Email Integrations
Connect your email marketing tool so form submissions and leads flow straight into your lists.
The Email Integrations tab (formerly Autoresponders) connects your email marketing tool to your site. Once connected, leads from your forms flow straight into your email lists — no manual export needed.
ESTAGE Native Email
The first row, ESTAGE Native Email, sends autoresponses from your own ESTAGE CRM — no external account. Click Connect to open its setup wizard; the row shows how many steps are left, then Ready to send once every required step is done. You can reopen it with Details at any time. The steps are the same ones described in Getting set up to send.
Supported services
API-key services: Mailchimp, ActiveCampaign, GetResponse, Kit (ConvertKit), HubSpot, Brevo, Mailer Lite, SendGrid, Keap, Moosend, Sender, Sendlane, Ontraport.
Sign-in services (connect by signing in): AWeber, Zoho, Constant Contact.
Webhook: Zapier — connect any other tool through a webhook URL.
Connecting a service
- Find the service card and click Connect.
- Provide your credentials:
- API-key services — paste your API key or token, then Connect My Account.
- Sign-in services — a window opens at the provider; sign in and allow access. There's nothing to copy back — Genesis finishes the connection when the window closes.
- Zapier — create a Zap with a Catch Hook trigger, paste its webhook URL and click Save Webhook. Genesis sends a test payload so you can finish mapping fields in Zapier. Every form on the project that uses Zapier sends to this one URL.
- The card shows Active once connected.
Some services accept a few formats — for example, ActiveCampaign takes either your full API URL or just your account name; Genesis normalizes it for you.
Zoho adds only the contact's email address — first name, last name and other fields aren't sent. Zoho form actions can pick your custom tags, or create a new tag on the spot.
Managing a connection
- Details — see the credentials stored for the connection.
- Pause — temporarily stop sending leads without disconnecting; Activate turns it back on.
- Disconnect — remove the service (a confirmation dialog appears first).
Tip
Connect your email tool before you publish lead-capture forms, so you never miss a submission while you're getting set up.
Or keep the email here
Connecting a service is one of three ways to handle email. You don't have to route leads elsewhere at all:
| What happens to your list | Good when | |
|---|---|---|
| Connect (this page) | Stays in the other tool, new leads flow to it | Your marketing already runs there and works |
| Send natively | Lives in the ESTAGE CRM | You're starting fresh, or want the list, the sending and the results in one place |
| Import | Moves across — fields, tags, lists, templates and contacts | You're leaving the other tool |
The three aren't exclusive. A common path is to connect first so nothing is lost, then import when you're ready to move, then turn the connector off.