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CRM

Iterable

Follow the below steps to connect to the Iterable API.

Step 1. Create the Integration

  1. Navigate to FormieSettingsCRM.
  2. Click the New Integration button.
  3. Select Iterable as the Integration Provider.

Step 2. Connect to the Iterable API

  1. Go to Iterable and login to your account.
  2. In the top menu, click Integrations and API Keys.
  3. Click on the New API Key button.
  4. Enter a Name and select Server-side for the Type.
  5. Copy the API Key from Iterable and paste in the API Key field in Formie.

Step 3. Test Connection

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar.

Step 4. Form Setting

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.