How to Connect Sendlane as Data Destination
The integration will allow you to add and delete contacts in Sendlane, as well as unsubscribe contacts based on data from other systems. For example, you can transfer contact details from your website, landing page, or Google Sheets to Sendlane to add a contact. Integration will allow you to automate the data processing process as efficiently as possible using the different services that you use.
Let's go through the entire Sendlane setup steps together!
Navigation:
1. What will the integration with Sendlane do?
2. How can I connect my Sendlane account to ApiX-Drive?
3. How to set up data transfer to Sendlane in the selected action?
4. An example of the data that will be sent to your Sendlane.
5. Auto-update and update interval.
Once you've set up a Data Source system, such as Google Sheets, you can set up Sendlane as a Data Destination.
To do this, click "Start configuring Data Destination".
Select the system as Data Destination. In this case, Sendlane must be specified.
Next, you need to specify an action, for example, "Add CONTACT".
- Add CONTACT - the ApiX-Drive system will add a new contact in your Sendlane account based on the data from the Data Source section.
- Delete CONTACT - the ApiX-Drive system will delete contact in your Sendlane account based on the data from the Data Source section.
- Unsubscribe CONTACT - the ApiX-Drive system will unsubscribe contact in your Sendlane account based on the data from the Data Source section.
The next step is to select the Sendlane account to which will get the data.
If there are no accounts connected to the ApiX-Drive system, click "Connect account".
In the window that opens, you must specify your API key from Sendlane.
After that, the page will reload and the saved account will be automatically selected.
The API key is located in "Settings" under "API" in your Sendlane account. If there is no generated API key, click API Token, provide a name, and click Create. Copy your API key and paste it into the appropriate field in your ApiX-Drive account.
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this login!
Now you need to set up the connection of the fields of the Data Source using the example of Google Sheets with the corresponding fields in Sendlane.
First, select the list to which new contacts will be added.
In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the drop-down list.
Now you can see the test data.
If you want to send test data to Sendlane in order to check if the settings are correct, click "Send test data to Sendlane", confirm by email the subscription to get the mailing and go to your Sendlane to check the result.
Note! After sending the test data, an email will be sent to the specified email with a confirmation of the subscription to get the mailing, confirm it.
The contact will be added to the Sendlane list only by email subscription confirmation.
If you want to change the settings - click "Edit" and you will go back one step.
If everything suits you, click "Next".
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the scheduled launch to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
In order to perform a one-time operation of the connection, click on the icon in the form of an arrow.
This completes the setup of Sendlane as a Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!