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Sync contacts to ConvertKit

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To sync the contacts captured by your Privy Convert displays to your ConvertKit account, you must link (integrate) the two accounts and add automation rules to your displays. 

Link the accounts

To link your Privy account with your ConvertKit account:

  • In Privy, click the Account option from the navigation. Your business name appears there. 
  • Select the Integrations option from the dropdown menu.
  • Scroll down to the Available Integrations section and select the ConvertKit option. 
  • Enter your credentials in the prompt and then select Link Account. You can find your API-related information on your ConvertKit Account page. 

Available_integrations.png

All set! ConvertKit should now appear as a linked account in the Authorized Accounts section. Time to add some automation rules. 

Add an automation rule

Note: These settings must be set for each display individually. 

To add an automation rule to a display so that the collected contacts sync to ConvertKit:

  • Navigate to Convert > All Displays. 
  • Select the display you'd like to sync and navigate to the Follow-up step of the display builder. The selected display must include a form to sync contacts. 
  • Click the Sync signups button, select ConvertKit from the dropdown menu, configure the presented options, and Save. 

Sync_signup_options.png

This display's signups will now sync to ConvertKit. Click on the Sync signups button again to sync contacts to additional services or lists. Check out this guide for more information on automation rules and how to troubleshoot common sync issues. 

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