Connect Ylopo to Sure Send
Connect Ylopo to Sure Send
When Ylopo is connected, your Ylopo leads and their activity come straight into your Sure Send contacts. Ylopo's team does most of the setup. Your part is to start the request and give them an API token.
Before You Begin
!Important: Turn off the sync with your previous CRM before Ylopo connects. Connecting your previous CRM is how you bring your contacts into Sure Send. If you set it up to keep syncing, turn the sync off once your contacts are in and before you contact Ylopo. Keeping both connected can cause conflicts. To turn it off, type Integrations in the search bar, select it, and disconnect your previous CRM.
- Bring your contacts into Sure Send first. Ylopo matches its leads to your Sure Send contacts by email address and phone number. Leads that aren't in Sure Send yet are skipped when Ylopo connects, not created. If you're moving from another CRM, finish bringing in your contacts before you start. See Account Setup: Bring In Your Data.
- If you imported contacts, check the Ylopo Stars Link field before Ylopo connects. Your import may have created a custom field called Ylopo Stars Link. Ylopo writes its links into that field if it's already there, and the links are only clickable if the field type is URL. Once your contacts are in and the sync is off, type Custom Fields in the search bar at the top of Sure Send, select it, and open Ylopo Stars Link.
- Type is URL: you're all set.
- Type is Text: delete the field. This also removes the links your import brought in, which is expected. When Ylopo connects, it creates a new Ylopo Stars Link field as a URL field and fills in the link for each lead it matches.
- No Ylopo Stars Link field: nothing to do. Ylopo creates it for you.
- Sign in as the account owner. It's best to create the API token from the owner's login. Admins can also check custom field settings.
Step 1: Contact Ylopo Support
Email [email protected] and ask them to connect your Ylopo account to Sure Send. Ask how they'd like to receive your Sure Send API token. You'll send it in Step 3.
Step 2: Create a Sure Send API Token
- Type API Tokens in the search bar at the top of Sure Send and select it. You can also go to Settings > Integrations & API > API Tokens.
- Click New Token.
- Give the token a name you'll recognize, like Ylopo, and set Scope to Team Scope (Team-wide access). The expiration date is optional. Leave it empty if you don't want the token to expire.
- Click Create Token, then copy the whole token and store it somewhere safe. It's shown only once. After you click Done, you can't view it again.
!Important: Treat your token like a password. Anyone who has it can read and change your Sure Send contacts. Share it only with Ylopo, and only the way they asked you to.
Step 3: Send the Token to Ylopo
Send the token to Ylopo using the method they gave you in Step 1. That's the last thing you need to do. Ylopo's team takes it from here.
What Ylopo Sets Up for You
Once Ylopo has your token, their team:
- Connects your Ylopo account to Sure Send and turns off your previous CRM connection.
- Matches your existing Ylopo leads to your Sure Send contacts by email address and phone number.
- Adds a Registration event and your Ylopo tags to each matched contact.
- Fills in the Ylopo Stars Link custom field on each matched contact, so you can open the lead in Ylopo Stars from Sure Send. If the field doesn't exist yet, Ylopo creates it as a URL field.
From then on, new Ylopo leads and their activity come into Sure Send automatically.
What Doesn't Come Over
| What | Why | What to do |
|---|---|---|
| History from your previous CRM (past notes, emails, texts, calls) | Ylopo connects going forward. It doesn't move past history. | Bring that history over when you bring your contacts into Sure Send. |
| Ylopo leads that aren't in Sure Send yet | Ylopo skips them on purpose, so you don't get a flood of new contacts at once. | Ylopo support may send you a list of these leads. If you want them in Sure Send, tell Ylopo and they'll create them as new contacts. New contacts can start your new-lead automations, so review those first. |
Troubleshooting
Ylopo says my token doesn't work. A token is shown only once, so there's no way to check whether the copy you sent is complete. The quickest fix is a fresh token. Revoke the old one on the API Tokens page, create a new one with Team Scope, copy the whole thing, and send it to Ylopo. Nothing is lost, since Ylopo needs a working token anyway.
The Stars link on a contact isn't clickable. Most likely your Ylopo Stars Link custom field isn't set to URL. Type Custom Fields in the search bar, select it, and open Ylopo Stars Link. Its type should be URL. If you haven't connected Ylopo yet, follow the steps in Before You Begin.
In Ylopo, a lead still links to my previous CRM. That link lives in Ylopo. Contact Ylopo support and they can update it.
Still stuck? Contact us at [email protected].