Integrations

14 min

Integrations connect Personizely to the rest of your stack: your store platform, email and SMS tools, CRMs, analytics, company-data providers and form-protection services. Depending on the integration, it sends form submissions to another tool, sends campaign and widget events to your analytics, brings contact data back into Personizely for targeting, or adds store data such as products, carts and orders. You manage them all in Settings → Integrations.

Available on: all platforms. Platform integrations are specific to their platform, and a few others need a specific platform (see the catalogue).

How integrations work

Every integration does one or more of these jobs:

Job	What happens	Examples
Platform	Connects your store or site builder: installs the snippet, and adds products, carts, orders and platform-specific features	Shopify, Wix, Webflow, Square
Automations	Adds actions you can attach to widget elements, such as "Add to list". They run when a visitor submits a form, clicks a button or spins a wheel	Klaviyo, Mailchimp, HubSpot, Postscript
Identification	Recognizes visitors who arrive from your emails, using the subscriber ID the platform puts in links	Klaviyo kl_pid, Mailchimp mc_eid
Two-way sync	Receives list, subscription and profile changes back from the platform, for targeting	Mailchimp, Brevo, HubSpot
Analytics	Sends campaign and widget events to an analytics tool already on your site	Google Analytics, Segment, Clarity
Enrichment	Adds company data to the visitor for B2B targeting	Clearbit, Albacross
Form protection	Checks form submissions	Bouncer, reCAPTCHA

Connecting an integration

Go to Settings → Integrations. Use the search box or the Platforms, Email, SMS, Enrichment and Other filters.

Click Connect (or Enable) on the integration. What happens next depends on how it connects:

Connection type	What you do
OAuth	You're sent to the other platform to log in and approve access, then back to Personizely
API key	You paste an API key, and for some platforms a second credential such as an account URL, secret or username. The form says where to find each value
Enable	No credentials. The integration starts working with the tool's script that's already on your site
App install	Shopify and Wix connect when you install the Personizely app from their app stores. See Install Personizely

If the integration supports custom field mapping, the Mappings dialog opens right after you connect. See Field mapping.

Each connected integration shows these buttons:

Disconnect (or Disable): turns the integration off. Its automations stop running and appear greyed out in widgets, its filters stop updating, and for analytics integrations events stop being sent. Shopify and Wix can't be disconnected here; uninstall the app on that platform instead.

Mappings: opens field mapping, for integrations that support it.

Refresh: reloads lists, tags, fields and other options from the platform. Use it after you create a new list or field there.

The Platforms filter shows the platform you subscribed through.

Catalogue

Connection: OAuth, API key (with any extra credentials in brackets), Enable (no credentials) or App install. "All" means every platform Personizely runs on.

Platforms

Integration	Category	Connection	What it does	Platforms	Page
Shopify	Platform	App install (OAuth)	Installs the snippet; products, carts, orders, customers, markets, discounts, themes; server-side order tracking; Shopify automations (Add customer, Apply discount, Add a product to the cart, Set cart attribute, Change user consent)	Shopify	Shopify integration
Wix	Platform	App install (OAuth)	Installs the snippet; products, cart, order history and purchase tracking; automations Add contact, Add label to contact, Subscribe, Checkout	Wix	Install on Wix
Webflow	Platform	OAuth	Installs and updates the snippet on your Webflow site	Webflow	Install on Webflow and Square
Square	Platform	OAuth	Installs and updates the snippet on your Square site	Square	Install on Webflow and Square

Email, SMS and CRM

Integration	Category	Connection	What it does	Platforms	Page
ActiveCampaign	Email	API key (+ account URL)	Add or update contact; add to or remove from list; add or remove tag; add to automation. List and tag targeting, click-ID identification	All	—
Attentive	SMS	OAuth	Add contact to a sign-up source	All	Attentive
AWeber	Email	OAuth	Add to, unsubscribe from or remove from list; add or remove tags. List targeting, click-ID identification	All	—
Brevo (Sendinblue)	Email	API key	Add or update contact, with or without double opt-in; add to or remove from list. List targeting, click-ID identification	All	Brevo
Campaign Monitor	Email	OAuth	Add to, remove from or unsubscribe from list. List targeting	All	—
CleverReach	Email	OAuth	Add to list (active or inactive) with tags; remove from list; add or remove tag. Click-ID identification	All	—
CM Commerce	Email	API key	Add to or unsubscribe from list	All	—
Constant Contact	Email	OAuth	Add or update contact; add to or remove from list; add or remove tag; remove contact. Click-ID identification	All	—
ConvertKit (Kit)	Email	API key (+ secret)	Subscribe to form; add to sequence; add or remove tag; unsubscribe. Form and tag targeting, click-ID identification	All	—
Dotdigital	Email	API user (+ password, region)	Add or update contact; add to, unsubscribe from or remove from list; remove contact. Click-ID identification	All	—
GetResponse	Email	OAuth	Add to list; add tag; remove contact. List targeting, click-ID identification	All	—
HubSpot	Email, CRM	OAuth	Add or update contact; add to or remove from static list. Property sync back to Personizely, click-ID identification	All	HubSpot
iContact	Email	API key (+ username, password)	Add or update contact; add to or unsubscribe from list; remove contact. List targeting, click-ID identification	All	—
Klaviyo	Email, SMS	OAuth	Add to, subscribe to, remove from or unsubscribe from list. Click-ID identification	All	Klaviyo
Mailchimp	Email	OAuth	Add to list with tags, with or without confirmation; unsubscribe; add or remove segment, VIP status and interest. List targeting, click-ID identification	All	Mailchimp
MailerLite	Email	API key	Add or update contact; add to or remove from group; unsubscribe. Group targeting, click-ID identification	All	—
Mailjet	Email	API key (+ secret)	Add or update contact; add to, unsubscribe from or remove from list. Click-ID identification	All	—
Moosend	Email	API key	Add to, remove from or unsubscribe from list. Click-ID identification	All	—
Omnisend	Email, SMS	API key	Add or update contact with tags, optional welcome email. Click-ID identification	All	Omnisend
Ometria	Email	API key	Add or update contact; add to or remove from list. List targeting, click-ID identification	All	—
Ontraport	Email	API key (+ App ID)	Add or update contact; add or remove tag; remove contact. Click-ID identification	All	—
Postscript	SMS	API key	Add subscriber to a keyword, with customer tags	All	Postscript
Sender	Email	API key	Add contact; add to or unsubscribe from list; remove contact; unsubscribe. Click-ID identification	All	—
SendGrid	Email	API key	Add or update contact; add to or remove from list. Click-ID identification	All	—
Sendlane	Email	API key	Add to or unsubscribe from list; add or remove tag; remove contact; unsubscribe. Click-ID identification	All	—
SendPulse	Email	API key (Client ID + secret)	Add to address book, with or without confirmation; remove from or unsubscribe from address book; remove contact. Address book targeting, click-ID identification	All	—
SmartrMail	Email	API key	Add to, remove from list; unsubscribe. Click-ID identification	All	—
Yotpo	Email, SMS	OAuth	Add or update customer; add to list with consent; trigger event	All	Yotpo
Zoho Marketing Automation	Email	OAuth	Add to, remove from or unsubscribe from list; add tag	All	—

Analytics

Integration	Category	Connection	What it does	Platforms	Page
Google Analytics	Analytics	Enable	Sends campaign and widget events to GA4 or Google Tag Manager. Off Shopify and Wix, also records GA4 ecommerce events from your site as Personizely purchase, checkout and add-to-cart events	All	Google Analytics 4 and GTM
Segment	Analytics	Enable	Sends campaign and widget events as Segment track calls	All	Analytics integrations
PostHog	Analytics	Enable	Sends campaign and widget events to PostHog	All	Analytics integrations
Heap	Analytics	Enable	Sends campaign and widget events to Heap	All	Analytics integrations
Mixpanel	Analytics	Enable	Sends campaign exposures in Mixpanel's experiment format, and widget events	All	Analytics integrations
Clarity	Analytics	Enable	Tags Microsoft Clarity sessions with the campaigns, variations and widgets seen	All	Analytics integrations
Zuko	Analytics	Enable	Tags Zuko form-analytics sessions with the campaigns and widgets seen	All	Analytics integrations
Klar	Analytics	Enable	Sends A/B test groups to Klar	All (built for Shopify)	Analytics integrations

Enrichment, form protection and other

Integration	Category	Connection	What it does	Platforms	Page
Clearbit	Enrichment	API key	Identifies the visitor's company for the Company filter and {company.*} dynamic text	All	Company enrichment
Albacross	Enrichment	API key	Identifies the visitor's company for the Company filter and {company.*} dynamic text	All	Company enrichment
Hyperise	Other	API key (your Hyperise image template ID)	Fills the visitor's profile from Hyperise when they arrive with utm_hyperef in the URL; map up to 5 Hyperise custom fields	All	Identifying visitors
Bouncer	Other	API key	Verifies email addresses in widget forms before they're accepted	All	Form protection
reCAPTCHA	Other	API key (secret key + site key)	Screens widget form submissions for bots with reCAPTCHA v3	All	Form protection
PreProduct	Other	Enable	Treats PreProduct pre-orders as add-to-cart events, so add-to-cart triggers work with pre-order buttons	Shopify	PreProduct

Webhooks and email alerts are built in and need no integration. See Send webhook and Send alert.

Automations: the actions model

Email, SMS, CRM and platform integrations add automations to widget elements. You add them to a Form, Button, Image, Survey, Products, Countdown timer or Cart progress element, or to a wheel segment, in the element's Interaction tab: under Automation, click Add action, choose the integration in Action in, then the Action type and its options. See Widget automations.

The visitor triggers the element, for example by submitting a form. The submitted values are saved to their profile first.

The event is recorded, then the integration automations run on Personizely's servers, one after another in the order they're listed on the element.

Each automation sends the visitor's profile to the platform: the submitted values plus everything Personizely already knows about the visitor, such as their name from an earlier form, their UTM source or a custom field.

What you need to know:

Most actions need an email address, a phone number or both on the profile. Email-only platforms, such as Mailchimp, require an email. SMS platforms such as Postscript require a phone number. Klaviyo, Omnisend, Brevo, HubSpot, Attentive and Yotpo accept either. If the profile lacks what's needed, that automation is skipped.

Order matters for list actions. For platforms where Add to list needs an existing contact (the action's help text says so), put Add or update contact above it on the same element.

Failures don't block the visitor or the other automations. If a platform rejects a request, for example because its credentials expired, the contact is still saved in Personizely and the other automations still run. Reconnect the integration and export the missed contacts from Contacts if needed.

Automations don't run retroactively. Submissions made before you added an automation, or while the integration was disconnected, aren't sent later.

Previews don't run them. A preview records no events, so no data reaches your platforms during QA.

One submission, one run. Each automation runs once per event. A visitor who submits twice is sent twice, which updates the same contact.

For email and SMS specifics, including double opt-in, see Email and SMS integrations.

Field mapping

Personizely sends the visitor's default fields (such as Email, First name, Phone) and your custom fields to the platform. How fields line up depends on the integration:

Mapping model	Integrations	How it works
Mappings dialog	ActiveCampaign, AWeber, Brevo, Campaign Monitor, CleverReach, Constant Contact, ConvertKit, Dotdigital, GetResponse, HubSpot, Hyperise, Mailchimp, MailerLite, Mailjet, Moosend, Ontraport, Sender, SendGrid, Sendlane, SendPulse, Wix, Zoho	The dialog lists the platform's fields. For each one you pick the Personizely field that fills it, or leave it Not mapped. Only mapped fields are sent, besides the email address
Automatic	Klaviyo, Omnisend, Attentive, Postscript, Yotpo, Ometria, CM Commerce	Standard fields (email, phone, name and others, listed on each platform's page) go to the platform's own standard properties. Every other field with a value is sent as a custom property named after the Personizely field

The dialog opens after you connect, and later from the Mappings button. After you add a field in your platform, click Refresh so it appears in the dialog.

HubSpot pre-fills common mappings (first name, last name, email, phone, company, job title, address fields and country) the first time you connect.

Only fields that have a value on the visitor's profile are sent.

Values are converted to the platform's field type where possible: dates to the platform's date format, checkboxes to true or false in text fields, and multiple-choice answers to a comma-separated list in text fields.

With two-way sync and identification, the same mappings work in reverse: values coming from the platform fill the mapped Personizely fields.

Identifying visitors from email links

When an email-platform integration is connected and enabled, Personizely recognizes visitors who click a link in your emails, as long as the link carries the platform's subscriber ID in the URL (for example ?mc_eid= for Mailchimp or ?kl_pid= for Klaviyo).

The visitor lands on any page with the parameter.

Personizely looks the subscriber up in your platform.

If a Personizely profile with the same email already exists, the visitor is linked to it, so their history and fields follow them to the new device. Otherwise the current visitor's profile is filled with the subscriber's email, name and mapped fields.

Targeting on that page already sees the identified profile: forms can be prefilled, dynamic text can greet them by name, and email list filters can match.

The full list of parameters is on Identifying visitors. If the integration is disconnected, the parameter is ignored.

Two-way sync

For some integrations, Personizely also listens for changes in your platform. When you connect, Personizely registers the notifications it needs in the platform itself; you don't set anything up.

Integration	What comes back	Used for
Mailchimp	Subscribes, unsubscribes and cleaned addresses per audience; profile (merge field) changes; email address changes	Mailchimp List filter, mapped fields
Brevo	List additions and removals, contact updates, deletions and unsubscribes	Brevo List filter, mapped fields
HubSpot	Contact property changes; contact deletions	Mapped fields. Deleting a contact in HubSpot, including a GDPR deletion, clears that visitor's personal data in Personizely
ActiveCampaign, AWeber, Campaign Monitor, ConvertKit, GetResponse, iContact, MailerLite, SendPulse	List, tag or form membership changes	The matching email list filters
Yotpo	List additions and removals; the app being disconnected in Yotpo	Disconnecting Personizely inside Yotpo also disables the integration in Personizely
Ometria	Checked live when the filter is evaluated	Ometria List filter

Changes are applied to visitors Personizely already knows by email (or phone for Mailchimp SMS), and only from the moment you connect. Existing memberships aren't imported. See Email list and tag filters.

Behavior details and limitations

One connection per platform per website. Each website in your account has its own integrations. To send two websites to the same Klaviyo account, connect Klaviyo on both.

Analytics integrations need the tool on your site. Personizely uses the analytics script you already load. If it isn't on the page, nothing is sent and nothing breaks.

Webflow disables custom JavaScript. Connecting Webflow turns off custom JavaScript in widgets and campaigns (Execute JavaScript code, custom code conditions and code-based variables), because Webflow requires it. See Install on Webflow and Square.

Company enrichment looks up every session. With Clearbit or Albacross connected, each new browser session uses one lookup with your provider. See Company enrichment.

Agencies using white label connect OAuth integrations through their own app credentials, set in Agency → Integrations.

Missing an integration? Use Send webhook to post submissions to any endpoint, such as Zapier or Make, or contact support from the link under the list.

Troubleshooting

Contacts aren't reaching the platform → check that the integration is still connected, that the profile has the email or phone the action needs, and that the automation is on the element visitors actually submit. Test on the live site, not in preview.

"Add to list" does nothing but "Add or update contact" works → the platform needs the contact to exist first. Put Add or update contact above Add to list.

A new list or field doesn't appear → click Refresh on the integration.

A custom field isn't arriving → for Mappings-dialog integrations, map it in Mappings. For automatic ones, check that the visitor has a value for it.

List filters never match → see the prerequisites in Email list and tag filters: the visitor must be known by email, and only changes after connecting are recorded.