OttoKit Integration with Convert Pro

Supercharge your lead generation forms and automate it like a pro. This guide will walk you through setting up the OttoKit integration with Convert Pro to make managing workflows a breeze. Connect with 1,000+ apps, and streamline your entire marketing process—no coding or complex setups. Let’s dive in and set it up step-by-step.

Why You’ll Love This Integration

Imagine effortlessly connecting your Convert Pro forms to over 1,000 apps with just a few clicks. That’s what this integration does—it streamlines your lead generation, saving you time and boosting productivity. Here’s why you’ll love it:

• One-Stop Automation: Manage all your workflows under one roof.
• Easy Setup: No tech headaches; it’s as simple as plug and play.
• Endless Possibilities: Integrate with the apps you already use and love.

Prerequisites

Before we begin, ensure you have minimum versions:

• Convert Pro Core: Version 1.7.9 or higher
• Convert Pro Addon: Version 1.5.13 or higher (essential for seamless integration).

Get Started with OttoKit Integration with Convert Pro

Scenario 1: You Already Have a Lead Generation Form

Let’s get that form automated in no time:

• Make Sure the Form is Published: Automation won’t work on drafts, so hit the “publish” button.

• Head to the Automation Tab in Convert Pro.
• Click “Install and Activate” to get the OttoKit plugin if you haven’t already.

• Connect Your OttoKit Account:
  1. Click “Connect with OttoKit”
  2. Sign in with your OttoKit account or create an account—it’s fast and easy.

• Create Workflow:
  1. Hit “Create Workflow” and name the campaign with something you like
  2. Click “Create”.
• Setting up your automation:
  1. The app defaults to “Convert Pro” with the event “Form Submitted”. Just pick the form you want from the dropdown.
• Test the Connection:
  1. Fill out the form to ensure it’s collecting data. All good? Great!
  2. Click “Save” and move to the next step.
• Add Your Integration App:
  1. Choose your app, select the action, and connect it to OttoKit.
  2. Test & Save Again, then Publish the Workflow. Boom! Your automation is live and ready to go.

Scenario 2: Create and Automate a New Lead Generation Form

Note: Before you create a new form, go to your settings and enable the connects section under addons. Read how to enable the addons.

Now, let’s start by creating a form, follow these steps:

1. Create a Lead Generation Form in Convert Pro. To create stunning forms, refer this documentation.
2. Publish the form to enable automation.
3. Navigate to the Connections tab in the form editor.
4. Select the OttoKit Card to add automation.
5. Follow the same workflow steps as in Scenario 1:
6. Create a workflow, select apps, configure, test, and save.

Workflow Customization

You can tailor workflows to suit your needs by adding triggers and actions for the apps you select. For more details on creating workflows, visit the OttoKit documentation.

Support

For assistance or further inquiries, visit our Contact Page.