| Conversion APIs and Flow Automations require a Core or Growth 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.
Navigate to Settings → Integrations and select Klaviyo by clicking Connect.
Select Authorize Klaviyo.
You’ll be redirected to Klaviyo to log in.
Confirm access for RetentionX.
Requirement for CAPI & Flow Automation
To send events from RetentionX to Klaviyo and use them in flows, add a Klaviyo private API key.
Log in to your Klaviyo account and navigate to Settings > Account > API Keys.
Under Private API Keys, click Create Private API Key.
Name the key “RetentionX” and grant full access for Events. No other permissions are needed.
Once the private API key is created, copy it.
Switch back to RetentionX and open the Klaviyo integration settings.
Click Add API Credentials.
Paste the newly created API key into the API Key field.
Click Finish to complete setup.
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.
Navigate to Settings → Integrations and select Mailchimp by clicking Connect.
Select Authorize Mailchimp.
-
Log in to your Mailchimp account to authorize RetentionX.
Click Allow to grant RetentionX the access needed to enhance your contact profiles.
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.
Requirement for CAPI
To send conversion events from RetentionX to Mailchimp, create a new API key.
In Mailchimp, click your profile icon and select Profile.
Click the Extras dropdown and select API keys.
Under Your API Keys, click Create A Key.
Name the key "RetentionX" and click Generate Key.
Once the key is generated, click Copy Key to Clipboard.
In RetentionX, open the Mailchimp integration settings and click Add API Credentials.
Paste the API key into the respective field.
- Switch back to your Mailchimp account.
- Navigate to Audience → More options → Audience settings and copy your Audience ID. This ID informs RetentionX which audience to send conversion events to.
- Paste the Audience ID in RetentionX.
- Click Finish to complete setup.
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.
Log in to your ActiveCampaign account.
Navigate to Settings → Developer.
Copy the URL and Key listed under API Access.
Log in to your RetentionX account.
Navigate to Settings → Integrations and select ActiveCampaign by clicking Connect.
Paste the API URL and API Key into the respective fields.
Click Finish to complete the connection.
Requirement for CAPI
To send events from RetentionX to ActiveCampaign, add your account ID and event key.
In ActiveCampaign, navigate to Website → Site Tracking.
If Event Tracking is not activated yet, enable it.
Copy the Event Key.
In RetentionX, open the ActiveCampaign integration settings and click Add API Credentials.
Paste the Event Key into the respective field.
Switch back to ActiveCampaign and go to your Account Settings → Account Information.
Copy the Account ID.
Paste the Account ID into the respective field.
Click Finish to complete the setup.
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.
In RetentionX, navigate to Settings → Integrations and select Attentive by clicking Connect.
Select Authorize Attentive.
You’ll be redirected to Attentive and asked to sign in.
Authorize the requested permissions.
Requirement for CAPI
To send events from RetentionX to Attentive, create a custom app in Attentive and add the generated API key to RetentionX.
In your Attentive account, navigate to Marketplace and click Create App.
Name the app "RetentionX" and grant write access for Custom Events. No other permissions are needed.
Click Create and copy the generated API key.
Switch back to RetentionX and click Add API Credentials.
Paste the API Key into the respective field.
Complete the connection with Finish.
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.
In RetentionX, navigate to Settings → Integrations and select Voyado by clicking Connect.
Click Create Voyado Connection.
Enter your Base URL. This is your Voyado URL, usually your brand name followed by “voyado.com”.
Log in to your Voyado Engage account to create a new API key.
Navigate to Integrations & External Systems.
Select API Connections from the menu.
Click Add Connection.
Name the key "RetentionX" and click Save.
Once the key is generated, copy it.
In RetentionX, open the Voyado integration settings and click Add API Credentials.
Paste the API key into the respective field.
Complete the connection with Finish.
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.
- In your Brevo account, navigate to Settings → SMTP & API → API Keys & MCP.
- Click Generate a new API key.
- Name your new API key "RetentionX".
- Click Generate and copy the API key.
- In RetentionX, navigate to Settings → Integrations and select Brevo by clicking Connect.
- Click Create Brevo Connection.
- Paste the API Key into the respective field.
- Complete the connection with Finish.
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.
- In your HubSpot account, click the settings icon in the main navigation bar.
- In the left sidebar menu, navigate to Integrations → Private Apps.
- Click Create a private app.
- Name the app "RetentionX" for future reference.
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Open the Scopes tab and select the following permissions:
analytics.behavioral_events.send-
behavioral_events.event_definitions.read
Click Create app in the top right.
Confirm the setup by clicking Continue creating in the pop-up.
Open the Auth tab of your new private app.
Click Show token and copy the generated Access Token.
- In RetentionX, navigate to Settings → Integrations and select HubSpot by clicking Connect.
- Click Create HubSpot Connection.
- Paste the Private App Access Token into the respective field.
- Complete the connection with Finish.
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.
- In your Pipedrive account, click your profile icon in the top-right corner.
- Select Personal preferences from the dropdown menu.
- Navigate to the API tab.
- Copy your personal API token.
- In RetentionX, navigate to Settings → Integrations and select Pipedrive by clicking Connect.
- Click Create Pipedrive Connection.
- Paste the API Token into the respective field.
- Complete the connection with Finish.
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.
- Log in to your Salesforce account.
- Check your Salesforce Domain from your browser URL. This is usually your Salesforce instance or My Domain URL, for example:
yourbrand.my.salesforce.com - Create or retrieve an Access Token for RetentionX. The Access Token allows RetentionX to authenticate with your Salesforce account and send conversion events.
- In RetentionX, navigate to Settings → Integrations and select Salesforce by clicking Connect.
- Click Create Salesforce Connection.
- Enter your Salesforce Domain.
- Paste the Access Token into the respective field.
- Complete the connection with Finish.
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.
- Log in to your SendGrid account.
- In the left navigation, go to Settings → API Keys.
- Click Create API Key.
- Name the API key "RetentionX".
- Select the required access level.
- Click Create & View and copy the generated API key.
- In RetentionX, navigate to Settings → Integrations and select SendGrid by clicking Connect.
- Click Create SendGrid Connection.
- Paste the API Key into the respective field.
- Complete the connection with Finish.
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.
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.
For the API token, go to Settings → API.
Click + API Token and name your token "RetentionX".
Click Create and copy the generated API key.
In RetentionX, navigate to Settings → Integrations and select Sendlane by clicking Connect.
Click Create Sendlane Connection.
Paste the newly generated API token in the respective field.
For the custom integration token, switch back to your Sendlane account.
Navigate to Integrations and search for Custom.
Open the connection details and then the settings.
Copy the integration token.
Navigate back to RetentionX and paste the token to complete the connection.
Complete the connection with Finish.
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.
Log in to your Postscript account
Navigate to Settings → API.
Click Create Security Key Pair.
Confirm the prompt by clicking Yes.
After creating the new API key, add the label "RetentionX" for future reference.
Click Show to reveal the Private Key.
Copy the Private Key.
- In RetentionX, navigate to Settings → Integrations and select Postscript by clicking Connect.
Select Create Postscript Connection.
Paste the private key of the newly created API in the respective field.
Complete the setup with Finish.
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.
Log in to your Omnisend account
Navigate to Store settings → API.
Click Create API Key.
Name the new API key "RetentionX" and select Events as the permission for this API key.
Click Create API key and copy the generated key.
- In RetentionX, navigate to Settings → Integrations and select Omnisend by clicking Connect.
Select Create Omnisend Connection.
Paste the newly created API key in the respective field.
Complete the setup with Finish.
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.
- Log in to your Braze account.
- Navigate to Settings → APIs and Identifiers.
- Open API Keys.
- Click Create API Key.
- Name the API key "RetentionX".
- Under Permissions, expand User Data and select
users.track.
This permission allows RetentionX to send conversion events to Braze. - Create the API key and copy the generated API Key.
- In RetentionX, navigate to Settings → Integrations and select Braze by clicking Connect.
- Click Create Braze Connection.
- Paste your API Key.
- Switch back to Braze.
- Copy the REST API Endpoint shown on the API key page. Make sure to use the REST API endpoint, not the SDK endpoint.
- In RetentionX, paste the endpoint into the respective field.
- Click Finish to complete the setup.
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.
- Log in to your MoEngage account.
- Identify your Data Center from your MoEngage dashboard URL.
- In RetentionX, navigate to Settings → Integrations and select MoEngage by clicking Connect.
- Click Create MoEngage Connection.
- Enter your Data Center.
- In MoEngage, navigate to Settings → Account → APIs → API Keys.
- Copy your Workspace ID. MoEngage uses this as the API ID for authentication.
- Switch back to RetentionX and paste the Workspace ID into the API ID field.
- Go back to your MoEngage account and click + Create new key.
- In the Key name field, enter "RetentionX".
- Under Select APIs for access, select the permissions required to send events.
- Click Save.
- Once the key is created, copy the generated API Key.
- In RetentionX, paste the API Key into the respective field.
- Click Finish to complete the setup.
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