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

• This step can be skipped if you already have a campaign on Reply.io.
• If not, please 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!