Leads, Mailchimp and HubSpot

Leads in the sidebar lists everyone who filled in a form, with their extra fields, the video and the site they watched on. Filter by video, search, or click Export CSV.

Mailchimp

In Settings → Integrations, click Connect on Mailchimp and add:

• an API key (Mailchimp → Profile → Extras → API keys; it ends in your data centre, for example -us21), and
• the Audience id (Audience → Settings → Audience name and defaults).

New leads are added to the audience, tagged with the video title. Turn on Double opt-in to have Mailchimp ask them to confirm first.

HubSpot

Create a private app in HubSpot (Settings → Integrations → Private apps) with the crm.objects.contacts.write scope and paste its access token. Each lead creates or updates a contact.

Pellio checks the credentials when you save them and stores them encrypted. If a sync fails, the integration shows the error; leads are always kept in Pellio either way.

Webhooks

For anything else, add a webhook in Settings → Developers: every lead is sent as a lead.captured event. See Webhooks.