> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mailgreet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up Integrations

> Step-by-step guide to connecting MailGreet with external platforms

# Setting Up Integrations

This guide walks you through connecting MailGreet with your favorite tools and platforms.

***

## General Integration Process

<Steps>
  <Step title="Access Integrations">
    Navigate to **Settings → Integrations** in your MailGreet dashboard
  </Step>

  <Step title="Find Your Integration">
    Browse available integrations or search for a specific platform
  </Step>

  <Step title="Authenticate">
    Click **Connect** and follow the authentication steps for that platform
  </Step>

  <Step title="Configure Settings">
    Set up sync options, mapping, and preferences
  </Step>

  <Step title="Test Connection">
    Verify data is syncing correctly
  </Step>
</Steps>

***

## API Key Integration

For developer integrations that use API keys:

<Steps>
  <Step title="Generate API Key">
    Go to **Settings → Integrations → API Keys**
  </Step>

  <Step title="Create New Key">
    Click **Generate New API Key**

    * Give it a descriptive name
    * Note any permission restrictions
  </Step>

  <Step title="Copy the Key">
    Copy your API key immediately (it won't be shown again)
  </Step>

  <Step title="Use in Your Integration">
    Add the key to your application's Authorization header:

    ```bash theme={null}
    Authorization: Bearer YOUR_API_KEY
    ```
  </Step>
</Steps>

<Warning>
  Keep your API keys secure! Never share them publicly or commit them to version control.
</Warning>

***

## Webhook Configuration

Set up webhooks to receive real-time events:

<Steps>
  <Step title="Navigate to Webhooks">
    Go to **Settings → Webhooks**
  </Step>

  <Step title="Add Webhook Endpoint">
    Click **Add Webhook** and enter your endpoint URL
  </Step>

  <Step title="Select Events">
    Choose which events to receive:

    * Subscriber created/updated/deleted
    * Email opened/clicked
    * Unsubscribe events
    * Campaign sent
  </Step>

  <Step title="Test the Webhook">
    Use the **Test** button to send a sample payload
  </Step>

  <Step title="Verify Security">
    Implement signature verification in your endpoint
  </Step>
</Steps>

**[Learn more about Webhooks →](/api-reference/endpoint/webhook)**

***

## Common Integration Setups

<AccordionGroup>
  <Accordion title="E-commerce Store" icon="cart-shopping">
    **Goal:** Sync customers and track purchases

    **Steps:**

    1. Connect your e-commerce platform (Shopify, WooCommerce, etc.)
    2. Authorize MailGreet to access customer data
    3. Map fields (email, name, purchase history)
    4. Enable automatic sync for new customers
    5. Set up purchase tracking for segmentation

    **Use cases:**

    * Send post-purchase follow-ups
    * Segment by spending habits
    * Abandoned cart recovery
  </Accordion>

  <Accordion title="Form Builder" icon="rectangle-list">
    **Goal:** Automatically add form submissions to your list

    **Steps:**

    1. Connect your form builder (Typeform, JotForm, etc.)
    2. Select which forms to sync
    3. Map form fields to subscriber fields
    4. Choose destination group in MailGreet
    5. Enable double opt-in if required

    **Use cases:**

    * Newsletter signups
    * Lead capture forms
    * Event registrations
  </Accordion>

  <Accordion title="CRM Sync" icon="address-book">
    **Goal:** Keep customer data in sync between platforms

    **Steps:**

    1. Connect your CRM (Salesforce, HubSpot, etc.)
    2. Choose sync direction (one-way or bi-directional)
    3. Map contact fields
    4. Set up sync frequency
    5. Handle duplicates and conflicts

    **Use cases:**

    * Unified customer view
    * Lead scoring
    * Sales follow-up automation
  </Accordion>

  <Accordion title="Zapier Automation" icon="bolt">
    **Goal:** Connect MailGreet to thousands of apps

    **Steps:**

    1. Log into Zapier
    2. Search for MailGreet
    3. Choose a trigger (e.g., "New Subscriber")
    4. Connect your other app
    5. Map data between apps
    6. Turn on your Zap

    **Use cases:**

    * Add Stripe customers to lists
    * Notify Slack on new subscribers
    * Sync Google Sheets contacts
  </Accordion>
</AccordionGroup>

***

## Integration Troubleshooting

<Tabs>
  <Tab title="Connection Failed">
    **Common causes:**

    * Expired authentication tokens
    * Insufficient permissions
    * Firewall blocking requests

    **Solutions:**

    * Re-authenticate the connection
    * Check permission settings in both platforms
    * Whitelist MailGreet IPs if needed
  </Tab>

  <Tab title="Data Not Syncing">
    **Common causes:**

    * Mapping misconfiguration
    * Sync frequency too low
    * Filters excluding data

    **Solutions:**

    * Review field mapping
    * Trigger manual sync
    * Check sync filters and conditions
  </Tab>

  <Tab title="Webhook Not Receiving">
    **Common causes:**

    * Endpoint not publicly accessible
    * SSL certificate issues
    * Server not returning 200 status

    **Solutions:**

    * Verify URL is reachable externally
    * Check SSL certificate is valid
    * Ensure endpoint responds with 200 OK
    * Check webhook logs for errors
  </Tab>
</Tabs>

***

## Best Practices

<CardGroup cols={2}>
  <Card title="Start Small" icon="seedling">
    Begin with one integration and expand as you get comfortable
  </Card>

  <Card title="Document Everything" icon="file-lines">
    Keep notes on your integration setups for future reference
  </Card>

  <Card title="Monitor Regularly" icon="eye">
    Check integration logs to catch issues early
  </Card>

  <Card title="Secure Your Keys" icon="lock">
    Rotate API keys periodically and revoke unused ones
  </Card>
</CardGroup>

***

## Need Custom Integration?

For Enterprise customers, we offer custom integration development:

* Dedicated API endpoints
* Custom data sync solutions
* White-glove setup assistance

<Card title="Contact Sales" icon="phone" href="mailto:sales@mailgreet.com">
  Discuss custom integration needs with our team
</Card>

***

## Related Topics

<CardGroup cols={2}>
  <Card title="Available Integrations" icon="plug" href="/available-integrations">
    Browse all available integrations
  </Card>

  <Card title="API Documentation" icon="code" href="/api-reference/introduction">
    Build custom solutions with our API
  </Card>
</CardGroup>