31 articles
Connect your tools
Understand connections, identity, and verified data synchronization.
Topics in this area
Email platforms and CRMs
18 articlesConnect each supported provider and verify its data path.
Analytics and app integrations
4 articlesForward events and embed connected app content.
More articles
9 articles
How integrations and answer sync work
You'll see how your website can use what you already know about a contact and save new answers back to your email platform.
Map answers to contact fields and tags
You'll save visitors' answers to your email platform or CRM, so you can use what they tell you in your follow-up.
Map lead attribution to contact fields
You'll save campaign details and the original referrer to contact fields, so you can see where your leads came from.
Map several questions to provider fields
You'll map a flow's questions to contact fields in one go, so you can use visitors' answers in your email follow-up.
Protect lead submissions with Turnstile
You'll add Cloudflare Turnstile to check lead submissions for bots before RightMessage sends them to your email platform or CRM.
Verify a new connection or replacement API key
You'll test a new signup and an existing contact, so you know your connection saves answers and updates the right records.
Integration connection and history reference
You'll find the controls for your integration's credentials, connection status, request history, cached fields, and dependent forms and questions.
Direct integrations, webhooks, and unsupported providers
You'll learn when to connect your email platform directly and when to send form data to Zapier, Make, or another service with a webhook.
Integration permissions and sync questions
You'll find answers about sync permissions, compatible fields, contact creation, and what to check when an update hasn't arrived.