select API keys from the dropdown menu:


7) If you do not have an API key yet, click on Add API key in the top right:


8) Next, we will need to copy the Username and Password to their respective fields in the OptiMonk window. It should look something like this:

mceclip12.pngOnce you have copied the fields, give a name to the Integration, and click Done.

9) You will have a chance to select your list in the next step:


10) 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.

That's it! :) If you have any further questions or need any help, just let us know at and we would be happy to assist you :)

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