Convertful Knowledge Base Integrations Connecting and Managing Integrations

Connecting and Managing Integrations

Connecting Integration #

To connect a new integration, go to your site's Integrations tab, press the Add Integrations button and choose the integration you need via its logo: 


Each integration got its own set of data needed to establish the connection. Follow our illustrated guides on connecting the one you need. 

To remove an integration, open your site's Integrations tab and press the Actions icon:


Integration Settings #

Depending on the integration, its settings may include two core options: 

  • Default setting for adding subscribers
  • Custom fields


Default setting for adding subscribers #

As you already know from the relevant article, you can send data to integration when editing your widget's button and its actions.

With integration Default Settings, you can specify the most used list, tags (and similar settings) and you'll be able to use them inside your widget with a single action - 'Add with default settings'. 


This is an alternative to creating separate actions, for adding to the list or applying tags that you use for most of your widgets: 


Custom Fields #

When you edit input fields of your widget and add a new custom field - this field got a Name:


Not all integrations allow using this 'Name' field as is inside the list, and send such field's value to a certain field in the list defined by initial 'Name'. Custom fields settings inside integration are displaying which Convertful field (defined by 'Name') will go to which integration field: 


By default, you don't need to specify this equation - it forms automatically. However, you can use it to force certain Convertful fields to use other custom fields in the integration by specifying them manually. Note, that this is a site-wise option and will affect all widgets using this integration on this site. If you want to apply this change for a certain widget only, make sure you're specifying a unique 'Name' for Convertful field first - this way it will create a new row in integration's Custom Fields settings and allow you to specify unique equation.