サポートページ How do I integrate my vCita account with Benchmark Email?
How do I integrate my vCita account with Benchmark Email?
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更新日 9月 9, 2019
With our vCita integration, you can automatically add your customers and leads who have engaged with you via the vCita platform to a Benchmark Email list. Create and automate customer journeys from the moment a contact is added to your list.
Before integrating, please make sure you have a premium or higher account with vCita.
- Log into your Benchmark account, select Integrations from your Username.
- Then select the vCita integration option.
- Add your vCita API Key
– Steps to get API Key from vCita
- Login to your vCita account on their website.
- Select Settings in the left-hand menu.
- Click on Integrations.
- Then use either Zapier or Webhooks API Key (they are the same)
- Go back to your Benchmark account and paste in your vCita API Key.
- Then click on Save and Next
- You will now need to select or create the list you want your contacts imported to. Click Save and Next
- Now map your List fields accordingly, when done click Save and Next
Your contacts will now be imported. Please allow a few minutes to see all of your contacts in the assigned list.
Note: Since this is a one-time integration if you need to import more contacts at a later time, you will have to repeat the process. However, when you go to integrate again, you can choose the previous connection or create a new one.
If you have any questions regarding this integration, please feel free to contact our support team via Email, LiveChat or Phone.
Previous Site
- Log into Benchmark Email
- Select Integration from the User Menu at the top-right of the page
- Scroll to the bottom of the page and select View More
- Go to the vCita integration option
- Login to your vCita account on their website
- Select Settings in the left-hand menu
- Click on Business Info
- At the bottom of the page, you’ll see your API Token (please note this is only available with a Premium vCita account).
- Copy the API Token and go back to your Benchmark account to paste it where prompted
- Select the list (or create a new one) to which you would like to add contacts and click Save & Next
- Map vCita Fields according to the data fields in your Benchmark Email list
- Click Save & Next