Integrations
Add leads to your newsletter
You can add leads to your mailing list automatically. It’s part of the Pro plan, and an owner or admin needs to set it up.
Who gets added
Only new leads who do both of these:
- Tick Send me occasional offers and tips on your estimator.
- Press the button in the confirmation email we send them.
Asking for a price isn’t permission to send marketing emails, and anyone can type someone else’s address into a form. Confirming proves it’s really them. The link works for 30 days, and you’ll see on the lead when they confirm.
Leads from before you connected aren’t added.
Connect it
- Go to Integrations and find Add leads to your newsletter.
- Choose your tool.
- Follow the steps on the page, then paste in your details.
- Click Connect.
- Click Add my email as a test, then look for your own email address in your tool.
Your key is stored encrypted, and we never show it again.
What each tool needs
| Tool | What you need | What arrives |
|---|---|---|
| Mailchimp | API key and Audience ID | Their email and name |
| Brevo | API key and list ID | Their email and name |
| MailerLite | API token and group ID | Their email and name |
| ActiveCampaign | API key, account name and list ID | Their email, name and phone |
| Mailjet | API key, Secret key and list ID | Their email and name |
| Campaign Monitor | API key and list ID | Their email and name |
| Klaviyo | Private API key and list ID | Their email |
| Loops | API key, and a mailing list ID if you use one | Their email and name |
| beehiiv | API key and Publication ID | Their email |
ActiveCampaign is listed under your CRM as well. Connect it here to subscribe people to a list, or there to add every lead as a contact.
AWeber and Zoho Campaigns aren’t available yet.
Good to know
- Double opt-in: leave it off in your tool. We’ve already confirmed them, so otherwise they’d be asked twice.
- Unsubscribes: Mailchimp, Mailjet, Campaign Monitor, Loops and beehiiv keep someone unsubscribed if they’ve left your list. In ActiveCampaign and Klaviyo, ticking the box on a new enquiry subscribes them again.
- Campaign Monitor: we tell it these subscribers haven’t agreed to tracking, so it won’t record their opens and clicks.
- beehiiv: new subscribers don’t get your welcome email.
If someone asks you to delete their details
Deleting a lead in RoughFigure doesn’t remove them from your newsletter tool, so remove them there as well. Read more about customer data.
If someone doesn’t appear
Open your tool under Integrations and look at Recent leads. If they aren’t listed, they either didn’t tick the box or haven’t pressed the button in their confirmation email yet. Open the lead to see if they’ve confirmed. Failed shows the reason, with a Resend button.