The Integrations Dashboard is the central location within LiftPilot where you can manage connections between LiftPilot and other external platforms. These integrations are designed to streamline your workflows and enhance the capabilities of your landing pages.
Accessing the Integrations Dashboard
You can access the Integrations Dashboard via the left-hand navigation menu. Simply click on the "Integrations" link in the sidebar.
Types of Integrations
The Integrations Dashboard organizes integrations into different categories:
General: This category includes integrations for general platform functionality, including Google Tag Manager and Salesforce.
Lead Routing: This category features integrations with marketing automation and CRM platforms to help manage how leads generated from your landing pages are processed. The integrations here are Marketo and HubSpot. Forms within LiftPilot are also specifically designed to integrate with HubSpot and Marketo.
Calendar: This category provides integrations related to scheduling and calendar management. The integrations here are ChiliPiper, Calendly, and Reclaim.
While integrations are configured in the Integrations Dashboard, and forms to use with the Lead Routing integrations are created in the Forms Dashboard, you link or implement them on a specific page through the Button component within the Page Editor.
Configuring Integrations
To set up or modify an integration, you need to configure it:
Navigate to the Integrations Dashboard.
Find the integration you wish to configure within its category.
Click the "Configure" button below the integration name.
This action opens a settings modal specific to that integration.
Enter the required information in the fields provided in the modal.
Click "Save Settings" to apply your configuration.
Deleting Integrations
If you need to remove an integration, you can do so from the settings modal:
Open the settings modal for the specific integration.
Click the "Delete Integration" button within the modal.
Using Integrations
Google Tag Manager
Requirements: Google Tag Manager ID
Setup: Configure Google Tag Manager in the Integrations Dashboard by entering your ID.
Behavior: The Google Tag Manager script will be automatically added to all published pages.
Salesforce
Requirements: Username, Password, Client ID, and Client Secret
Setup: Configure Salesforce in the Integrations Dashboard by providing your login credentials, Client ID, and Client Secret.
Behavior: The Salesforce integration will be automatically applied to all published pages.
Marketo
Requirements: Marketo URL and Munchkin ID
Setup:
Configure a Lead Routing integration with Marketo in the Integrations Dashboard.
Create and configure a form in the Forms Dashboard, specifying the form name, integration (Marketo or HubSpot), and Form ID.
Usage:
In the Page Editor, link a Button element to a form.
When setting the Button’s action, select Popup Form.
If no forms are created, the Popup Form option will show “No forms added,” indicating that you must first set up forms in the Forms Dashboard.
HubSpot
Requirements: Portal ID and Tracking Code
Setup:
Configure a Lead Routing integration with HubSpot in the Integrations Dashboard.
Create and configure a form in the Forms Dashboard, specifying the form name, integration (HubSpot or Marketo), and Form ID.
Usage:
In the Page Editor, link a Button element to a form.
When setting the Button’s action, select Popup Form.
If no forms are created, the Popup Form option will show “No forms added,” indicating that you must first set up forms in the Forms Dashboard.
In HubSpot:
You need to use the Embedded form in HubSpot for this to work.
ChiliPiper
Requirements: Account Name and Router Name
Setup: Configure ChiliPiper in the Integrations Dashboard by entering the required details.
Usage: In the Page Editor, connect the calendar integration through the Button component’s actions menu.
Calendly
Requirements: Scheduling Link
Setup: Configure Calendly in the Integrations Dashboard by providing your scheduling link.
Usage: In the Page Editor, connect the calendar integration through the Button component’s actions menu.
Reclaim
Requirements: Scheduling Link and Link ID
Setup: Configure Reclaim in the Integrations Dashboard by providing your scheduling link and Link ID.
Usage: In the Page Editor, connect the calendar integration through the Button component’s actions menu.
By integrating LiftPilot with the tools you already use, you can achieve unprecedented outbound and ABM results. This helps in creating 1:1 web experiences tailored to your audience, automating workflows, and saving time.