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Zipify Pages Quick Start - Follow these steps FIRST.
2. Zipify Pages: Connecting Your CRM

2. Zipify Pages: Connecting Your CRM

Learn how to connect one, or multiple, email CRMs for Lead collection
Brittany avatar
Written by Brittany
Updated over a week ago

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Supported CRM systems

The Zipify Pages application currently provides you with the built-in ability to connect the following CRM/marketing automation systems to collect customer/leads information on pages you create: 

  • Active Campaign
  • Aweber
  • MailChimp
  • Klaviyo
  • Infusionsoft
  • Ontraport
  • Drip
  • ConvertKit
  • GoToWebinar

For help with finding your API Key see the "How do I find my API Credentials" section at the bottom of this article.

Note: If a site visitor navigates to page via a link that contains your store's sub-domain and submits the opt-in form, this visitor will not transmit to your CRM, because there are no redirects happening between your sub-domain and primary domain.

What we suggest is to go to Online Store > Domains of your Shopify admin and click the "Redirect all traffic to primary domain" option there to ensure that your primary domain is used at all times.

Connecting a CRM system

To connect one or more of your supported CRM systems, go to Settings > CRMs:

Enter your API credentials into the appropriate fields and then click the Connect button next to the desired CRM system to connect it:

If you want to switch to a different account for the same CRM system, then click on the Disconnect button and repeat the process described above.

Setting up an Optin Form to collect Leads

When a CRM system is connected to the Zipify Pages app, you can then use the built-in optin forms to collect your site visitor's information in your CRM system for email and marketing purposes.

There are two types of optin forms available:

  • On-page optin forms - Found in the Video, Images, CTAs and Content sections of page blocks.
  • Lightbox Popup optin forms - Available in the Destionation > CRM section for any Button or Image element included in page blocks (excluding Buy Box blocks)

Note: Time is needed for the collected information to pass into your CRM system. In order to optimize the server load, Zipify Pages executes a sync job every minute.

This means that the collected information will get passed to your CRM system with a lag of 0-1 minute, depending on when the form was submitted by your site visitor. 

Example: How the lightbox optin form is shown to your visitors

How to find or create your API credentials

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