Introduction
You can connect Privyr to Systeme.io to receive new leads submitted via your Systeme.io contact forms in your Privyr account. This gives you instant new lead alerts and automatically creates the leads in your client list so you can immediately contact them.
Note that you’ll need to have a Systeme.io account to set up this integration.
Connecting to Systeme.io
Connecting your Systeme.io account to Privyr takes less than a minute. Follow the instructions below to get set up:
- Log into your Systeme.io account
- Go to the Public API Keys page
- Create a Public API key with the following settings:
- Name: Add a name so that you can easily recognise the API key later (e.g. “Send leads to Privyr”)
- Expiration: Leave this blank if you do not want the API Key to expire
- Paste your API key in the Systeme.io integration page in Privyr
- Click on Connect
And that’s it! Once done, new leads from your Systeme.io account will be automatically sent to Privyr. If you want to disconnect your Systeme.io account, delete your API key and click UPDATE.
For more detailed instructions on creating a public API key in Systeme.io, please refer to the instructions on Systeme.io’s page here.
New Lead Alerts
Once you connect your Systeme.io account to your Privyr account, any new leads submitted via your Systeme.io contact forms will send you a new lead alert via the Privyr app and email. You can configure these alerts via your Account Notification Settings.
Tap the alert to view the lead with all the captured information displayed on their notes field. You can immediately contact them or send an auto-personalised Quick Response.
You can also enable additional alerts if you haven’t acted on a new lead within 15 minutes and 60 minutes, in case you missed the first notification. You can enable these extra alerts via your Account Notification Settings.
All new leads from Systeme.io will be displayed with an UNCONTACTED label in their client details and the client list until you act on them. They’ll also appear in your Uncontacted Leads group.
Depending on your Uncontacted Leads Settings, the UNCONTACTED label may be automatically removed when you view the lead, click their contact buttons, send them content, and/or set a follow up date. You can also manually mark or unmark a lead as UNCONTACTED via the options menu when viewing the lead.
Distribute Systeme.io Leads to other Recipients
You can automatically share leads from Systeme.io with other recipients via email, even if they don’t have a Privyr account. This is useful if you’d like to distribute leads to your clients or colleagues, and can be configured to forward all leads to all recipients, or distribute leads equally in a Round Robin fashion.
Recipients will receive new lead details instantly via email and/or the Privyr app, with attribution ‘This lead was sent to you by @name at @company’ (where @name and @company are replaced with the Name and Company from your User Profile, respectively).
Find out more about Automatic Lead Distribution.