Coming Soon
Integrations are currently in development. This page describes the planned functionality.
Connect Stepsies with your existing marketing and CRM tools.
Planned integrations
We’re planning integrations with popular email marketing and CRM platforms:
Email marketing (planned)
- Mailchimp
- ConvertKit
- ActiveCampaign
- Beehiiv
- Kit (formerly ConvertKit)
CRM (planned)
- HubSpot
- Salesforce
- Pipedrive
Automation (planned)
- Zapier
- Make (Integromat)
- n8n
How it will work
- Go to Settings > Integrations
- Select the tool you want to connect
- Authorize the connection
- Map your form fields to the tool’s fields
- Test with a sample submission
Webhooks (planned)
For custom integrations, we plan to support webhooks that send lead data to any endpoint.
Expected webhook payload
{ "email": "[email protected]", "name": "Reader Name", "guide_id": "abc123", "guide_title": "Your Guide Title", "captured_at": "2024-01-15T10:30:00Z", "custom_fields": { "company": "Acme Inc" } }
CSV export (available now)
While integrations are in development, you can manually export your data:
- Go to your guide’s analytics
- Click Export to download a CSV
- Import into your email tool or CRM
Want this feature?
We’re prioritizing integrations based on user feedback. Contact us to let us know which integrations matter most to you.