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How To Connect Your Email & SMS Tools

RetentionX
  • Updated
Conversion APIs and Flow Automations require a Core or Growth plan.

What's my plan?   

 

RetentionX offers push integrations for ESP and CRM platforms, so you can activate customer insights and events directly in the tools your team already uses. Depending on the platform, RetentionX can send customer insights, segment affiliations, behavioral events, or conversion events to help you trigger more personalized flows, improve campaign targeting, and build smarter customer journeys.

As a foundation, connect the tools you use and find all required setup information below.

 

Klaviyo CAPI Flow Automation Data Enhancer

Send automated emails to your customers based on their buying behavior, churn probability, LTV, and more. Enrich Klaviyo with your most valuable customer data and reach the right customers at the right time - automatically.

How to Connect

Requirement for Data Enhancer
To enrich your audience profiles with RetentionX insights, connect RetentionX with your Klaviyo account.

  1. Navigate to Settings → Integrations and select Klaviyo by clicking Connect.
    Connect_Klaviyo.png

  2. Select Authorize Klaviyo.

  3. You’ll be redirected to Klaviyo to log in.

  4. Confirm access for RetentionX.

Next step: Learn how to set up the Data Enhancer.

Requirement for CAPI & Flow Automation
To send events from RetentionX to Klaviyo and use them in flows, add a Klaviyo private API key.

  1. Log in to your Klaviyo account and navigate to Settings > Account > API Keys.

  2. Under Private API Keys, click Create Private API Key.

  3. Name the key “RetentionX” and grant full access for Events. No other permissions are needed.
    Private API Key_Klaviyo.png

  4. Once the private API key is created, copy it.
    Copy Private Klaviyo Key.png

  5. Switch back to RetentionX and open the Klaviyo integration settings.

  6. Click Add API Credentials.

  7. Paste the newly created API key into the API Key field.
    API Key_Klaviyo.png

  8. Click Finish to complete setup.

Next step: Learn how to set up Conversion APIs and Email Automations.

 

Mailchimp CAPI Data Enhancer

Build smart automations by syncing behavioral events and boost campaign performance.

How to Connect

Requirement for Data Enhancer
To enrich your audience profiles with RetentionX insights, connect RetentionX with your Mailchimp account.

  1. Navigate to Settings → Integrations and select Mailchimp by clicking Connect.
    Mailchimp_Connect.png

  2. Select Authorize Mailchimp.

  3. Log in to your Mailchimp account to authorize RetentionX.
    Mailchimp_Login.png

    1. Click Allow to grant RetentionX the access needed to enhance your contact profiles.
      Mailchimp_Authorize RetentionX.png

    2. Select the Mailchimp audience you would like to sync with RetentionX. Mailchimp does not maintain one central customer profile across audiences, so the same customer can exist as separate profiles in multiple audiences.
      Mailchimp Audience-modified.png
       

Next step: Learn how to set up the Data Enhancer.

Requirement for CAPI
To send conversion events from RetentionX to Mailchimp, create a new API key.

  1. In Mailchimp, click your profile icon and select Profile.

  2. Click the Extras dropdown and select API keys.

  3. Under Your API Keys, click Create A Key.

  4. Name the key "RetentionX" and click Generate Key.
    Mailchimp_API Key Name.png

  5. Once the key is generated, click Copy Key to Clipboard.
    Mailchimp_API key.png

  6. In RetentionX, open the Mailchimp integration settings and click Add API Credentials.

  7. Paste the API key into the respective field.
    API Credentials 1_Mailchimp.png

  8. Switch back to your Mailchimp account.
  9. Navigate to Audience → More options → Audience settings and copy your Audience ID. This ID informs RetentionX which audience to send conversion events to.
    Audience ID_Mailchimp.png
  10. Paste the Audience ID in RetentionX.
    Mailchimp_API Credentials.png
  11. Click Finish to complete setup.
Next step: Learn how to set up Conversion APIs.

 

ActiveCampaign CAPI Data Enhancer

Unlock behavior-driven automations and sharpen your targeting for more effective email and SMS campaigns.

How to Connect

Requirement for Data Enhancer
To enrich your contact profiles with RetentionX customer insights, connect RetentionX with your ActiveCampaign account using your API URL and API key.

  1. Log in to your ActiveCampaign account.

  2. Navigate to Settings → Developer.

  3. Copy the URL and Key listed under API Access.
    ActiveCampaign API Key.png

  4. Log in to your RetentionX account.

  5. Navigate to Settings → Integrations and select ActiveCampaign by clicking Connect.
    ActiveCampaign_Connect.png

  6. Paste the API URL and API Key into the respective fields.
    ActiveCampaign_Authorize.png

  7. Click Finish to complete the connection.

Next step: Learn how to set up the Data Enhancer.

Requirement for CAPI
To send events from RetentionX to ActiveCampaign, add your account ID and event key.

  1. In ActiveCampaign, navigate to Website → Site Tracking.

  2. If Event Tracking is not activated yet, enable it.

  3. Copy the Event Key. 
    ActiveCampaign_Event Tracking.png

  4. In RetentionX, open the ActiveCampaign integration settings and click Add API Credentials.

  5. Paste the Event Key into the respective field.
    API Event Key_ActivCampaign.png

  6. Switch back to ActiveCampaign and go to your Account Settings → Account Information.

  7. Copy the Account ID.
    Account ID_ActiveCampaign-modified.png

  8. Paste the Account ID into the respective field.
    API Credentials_Active Campaign.png

  9. Click Finish to complete the setup.

Next step: Learn how to set up Conversion APIs.

 

Attentive CAPI Data Enhancer

Create impactful flows and personalize your outreach by using customer behavior insights.

How to Connect

Requirement for Data Enhancer
To enrich your audience profiles with RetentionX insights, connect RetentionX with your Attentive account.

  1. In RetentionX, navigate to Settings → Integrations and select Attentive by clicking Connect.
    Connect_Attentive.png

  2. Select Authorize Attentive.

  3. You’ll be redirected to Attentive and asked to sign in.

  4. Authorize the requested permissions.
    Attentive_Connection.png

Next step: Learn how to set up the Data Enhancer.

Requirement for CAPI
To send events from RetentionX to Attentive, create a custom app in Attentive and add the generated API key to RetentionX.

  1. In your Attentive account, navigate to Marketplace and click Create App.

  2. Name the app "RetentionX" and grant write access for Custom Events. No other permissions are needed.
    Attentive_Create App.png

  3. Click Create and copy the generated API key.
    Attentive_API Key.png 

  4. Switch back to RetentionX and click Add API Credentials.

  5. Paste the API Key into the respective field.
    Attentive_API Credentials.png

  6. Complete the connection with Finish.

Next step: Learn how to set up Conversion APIs.

 

Voyado CAPI

Recognize more returning customers across devices and channels to power your CRM strategy.

How to Connect

Requirement for CAPI
To send conversion events from RetentionX to Voyado, create a new API key.

  1. In RetentionX, navigate to Settings → Integrations and select Voyado by clicking Connect.
    Voyado_Connect.png

  2. Click Create Voyado Connection.

  3. Enter your Base URL. This is your Voyado URL, usually your brand name followed by “voyado.com”.
    Voyado_Base URL.png

  4. Log in to your Voyado Engage account to create a new API key.

  5. Navigate to Integrations & External Systems.

  6. Select API Connections from the menu. 

  7. Click Add Connection.
    Voyado_API Connections-modified.png

  8. Name the key "RetentionX" and click Save.
    Voyado_Create new API-modified.png

  9. Once the key is generated, copy it.

  10. In RetentionX, open the Voyado integration settings and click Add API Credentials.

  11. Paste the API key into the respective field.
    API Credentials_Voyado.png

  12. Complete the connection with Finish.

Next step: Learn how to set up Conversion APIs.

 

Brevo CAPI

Trigger more flows and personalize your outreach with a deeper behavioral event stream.

How to Connect

Requirement for CAPI
To send conversion events from RetentionX to Brevo, create a new API key.

  1. In your Brevo account, navigate to Settings → SMTP & API → API Keys & MCP.
  2. Click Generate a new API key.
  3. Name your new API key "RetentionX".
    Brevo_API Key.png
  4. Click Generate and copy the API key.
    API Key_Brevo-modified.png
  5. In RetentionX, navigate to Settings → Integrations and select Brevo by clicking Connect.
    Brevo_Connect.png
  6. Click Create Brevo Connection.
  7. Paste the API Key into the respective field.
    API Credentials_Brevo.png
  8. Complete the connection with Finish. 
Next step: Learn how to set up Conversion APIs.

 

HubSpot CAPI

Fuel your CRM with behavioral events to drive automations and improve targeting.

How to Connect

Requirement for CAPI
To send events from RetentionX to HubSpot, create a private app in HubSpot and add the generated access token to RetentionX.

  1. In your HubSpot account, click the settings icon in the main navigation bar.
  2. In the left sidebar menu, navigate to Integrations → Private Apps.
  3. Click Create a private app.
  4. Name the app "RetentionX" for future reference.

  5. Open the Scopes tab and select the following permissions:

    • analytics.behavioral_events.send

    • behavioral_events.event_definitions.read

      Hubspot Scopes.png

  6. Click Create app in the top right.

  7. Confirm the setup by clicking Continue creating in the pop-up.

  8. Open the Auth tab of your new private app.

  9. Click Show token and copy the generated Access Token.

  10. In RetentionX, navigate to Settings → Integrations and select HubSpot by clicking Connect.
    Hubspot_Connect.png
  11. Click Create HubSpot Connection.
  12. Paste the Private App Access Token into the respective field.
    Private App Access Token.png
  13. Complete the connection with Finish.
Next step: Learn how to set up Conversion APIs.

 

Pipedrive CAPI

Supercharge your CRM flows with event-based triggers and customer data enrichment.

How to Connect

Requirement for CAPI
To send conversion events from RetentionX to Pipedrive, add your API token to RetentionX.

  1. In your Pipedrive account, click your profile icon in the top-right corner.
  2. Select Personal preferences from the dropdown menu.
  3. Navigate to the API tab.
  4. Copy your personal API token. Pipedrive_API Token.png
  5. In RetentionX, navigate to Settings → Integrations and select Pipedrive by clicking Connect.
    Pipedrive Integration.png
  6. Click Create Pipedrive Connection.
  7. Paste the API Token into the respective field.
    Pipedrive_Credentials.png
  8. Complete the connection with Finish. 
Next step: Learn how to set up Conversion APIs.

 

Salesforce CAPI

Trigger more automations and build smarter pipelines using behavioral and transactional data.

How to Connect

Requirement for CAPI
To send conversion events from RetentionX to Salesforce, add your access token to RetentionX.

  1. Log in to your Salesforce account.
  2. Check your Salesforce Domain from your browser URL. This is usually your Salesforce instance or My Domain URL, for example: yourbrand.my.salesforce.com
  3. Create or retrieve an Access Token for RetentionX. The Access Token allows RetentionX to authenticate with your Salesforce account and send conversion events.
  4. In RetentionX, navigate to Settings → Integrations and select Salesforce by clicking Connect.
    Salesforce_Connect.png
  5. Click Create Salesforce Connection.
  6. Enter your Salesforce Domain.
  7. Paste the Access Token into the respective field.
    API Credentials_Salesforce.png
  8. Complete the connection with Finish. 
Next step: Learn how to set up Conversion APIs.

 

SendGrid CAPI

Activate more campaigns and flows by sending accurate, real-time conversion data via the Conversions API.

How to Connect

Requirement for CAPI
To send conversion events from RetentionX to SendGrid, add your API key to RetentionX.

  1. Log in to your SendGrid account.
  2. In the left navigation, go to Settings → API Keys.
  3. Click Create API Key.
  4. Name the API key "RetentionX".
  5. Select the required access level.
  6. Click Create & View and copy the generated API key.
     API Key_SendGrid.png
  7. In RetentionX, navigate to Settings → Integrations and select SendGrid by clicking Connect.
    Twilio_Connect.png
  8. Click Create SendGrid Connection.
  9. Paste the API Key into the respective field.
    API Credentials_SendGrid.png
  10. Complete the connection with Finish. 
Next step: Learn how to set up Conversion APIs.

 

Sendlane CAPI

Power smarter automations and segmentation with rich event-level customer data.

How to Connect

Requirement for CAPI
To send conversion events from RetentionX to Sendlane, add your API token to RetentionX.

  1. Log in to your Sendlane account to get started. In order to set up the connection with RetentionX, you'll need to generate API and custom integration authorization tokens.

  2. For the API token, go to Settings → API.

  3. Click + API Token and name your token "RetentionX".
    Access Token_Sendlane.png

  4. Click Create and copy the generated API key.
    Sendlane Access Token.png

  5. In RetentionX, navigate to Settings → Integrations and select Sendlane by clicking Connect.
    Connect_Sendlane.png

  6. Click Create Sendlane Connection.

  7. Paste the newly generated API token in the respective field.
    Sendlane_Access Token-modified.png

  8. For the custom integration token, switch back to your Sendlane account.

  9. Navigate to Integrations and search for Custom.
    Custom Integration Sendlane.png

  10. Open the connection details and then the settings.

  11. Copy the integration token.
    Sendlane Custom Integration Token-modified.png

  12. Navigate back to RetentionX and paste the token to complete the connection.
    Sendlane_API Crendentials-modified.png

  13. Complete the connection with Finish.

Next step: Learn how to set up Conversion APIs.

 

Postscript CAPI

Drive better SMS performance by syncing behavioral events and purchase signals.

How to Connect

Requirement for CAPI
To send conversion events from RetentionX to Postscript, add your private key to RetentionX.

  1. Log in to your Postscript account

  2. Navigate to Settings → API.

  3. Click Create Security Key Pair.
    Key Pair_Postscript.png

  4. Confirm the prompt by clicking Yes.

  5. After creating the new API key, add the label "RetentionX" for future reference.
    API_Postscript.png

  6. Click Show to reveal the Private Key.
    Private API Key_ Postscript.png

  7. Copy the Private Key.

  8. In RetentionX, navigate to Settings → Integrations and select Postscript by clicking Connect.
    Connect Postscript.png

  9. Select Create Postscript Connection.

  10. Paste the private key of the newly created API in the respective field.
    API Credentials Postscript.png

  11. Complete the setup with Finish.

Next step: Learn how to set up Conversion APIs.

 

Omnisend CAPI

Fuel Omnisend with detailed events to trigger more flows and campaigns.

How to Connect

Requirement for CAPI
To send conversion events from RetentionX to Omnisend, create an API key for RetentionX.

  1. Log in to your Omnisend account

  2. Navigate to Store settings → API.

  3. Click Create API Key.
    New API_Omnisend.png

  4. Name the new API key "RetentionX" and select Events as the permission for this API key.
    API Permissions_Omnisend.png

  5. Click Create API key and copy the generated key.
    API Key Omnisend.png

  6. In RetentionX, navigate to Settings → Integrations and select Omnisend by clicking Connect.
    Connect_Omnisend.png

  7. Select Create Omnisend Connection.

  8. Paste the newly created API key in the respective field.
    API Cedentials Omnisend.png

  9. Complete the setup with Finish.

Next step: Learn how to set up Conversion APIs.

 

Braze CAPI

Deliver personalized, behavior-based messaging by syncing enriched customer data.

How to Connect

Requirement for CAPI
To send conversion events from RetentionX to Braze, create a Braze REST API key and share it with RetentionX.

  1. Log in to your Braze account.
  2. Navigate to Settings → APIs and Identifiers. 
  3. Open API Keys. 
  4. Click Create API Key. 
  5. Name the API key "RetentionX". 
  6. Under Permissions, expand User Data and select users.track.
    This permission allows RetentionX to send conversion events to Braze. 
  7. Create the API key and copy the generated API Key.
  8. In RetentionX, navigate to Settings → Integrations and select Braze by clicking Connect.
    Braze_Connect.png
  9. Click Create Braze Connection.
  10. Paste your API Key.
    API Key_Braze.png
  11. Switch back to Braze.
  12. Copy the REST API Endpoint shown on the API key page. Make sure to use the REST API endpoint, not the SDK endpoint.
  13. In RetentionX, paste the endpoint into the respective field.
    API Endpoint_Braze.png
  14. Click Finish to complete the setup.
Next step: Learn how to set up Conversion APIs.

 

MoEngage CAPI

Improve cross-device recognition and segmentation through enhanced identity resolution.

How to Connect

Requirement for CAPI
To send conversion events from RetentionX to MoEngage, add your data center, workspace ID, and API key to RetentionX.

  1. Log in to your MoEngage account.
  2. Identify your Data Center from your MoEngage dashboard URL.
  3. In RetentionX, navigate to Settings → Integrations and select MoEngage by clicking Connect.
    MoEngage_Connect.png
  4. Click Create MoEngage Connection.
  5. Enter your Data Center.
    Data Center_MoEngage.png
  6. In MoEngage, navigate to Settings → Account → APIs → API Keys.
  7. Copy your Workspace ID. MoEngage uses this as the API ID for authentication.
  8. Switch back to RetentionX and paste the Workspace ID into the API ID field. 
    API ID_MoEngage.png
  9. Go back to your MoEngage account and click + Create new key.
  10. In the Key name field, enter "RetentionX". 
  11. Under Select APIs for access, select the permissions required to send events.
    API Key_MoEngage.png
  12. Click Save. 
  13. Once the key is created, copy the generated API Key.
  14. In RetentionX, paste the API Key into the respective field.
    API Credentials_MoEngage.png
  15. Click Finish to complete the setup.
Next step: Learn how to set up Conversion APIs.

 

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