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Andie Suggs
Written by Andie Suggs

Reply Integration

Step 1: Authenticate and Authorize via the API Token

  • Click on Integrations under Settings

  • Turn on the Reply Integration switch

  • Login to your Reply.io account and obtain your API key from Settings > API Key  

  • Copy paste this token into the text field below, choose if you'd like to sync leads Automatically and/or Require Email, then click on Authenticate

Step 2: Create Custom fields on Reply

Add the following custom fields (double check the spelling)

  1. leadsource
  2. website
  3. twitter
  4. facebook
  5. skills
  6. interests

Step 3: Create a Reply Campaign

Step 4: Send Leads to Reply

  • LeadFuze does not send existing leads to Reply right after authentication as the user hasn’t selected the target campaign yet.
  • Choose a list and select a Reply campaign for that list. There are two different ways to send leads to a campaign.

A. Send leads Automatically

  • For this to work, make sure the SYNC LEADS AUTOMATICALLY? option was turned on here

  • In order to send leads automatically to Reply you need to manually select a campaign for each list you want to export automatically.
  • Every time leads are added to that list, they will automatically be sent to the selected Reply campaign.
  • Important: If no campaign is selected for the list, leads from that list will not be integrated automatically to Reply.
  • Click on Lists under Lead Search

  • Then click on the 3 dots to the right of the list you wish to manually send to Reply

  • Click on Integration Settings > Reply

  • Choose a campaign and hit Save

  • Leads from this list will now be automatically sent to the chosen campaign.

B. Send leads Manually

This is useful when:

a. List has no default campaign to automatically send leads to.

b. To change the campaign for a lead that was sent to Reply automatically by LeadFuze.

  • Within your Lists, click on Show Leads to the right of the list where the leads you'd like to send manually are saved

  • Select the leads by clicking on the check boxes to the left of each then click on SELECTED LEADS OPTION

  • Then click on Send Selected To > Reply

Step 5: Verify the data

A list of people will be uploaded to Sequence > People

That’s all there is to it!