AgencyHandy CRM / Autoresponder Integration

Modified on Wed, 11 Mar at 4:34 PM

00:00: This tutorial guides you through connecting AgencyHandy autoresponder in FlexiFunnels.

00:06: You will learn how to add and configure your AgencyHandy autoresponder account settings.

00:12: Click Settings icon from the FlexiFunnels dashboard where you can manage your settings and integrations.

00:18: Click "Add Autoresponder" to begin setting up a new autoresponder integration within your account.

00:25: Click "Connect" to begin linking your AgencyHandy autoresponder account with Flexifunnels.

00:32: Click "Settings" to access the configuration options for your autoresponder integration.

00:37: Click "Enter Account Name" to specify the name associated with your autoresponder account.

00:43: Fill "the account name to identify your autoresponder within FlexiFunnels.

00:48: Click "Enter API Key" to input the authorization key required for connecting your autoresponder.

00:55: Fill your API key to authenticate and enable communication between FlexiFunnels and AgencyHandy autoresponder service.

01:03: To Access and Copy the API Key in the AgencyHandy Autoresponder Account.

01:08: Click Workspace Config to Access the API Key in AgencyHandy Autoresponder Account.

01:15: Click "API Key" to navigate to the section dedicated to API key management within the workspace configuration.

01:23: Click "Generate New API Key" to start creating a new API token for your workspace integration.

01:30: Click "Token Name*" to focus on the input field where you will specify the name for your new API token.

01:37: Fill the token name to identify this API key clearly for your integrations.

01:42: Click "Generate" to create the API key using the specified token name.

01:47: Copy the API Key and paste it into the FlexiFunnels Autoresponder Settings.

01:54: Click "Connect" to finalize the integration and activate your autoresponder within FlexiFunnels.

02:00: Now, let’s connect AgencyHandy Autoresponder to your page form.

02:05: Click "Open Project" to access your project dashboard in FlexiFunnels.

02:10: Click the area that opens the page editor where you want to collect leads.

02:15: Click the form element on the page to select it for further configuration.

02:20: Click here to continue to the next configuration step within FlexiFunnels.

02:26: Click the form options area to reveal additional settings.

02:30: Click "Connect here" to link your form with the project for data integration.

02:35: Click "Settings" to access the configuration options for your form connection.

02:40: Click "Enable the form connection to allow data to be passed successfully."

02:45: to activate data transfer.

02:47: Click "Save" to apply and store your form connection settings.

02:51: lose the settings window and return to the main project interface.

02:56: Click "Publish" to make your project live and accessible to users.

03:01: You have successfully connected, your agency handy. Auto responder to flexi funnels by adding and configuring your account details.

03:08: You can now automate, your email campaign seamlessly.

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