Integrations

Connect QuickSum to the tools
you already use

Native integrations for every major email platform and CRM β€” plus webhooks to connect anything else, including Google Sheets. Bring your own API key; your subscribers go straight to your account, never ours.

Start Free β€” No Credit Card
How it works

Bring your own key. Your data stays yours.

QuickSum never stores your subscriber data. You connect your own ESP or CRM API key and contacts flow directly from the widget into your account.

πŸ”‘
Paste your API key once

Add your ESP or CRM credentials in Global API Settings. One-time setup per account.

⚑
Leads flow in automatically

Every widget submission goes straight to your connected platform. No manual export, no Zapier required.

🏷️
Tag and segment per widget

Apply different tags per article or video so you always know where each subscriber came from.

Setup guides

Step-by-step for every platform

Expand any integration below. Each guide has its own direct link you can bookmark or share.

Email Platforms
ActiveCampaign
Marketing automation and CRM β€” any paid plan works
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

An ActiveCampaign account (any paid plan)

β€’

Your ActiveCampaign API URL and API Key (Settings β†’ Developer)

β€’

Tags and/or Lists created in ActiveCampaign (we recommend a tag: summary_form)

⏱ Estimated time: 5–10 minutes

Step-by-Step Setup

1
Get Your ActiveCampaign API URL and API Key
  1. Log in to your ActiveCampaign account
  2. Go to Settings β†’ Developer
  3. You'll see two values: API URL (https://youraccountname.api-us1.com) and API Key (a long alphanumeric string)
  4. Copy both values β€” you'll paste them into separate fields in Step 3
2
Create Tags and Lists in ActiveCampaign
  1. In ActiveCampaign, go to Contacts β†’ Tags
  2. Click Add a Tag and create summary_form
  3. Optionally, go to Contacts β†’ Lists and create a list for QuickSum leads

πŸ’‘ Tip: Use summary_form as your global tag for all QuickSum leads, then add widget-specific tags in the Widget Builder for per-post segmentation.

3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select ActiveCampaign from the CRM Provider dropdown
  4. In the API URL field, paste your ActiveCampaign API URL (Find it in: ActiveCampaign β†’ Settings β†’ Developer β†’ URL)
  5. In the API Key field, paste your ActiveCampaign API Key (Find it in: ActiveCampaign β†’ Settings β†’ Developer β†’ Key)
  6. Click Test β€” verify you see βœ… Valid
  7. Click Save API Keys
4
Set Your Global Tags and Lists
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Tags and Lists from ActiveCampaign
  4. Check the box next to summary_form and select your List if applicable
5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your ActiveCampaign account under Contacts β€” the test contact should appear with the summary_form tag
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Double-check that you pasted each value into the correct field β€” API URL goes in the URL field, API Key goes in the Key field. Make sure the URL includes https:// at the start and there are no trailing spaces in either field.

❌ "Connection refused" or timeout error

Verify the API URL matches your account's data center. If your account is at mycompany.activehosted.com, your API URL should be https://mycompany.api-us1.com. Check Settings β†’ Developer for the exact URL.

❌ Tags or Lists not syncing

Click the refresh icon (πŸ”„) to re-sync. Tags and Lists must be created in ActiveCampaign first. QuickSum reads them from your account, it doesn't create them.

❌ Test contact not appearing

Wait 30 seconds and refresh your ActiveCampaign contacts. If the contact still doesn't show, check that the email isn't bounced or unsubscribed in ActiveCampaign β€” these statuses block API additions.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

ActiveCampaign Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Kit (ConvertKit)
Email marketing built for creators β€” free up to 10,000 subscribers
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A Kit (ConvertKit) account (free plan works)

β€’

Your Kit API Key (Settings β†’ Developer β†’ API Keys)

β€’

A tag created in Kit (we recommend: summary_form)

⏱ Estimated time: 5–10 minutes

Step-by-Step Setup

1
Get Your Kit API Key
  1. Log in to your Kit (ConvertKit) account
  2. Go to Settings β†’ Developer
  3. Under API Keys, copy your API Key (ConvertKit v4 format)

πŸ’‘ Note: Make sure you're copying the API Key, not the API Secret. QuickSum uses the v4 API key format.

2
Create a Tag in Kit
  1. In Kit, go to Subscribers β†’ Tags
  2. Click Create Tag
  3. Name it summary_form
  4. This tag will be applied to every lead captured through your QuickSum widgets

πŸ’‘ Tip: You can create additional tags per widget in the Widget Builder (e.g., blog_seo, paid_landing). Widget-specific tags are applied alongside your global tag.

3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Kit (ConvertKit v4) from the CRM Provider dropdown
  4. Paste your API Key into the CRM API Key field
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Set Your Global Tags
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your tags from Kit
  4. Check the box next to summary_form

Custom field: Kit supports a source_url custom field. QuickSum automatically sends the article URL where the lead was captured, so you can see which blog post each subscriber came from.

5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Kit account under Subscribers β€” the test contact should appear with the summary_form tag
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Make sure you're using the API Key (not the API Secret). Kit v4 API keys are a long alphanumeric string. Copy it fresh from Settings β†’ Developer.

❌ Tags not syncing

Click the refresh icon (πŸ”„) next to "CRM Configuration" to re-sync. Make sure the tag was created in Kit first β€” QuickSum reads tags from your CRM, it doesn't create them.

❌ Test contact not appearing

Wait 30 seconds and refresh your Kit subscribers. If the contact still doesn't appear, verify the API key has the correct permissions. Kit won't duplicate contacts but will add the new tag to an existing one.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Kit (ConvertKit) Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Mailchimp
All-in-one email marketing β€” free up to 500 contacts
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A Mailchimp account (free plan works)

β€’

Your Mailchimp API Key (Account Settings β†’ Extras β†’ API Keys)

β€’

At least one Audience created in Mailchimp

β€’

A tag created in your Mailchimp audience (we recommend: summary_form)

⏱ Estimated time: 5–10 minutes

Step-by-Step Setup

1
Get Your Mailchimp API Key
  1. Log in to your Mailchimp account
  2. Click your profile icon β†’ Account & billing
  3. Go to Extras β†’ API keys
  4. Click Create A Key
  5. Copy your API key β€” it ends with a data center suffix (e.g., xxxxxxxx-us21)

πŸ’‘ Important: The suffix after the dash (e.g., us21) is your data center. QuickSum reads this automatically from your API key β€” you don't need to enter it separately.

2
Create a Tag in Your Mailchimp Audience
  1. In Mailchimp, go to Audience β†’ All contacts
  2. Click the Tags tab
  3. Click Create Tag
  4. Name it summary_form

Note: Mailchimp uses both Tags and Audiences. Tags are for segmentation within an audience. Make sure you create the tag inside the audience you want QuickSum leads to go into.

3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Mailchimp from the CRM Provider dropdown
  4. Paste your API key into the CRM API Key field (include the data center suffix, e.g., abc123def456-us21)
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Set Your Global Tags
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your tags and audiences from Mailchimp
  4. Select the Audience you want QuickSum leads added to, then check the box next to summary_form
5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Mailchimp account under Audience β†’ All contacts β€” the test contact should appear with the summary_form tag
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Make sure you copied the full API key including the data center suffix (e.g., -us21). The key without the suffix will fail. Also check for extra spaces before or after the key.

❌ Tags not syncing

Click the refresh icon (πŸ”„) to re-sync. Tags must be created inside your Mailchimp audience first β€” not at the account level. Go to Audience β†’ Tags β†’ Create Tag, then refresh in QuickSum.

❌ Test contact not appearing

Wait 30 seconds and refresh your Mailchimp contacts. Check that the correct Audience is selected in your domain settings. Mailchimp won't duplicate contacts but will add the new tag.

❌ "API key has been disabled" error

Mailchimp can disable API keys if there's suspicious activity or account issues. Generate a new key from Account β†’ Extras β†’ API keys and update it in QuickSum.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Mailchimp Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
GetResponse
Email marketing and automation β€” free up to 500 contacts
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A GetResponse account (free plan works)

β€’

Your GetResponse API Key (Account β†’ Integrations & API β†’ API)

β€’

A List and Tags created in GetResponse (we recommend a tag: summary_form)

⏱ Estimated time: 10 minutes

Step-by-Step Setup

1
Get Your GetResponse API Key
  1. Log in to your GetResponse account
  2. Click your profile icon β†’ Account
  3. Go to Integrations & API β†’ API
  4. Click Generate API Key and copy it
2
Create Tags in GetResponse
  1. In GetResponse, go to Contacts β†’ Tags
  2. Click Create Tag
  3. Name it summary_form

πŸ’‘ Note: GetResponse uses both Tags and Lists. Contacts are added to your selected List with the attached Tags. Make sure you have at least one List created where QuickSum leads will be stored.

3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select GetResponse from the CRM Provider dropdown
  4. Paste your API Key
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Set Your Global Tags & List
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Tags and Lists from GetResponse
  4. Select the List where you want QuickSum leads added and check the box next to summary_form

πŸ’‘ Custom field: GetResponse supports a source_url custom field saved as a Text value. QuickSum automatically sends the article URL where the lead was captured.

5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your GetResponse account under Contacts β€” the test contact should appear in your selected List with the summary_form tag
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Copy the key fresh from Account β†’ Integrations & API β†’ API. Make sure there are no extra spaces. If you regenerated your key, the old one is automatically invalidated.

❌ Tags not syncing

Click the refresh icon (πŸ”„) to re-sync. Tags must be created in GetResponse first under Contacts β†’ Tags. QuickSum reads them from your account.

❌ Test contact not appearing

Wait 30 seconds and refresh your GetResponse contacts. Make sure you have a List selected β€” GetResponse requires contacts to belong to at least one List.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

GetResponse Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Brevo (Sendinblue)
All-in-one marketing platform β€” free up to 300 emails/day
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A Brevo account (free plan works)

β€’

Your Brevo API Key (starts with xkeysib-)

β€’

A List created in Brevo (we recommend naming it: QuickSum Leads)

⏱ Estimated time: 10–15 minutes

Step-by-Step Setup

1
Get Your Brevo API Key
  1. Log in to your Brevo account
  2. Click your name (top right) β†’ SMTP & API
  3. Under the API Keys tab, click Generate a new API key
  4. Name it (e.g., "QuickSum") and copy the key β€” it starts with xkeysib-
2
Create a List in Brevo
  1. In Brevo, go to Contacts β†’ Lists
  2. Click Create a List
  3. Name it QuickSum Leads (or your preferred name)

Note: Brevo uses Lists instead of Tags for segmentation. All QuickSum leads will be added to your selected List.

3
Set Up the Source URL Custom Field (Optional)
  1. Go to Settings β†’ Contacts (CRM)
  2. Click Add a New Attribute
  3. Name it source_url, type: Text
  4. Click "Manage Visible Attributes" and make sure source_url is visible on contact profiles

πŸ’‘ Tip: Optional but recommended. QuickSum will automatically populate this field with the URL of the article where the lead was captured.

4
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Brevo (Sendinblue) from the CRM Provider dropdown
  4. Paste your API key (starting with xkeysib-)
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
5
Set Your Global Lists
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Lists from Brevo
  4. Select your QuickSum Leads list
6
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Brevo account under Contacts β€” the test contact should appear in the QuickSum Leads list (and source_url should show the article URL if you set it up)
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Make sure the key starts with xkeysib-. Old Sendinblue keys still work β€” Brevo maintained backward compatibility. Generate a new key from SMTP & API settings if in doubt.

❌ Lists not syncing

Click the refresh icon (πŸ”„) to re-sync. The List must be created in Brevo first under Contacts β†’ Lists.

❌ source_url not showing on contact

Make sure you created the attribute as source_url (exact spelling, with underscore) and that it's set as "Visible". The attribute type should be Text.

❌ Test contact not appearing

Wait 30 seconds and refresh your Brevo contacts. Check that the email isn't on your Brevo blocklist β€” blocked contacts can't be added via API.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Brevo (Sendinblue) Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
MailerLite
Email marketing with intuitive automation β€” free up to 1,000 subscribers
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A MailerLite account (free plan works)

β€’

Your MailerLite API Key (Developer Settings)

β€’

A Group created in MailerLite (we recommend naming it: QuickSum Leads)

⏱ Estimated time: 5–10 minutes

Step-by-Step Setup

1
Get Your MailerLite API Key
  1. Log in to your MailerLite account
  2. Go to Integrations β†’ API (or Developer Settings)
  3. Click Generate New Token
  4. Copy your API key
2
Create a Group in MailerLite
  1. In MailerLite, go to Subscribers β†’ Groups
  2. Click Create Group
  3. Name it QuickSum Leads (or your preferred name)

Note: MailerLite uses Groups instead of Tags. All QuickSum leads will be added to your selected Group.

3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select MailerLite from the CRM Provider dropdown
  4. Paste your API Key
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Set Your Global Groups
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Groups from MailerLite
  4. Select your QuickSum Leads group

πŸ’‘ Custom field: MailerLite supports a source_url custom field. QuickSum automatically sends the article URL where the lead was captured.

5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your MailerLite account under Subscribers β€” the test contact should appear in the QuickSum Leads group
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Make sure you're using the API token from Developer Settings, not an older v1 key. MailerLite has migrated to v2 tokens β€” generate a fresh one if yours doesn't work.

❌ Groups not syncing

Click the refresh icon (πŸ”„) to re-sync. The Group must be created in MailerLite first.

❌ Test contact not appearing

Wait 30 seconds and refresh your MailerLite subscribers. Unsubscribed contacts can't be re-added via API.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

MailerLite Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Beehiiv
Newsletter platform built for growth β€” free up to 2,500 subscribers
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A Beehiiv account (free plan works)

β€’

Your Beehiiv API Key (Settings β†’ Integrations β†’ API Keys)

β€’

Your Publication ID (starts with pub_)

⏱ Estimated time: 5–10 minutes

Step-by-Step Setup

1
Get Your Beehiiv API Key & Publication ID
  1. Log in to your Beehiiv account
  2. Go to Settings β†’ Integrations β†’ API Keys
  3. Click Create New API Key and copy it
  4. On the same page, find your Publication ID β€” it starts with pub_xxxxxxxx

⚠️ Important: Beehiiv requires two fields β€” both the API Key and the Publication ID. The Publication ID must include the pub_ prefix. QuickSum uses the Beehiiv API V2 only.

2
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Beehiiv from the CRM Provider dropdown
  4. Paste your API Key into the first field
  5. Paste your Publication ID (with pub_ prefix) into the second field
  6. Click Test β€” verify you see βœ… Valid
  7. Click Save API Keys
3
Set Your Global Tags
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your tags from Beehiiv
  4. Configure your tags and settings as needed
4
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Beehiiv account under Subscribers β€” the test contact should appear
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Verify you've entered both the API Key and the Publication ID. The Publication ID must start with pub_.

❌ "Publication not found" error

Double-check the Publication ID from your Beehiiv Settings β†’ Integrations page. Make sure you're copying the correct publication if you have multiple newsletters.

❌ Test contact not appearing

Wait 30 seconds and refresh your Beehiiv subscribers. Beehiiv may suppress contacts that previously unsubscribed β€” try with a fresh email address.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Beehiiv Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Systeme.io
All-in-one marketing platform β€” funnels, email, courses, and automation
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A Systeme.io account (free plan works)

β€’

Your Systeme.io API Key (Settings β†’ API Keys)

β€’

A tag created in Systeme.io (we recommend: summary_form)

⏱ Estimated time: 5 minutes

Step-by-Step Setup

1
Get Your Systeme.io API Key
  1. Log in to your Systeme.io account
  2. Click your profile icon (top right) β†’ Settings
  3. Scroll down to Public API key
  4. Click Generate if you don't have one yet, then copy the key
2
Create a Tag in Systeme.io
  1. In Systeme.io, go to Contacts β†’ Tags
  2. Click Create
  3. Name it summary_form

πŸ’‘ Tip: You can create additional tags per widget in the Widget Builder (e.g., blog_seo, paid_landing).

3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Systeme.io from the CRM Provider dropdown
  4. Paste your API Key
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Set Your Global Tags
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your tags from Systeme.io
  4. Check the box next to summary_form
5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Systeme.io account under Contacts β€” the test contact should appear with the summary_form tag
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Make sure you copied the Public API key from Settings, not an OAuth token. If the key field is empty in Systeme.io, click Generate first.

❌ Tags not syncing

Click the refresh icon (πŸ”„) to re-sync. The tag must be created in Systeme.io first under Contacts β†’ Tags.

❌ Test contact not appearing

Wait 30 seconds and refresh your Systeme.io contacts. If the contact already exists, the tag is added to the existing contact rather than creating a duplicate.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Systeme.io Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Klaviyo
Email and SMS for ecommerce and creators β€” free up to 250 contacts
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A Klaviyo account (free plan works)

β€’

Your Klaviyo Private API Key (starts with pk_)

β€’

Tags and/or Lists created in Klaviyo (we recommend a tag: summary_form)

⏱ Estimated time: 5–10 minutes

Step-by-Step Setup

1
Get Your Klaviyo Private API Key
  1. Log in to your Klaviyo account
  2. Click your account name (bottom left) β†’ Settings β†’ API Keys
  3. Click Create Private API Key
  4. Give it a name (e.g., "QuickSum") and set permissions to Full Access
  5. Copy the key β€” it starts with pk_

⚠️ Important: Use the Private API Key (starts with pk_), not the Public API Key. The public key won't work for adding contacts.

2
Create Tags and Lists in Klaviyo
  1. In Klaviyo, go to Audience β†’ Lists & Segments
  2. Click Create List / Segment β†’ choose List
  3. Name it QuickSum Leads
  4. For tags: go to Audience β†’ Tags and create a tag called summary_form

πŸ’‘ Tip: Tags are great for granular tracking (per widget), while Lists work well as the primary container for all QuickSum leads.

3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Klaviyo from the CRM Provider dropdown
  4. Paste your Private API Key (starting with pk_)
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Set Your Global Tags & Lists
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Tags and Lists from Klaviyo
  4. Select your List and/or check the box next to summary_form
5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Klaviyo account under Audience β†’ Profiles β€” the test contact should appear with the summary_form tag and in your selected List
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Make sure you're using the Private API Key (starts with pk_) with Full Access permissions β€” read-only keys can't add contacts.

❌ Tags or Lists not syncing

Click the refresh icon (πŸ”„) to re-sync. Tags and Lists must be created in Klaviyo first.

❌ Test contact not appearing

Wait 30 seconds and refresh Klaviyo's Profiles page. Suppressed profiles can't be re-added via API.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Klaviyo Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
SendGrid
Email delivery and marketing by Twilio β€” free up to 100 emails/day
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A SendGrid account (free tier available)

β€’

Your SendGrid API Key (starts with SG.)

β€’

A List created in SendGrid (we recommend: QuickSum_Leads)

⏱ Estimated time: 5–10 minutes

Step-by-Step Setup

1
Get Your SendGrid API Key
  1. Log in to your SendGrid account
  2. Go to Settings β†’ API Keys
  3. Click Create API Key
  4. Name it "QuickSum" and select Full Access (or at minimum: Marketing β†’ Full Access)
  5. Copy the key β€” it starts with SG.

⚠️ Important: Copy the API key immediately after creation β€” SendGrid only shows it once.

2
Create a List in SendGrid
  1. In SendGrid, go to Marketing β†’ Contacts
  2. Click Create List
  3. Name it QuickSum_Leads
3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select SendGrid from the CRM Provider dropdown
  4. Paste your API Key (starting with SG.)
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Set Your Global Lists
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Lists from SendGrid
  4. Select your QuickSum_Leads list
5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your SendGrid account under Marketing β†’ Contacts β€” the test contact should appear in your QuickSum_Leads list
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Make sure the key starts with SG. and has the correct permissions. SendGrid only shows keys once at creation β€” create a new one if you lost it.

❌ Lists not syncing

Click the refresh icon (πŸ”„) to re-sync. Make sure your API key has Marketing permissions enabled.

❌ Test contact not appearing

SendGrid's Marketing Contacts can take up to 1–2 minutes to sync. Verify the email isn't on your suppression list.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

SendGrid Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Drip
Ecommerce marketing automation β€” plans start at $39/month
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A Drip account (paid plan required)

β€’

Your Drip Account ID and API Key (Settings β†’ Site Data + User Settings)

⏱ Estimated time: 5–10 minutes

Step-by-Step Setup

1
Get Your Drip Account ID & API Key
  1. Log in to your Drip account
  2. Go to Settings β†’ Site Data β€” copy your Account ID
  3. Go to Settings β†’ User Settings β€” copy your API Token
2
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Drip from the CRM Provider dropdown
  4. Paste your Account ID into the first field
  5. Paste your API Key into the second field
  6. Click Test β€” verify you see βœ… Valid
  7. Click Save API Keys
3
Set Your Tags
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your tags from Drip
  4. Select existing tags from Drip, or type new freeform tag names directly

πŸ’‘ Hybrid tags: Drip lets you use existing tags and/or create new freeform tag names directly in QuickSum. Both work at domain and widget level.

4
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Drip account under People β€” the test contact should appear with the correct tags applied
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Make sure the Account ID and API Key are in the correct fields β€” Account ID first, API Key second. Don't swap them.

❌ Tags not syncing

Click the refresh icon (πŸ”„) to re-sync. Or type freeform tag names directly in QuickSum without needing them in Drip first.

❌ Test contact not appearing

Wait 30 seconds and refresh your Drip People list. Drip adds new tags to existing subscribers rather than creating duplicates.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Drip Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
EmailOctopus
Affordable email marketing β€” free up to 2,500 subscribers
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

An EmailOctopus account (free plan works)

β€’

Your EmailOctopus API Key (Account Settings β†’ API Keys)

β€’

Tags created in EmailOctopus (we recommend: summary_form)

⏱ Estimated time: 10 minutes

Step-by-Step Setup

1
Get Your EmailOctopus API Key
  1. Log in to your EmailOctopus account
  2. Go to Account Settings β†’ API Keys
  3. Copy your API key
2
Create Tags in EmailOctopus
  1. In EmailOctopus, go to your List β†’ Tags
  2. Create a tag called summary_form

πŸ’‘ Tip: Tags are applied within a List for segmentation. Add widget-specific tags in the Widget Builder for granular tracking.

3
Create the Source URL Custom Field (Optional)
  1. Go to your List β†’ Settings β†’ Custom Fields
  2. Click Add Field
  3. Name it source_url, type: Text

πŸ’‘ Tip: QuickSum will automatically populate this field with the URL of the article where the lead was captured.

4
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select EmailOctopus from the CRM Provider dropdown
  4. Paste your API Key
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
5
Set Your Global Tags
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Tags from EmailOctopus
  4. Check the box next to summary_form
6
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your EmailOctopus account under your List β†’ Subscribers β€” the test contact should appear with the summary_form tag
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Copy the key fresh from Account Settings β†’ API Keys. Make sure there are no extra spaces.

❌ Tags not syncing

Click the refresh icon (πŸ”„) to re-sync. Tags must be created within your EmailOctopus List first.

❌ source_url not showing on contact

Make sure you created the custom field as source_url (exact spelling) in List β†’ Settings β†’ Custom Fields, type Text.

❌ Test contact not appearing

Wait 30 seconds and refresh your subscriber list. Existing contacts get the new tag rather than a duplicate.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

EmailOctopus Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Buttondown
Simple, powerful newsletter tool for independent writers
Setup guide β–Ύ
⚠️ Double Opt-In & Paid Plan Required
Paid account: Buttondown requires a paid plan for API access.

Double opt-in is mandatory: Buttondown enforces double opt-in for all API-added subscribers. The subscriber must click confirm in the email Buttondown sends before they appear as active.
πŸ“‹ What You'll Need
β€’

A Buttondown paid account

β€’

Your Buttondown API Token (Settings β†’ API)

β€’

Tags created in Buttondown (we recommend: summary_form)

⏱ Estimated time: 5–10 minutes

Step-by-Step Setup

1
Get Your Buttondown API Token
  1. Log in to your Buttondown account
  2. Go to Settings β†’ API
  3. Copy your API Token
2
Create Tags in Buttondown
  1. In Buttondown, go to Subscribers β†’ Tags
  2. Create a tag called summary_form
3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Buttondown from the CRM Provider dropdown
  4. Paste your API Token
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Set Your Global Tags
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Tags from Buttondown
  4. Check the box next to summary_form
5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your test inbox for Buttondown's confirmation email and click confirm
  4. Check Buttondown under Subscribers β€” after confirming, the contact should appear with the summary_form tag

Note: The subscriber appears as "Unconfirmed" until they click the confirmation link. This is expected.

Troubleshooting

❌ "Invalid API Key" error

Verify you're on a paid Buttondown plan. API access is not available on the free tier.

❌ Tags not syncing

Click the refresh icon (πŸ”„) to re-sync. Tags must be created in Buttondown first.

❌ Test contact shows as "Unconfirmed"

This is expected β€” Buttondown enforces double opt-in. Check the test inbox (including spam) for the confirmation email.

❌ Test contact not appearing at all

Wait 30 seconds and refresh. Previously unsubscribed emails may be blocked from re-subscription via API β€” try a fresh address.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Buttondown Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
AWeber
Email marketing for small businesses β€” connects via Make.com or Zapier
Setup guide β–Ύ
ℹ️ AWeber Connects via Make.com or Zapier
AWeber uses OAuth authentication, so QuickSum connects through a webhook using Make.com or Zapier. We provide a ready-made Make.com blueprint you can import in one click.
πŸ“‹ What You'll Need
β€’

An AWeber account

β€’

A Make.com account (free plan works) β€” or Zapier as an alternative

β€’

A List created in AWeber where QuickSum leads will be added

⏱ Estimated time: 10–15 minutes

Step-by-Step Setup (Make.com)

1
Download the Make.com Blueprint
  1. In your QuickSum.AI dashboard, go to Global API Settings
  2. Select AWeber from the CRM Provider dropdown
  3. Click Download Make.com Blueprint and save the JSON file
2
Import the Blueprint into Make.com
  1. Log in to your Make.com account
  2. Go to Scenarios β†’ Create a new scenario
  3. Click the ... menu β†’ Import Blueprint and select the JSON file
  4. The scenario loads with 3 modules: Webhook β†’ Find Subscriber β†’ Add a Subscriber
3
Connect Your AWeber Account in Make.com
  1. Click the AWeber "Find Subscribers" module
  2. Click Add next to Connection β†’ authorize Make.com with your AWeber account
  3. Select your AWeber Account
  4. Repeat for the "Add a Subscriber" module β€” connect and select your Account + List
4
Copy the Webhook URL
  1. Click the Webhook module (first module)
  2. Click Add to create a new webhook, or copy the URL if one exists
  3. Copy the webhook URL (looks like https://hook.make.com/...)
  4. Click Run once in Make.com to activate the listener
5
Paste the Webhook URL in QuickSum.AI
  1. Back in QuickSum under Global API Settings β†’ AWeber
  2. Paste the Make.com webhook URL into the Webhook URL field
  3. Click Send Webhook Data to send a test payload
  4. Verify you see βœ… Valid
  5. Click Save API Keys
6
Activate the Make.com Scenario
  1. Back in Make.com, verify the test data came through
  2. Turn the scenario ON (toggle at the bottom left)
7
Test Your Connection End-to-End
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your AWeber account β€” the test contact should appear in your selected List with tags applied
  4. If the contact appears correctly β€” you're done! βœ…
How the Blueprint Works
  1. Webhook β€” receives the lead data from QuickSum (email, tags, source URL)
  2. Find Subscriber β€” checks if the email already exists in AWeber (prevents duplicates)
  3. Add a Subscriber β€” adds the contact to your AWeber list with tags and source_url

πŸ’‘ Field mapping: QuickSum sends up to 5 tag fields (tag_1 through tag_5). Unused tags are sent as empty strings and ignored by AWeber.

πŸ”’ Duplicate filter: A filter between modules 2 and 3 only continues if the email was not found. Existing subscribers are skipped.

Troubleshooting

❌ "Send Webhook Data" fails in QuickSum

Make sure you clicked "Run once" in Make.com before sending the test data. The webhook listener must be active.

❌ AWeber connection fails in Make.com

Make sure you're logged into the correct AWeber account when authorizing and grant all requested permissions.

❌ Duplicate contacts appearing

Verify the filter between modules 2 and 3 is active: it should say "Duplicated Email" with condition "email does not exist."

❌ Scenario stops running

Make sure the scenario is toggled ON (not just Run once). Check your Make.com plan has operations remaining β€” free plan includes 1,000/month.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

AWeber Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Flodesk
Design-focused email marketing β€” flat-rate pricing from $25/month
Setup guide β–Ύ
⚠️ Paid Account Required
Flodesk API access requires a paid account (at least $25/month). The free trial does not include API access.
πŸ“‹ What You'll Need
β€’

A Flodesk paid account ($25/month or higher)

β€’

Your Flodesk API Key (Settings β†’ Integrations)

β€’

A Segment created in Flodesk (we recommend: QuickSum Leads)

⏱ Estimated time: 10 minutes

Step-by-Step Setup

1
Get Your Flodesk API Key
  1. Log in to your Flodesk account
  2. Go to Settings β†’ Integrations (or Account β†’ API)
  3. Find the API Key section and copy your key

Note: Flodesk's API is in beta. If you don't see the API option, contact Flodesk support to request access.

2
Create a Segment in Flodesk
  1. In Flodesk, go to Audience β†’ Segments
  2. Click Create Segment
  3. Name it QuickSum Leads
3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Flodesk from the CRM Provider dropdown
  4. Paste your API Key
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Set Your Global Segments
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Segments from Flodesk
  4. Select your QuickSum Leads segment

πŸ’‘ Custom field: Flodesk supports a source_url custom field. Add it in Flodesk settings to track which article each lead came from.

5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Flodesk account under Audience β€” the test contact should appear in your QuickSum Leads segment
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Verify you're on a paid Flodesk plan. If you have a paid plan but no API option, contact Flodesk support.

❌ Segments not syncing

Click the refresh icon (πŸ”„) to re-sync. Segments must be created in Flodesk first.

❌ Test contact not appearing

Wait 30 seconds and refresh your Flodesk audience.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Flodesk Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Ghost
Open-source publishing with built-in memberships and newsletters
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A Ghost site (self-hosted or Ghost Pro)

β€’

Your Ghost Admin API Key (format: admin_key_id:admin_key_secret)

β€’

Your Ghost site URL (e.g., https://yourblog.ghost.io)

β€’

Tags created in Ghost (we recommend: summary_form)

⏱ Estimated time: 10 minutes

Step-by-Step Setup

1
Get Your Ghost Admin API Key
  1. Log in to Ghost Admin (e.g., yourblog.ghost.io/ghost)
  2. Go to Settings β†’ Integrations
  3. Click Add custom integration, name it "QuickSum" and click Create
  4. Copy the Admin API Key β€” format admin_key_id:admin_key_secret
2
Create Tags in Ghost
  1. In Ghost Admin, go to Tags
  2. Click New tag
  3. Name it summary_form

πŸ’‘ How Ghost handles tags: Ghost Tags apply as member Labels when leads are captured.

3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Ghost from the CRM Provider dropdown
  4. Paste your Admin API Key into the first field
  5. Enter your Ghost URL into the second field (e.g., https://yourblog.ghost.io β€” no trailing slash)
  6. Click Test β€” verify you see βœ… Valid
  7. Click Save API Keys
4
Set Your Global Tags
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Tags from Ghost
  4. Check the box next to summary_form

βœ… Automatic: The source URL is attached as a Note on the member's profile in Ghost. No setup needed.

5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Ghost Admin under Members β€” the test contact should appear with the summary_form label and the source URL in Notes
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Make sure the Admin API Key contains the colon (id:secret) and is in the first field. The Ghost URL should include https:// but no trailing slash.

❌ "Connection refused" error

Verify the Ghost URL is correct and publicly reachable (not behind a firewall or localhost).

❌ Tags not syncing

Click the refresh icon (πŸ”„) to re-sync. Tags must be created in Ghost first.

❌ Test contact not appearing

Wait 30 seconds and refresh Ghost Members. Existing members get the label added rather than a duplicate.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Ghost Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Moosend
Affordable email marketing and automation β€” plans start at $9/month
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A Moosend account

β€’

Your Moosend API Key (Settings β†’ API Key)

⏱ Estimated time: 5 minutes

Step-by-Step Setup

1
Get Your Moosend API Key
  1. Log in to your Moosend account
  2. Go to Settings β†’ API Key
  3. Copy your API Key
2
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Moosend from the CRM Provider dropdown
  4. Paste your API Key
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
3
Set Your Tags
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In CRM Configuration, type your tag names directly (e.g., summary_form)

πŸ’‘ Freeform tags: Moosend uses freeform tag strings β€” no need to create them in Moosend first. Type the tag name in QuickSum and it's applied to every lead.

4
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Moosend account under Mailing Lists β€” the test contact should appear with the correct tags
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Copy the key fresh from Settings β†’ API Key. Check for extra spaces.

❌ Test contact not appearing

Wait 30 seconds and refresh. Existing subscribers are updated with the new tags.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Moosend Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Campaign Monitor
Email marketing and automation β€” plans start at $9/month
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A Campaign Monitor account

β€’

Your Campaign Monitor API Key (Account Settings β†’ API Keys)

β€’

A List created in Campaign Monitor (we recommend: QuickSum Leads)

⏱ Estimated time: 10 minutes

Step-by-Step Setup

1
Get Your Campaign Monitor API Key
  1. Log in to your Campaign Monitor account
  2. Click your profile icon β†’ Account Settings β†’ API Keys
  3. Copy your API Key

πŸ’‘ Note: Campaign Monitor uses Basic Auth. QuickSum handles this automatically β€” just paste the key as-is.

2
Create a List in Campaign Monitor
  1. Go to Lists & Subscribers
  2. Click Create a new list
  3. Name it QuickSum Leads
3
Add Source URL Custom Field (Optional)
  1. Go to your List β†’ Custom Fields
  2. Click Add a new custom field
  3. Name it source_url, type: Text
4
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Campaign Monitor from the CRM Provider dropdown
  4. Paste your API Key
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
5
Set Your Global Lists
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Lists from Campaign Monitor
  4. Select your QuickSum Leads list
6
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Campaign Monitor account under Lists & Subscribers β€” the test contact should appear in your QuickSum Leads list
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Copy the key fresh from Account Settings β†’ API Keys. Just paste the raw key β€” QuickSum handles Basic Auth automatically.

❌ Lists not syncing

Click the refresh icon (πŸ”„) to re-sync. Lists must be created in Campaign Monitor first.

❌ source_url not showing on contact

Make sure the custom field is named source_url exactly, type Text.

❌ Test contact not appearing

Wait 30 seconds and refresh your list. Contacts can appear in multiple lists β€” this is expected.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Campaign Monitor Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Omnisend
Ecommerce email and SMS marketing β€” free up to 250 contacts
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

An Omnisend account (free plan works)

β€’

Your Omnisend API Key (Settings β†’ Store Settings β†’ API Keys)

⏱ Estimated time: 5 minutes

Step-by-Step Setup

1
Get Your Omnisend API Key
  1. Log in to your Omnisend account
  2. Go to Settings β†’ Store Settings β†’ API Keys
  3. Click Create API Key and copy it
2
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Omnisend from the CRM Provider dropdown
  4. Paste your API Key
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
3
Set Your Tags
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In CRM Configuration, type your tag names directly (e.g., summary_form)

πŸ’‘ Freeform tags: Omnisend uses freeform tag strings β€” type the tag name directly in QuickSum.

4
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Omnisend account under Contacts β€” the test contact should appear with the correct tags
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Copy the key fresh from Settings β†’ Store Settings β†’ API Keys.

❌ Test contact not appearing

Wait 30 seconds and refresh. Existing contacts are updated with the new tags.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Omnisend Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Loops
Email platform for modern SaaS companies and creators
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A Loops account

β€’

Your Loops API Key (Settings β†’ API)

β€’

A Mailing List created in Loops

⏱ Estimated time: 5 minutes

Step-by-Step Setup

1
Get Your Loops API Key
  1. Log in to your Loops account
  2. Go to Settings β†’ API
  3. Click Generate API Key and copy it
2
Create a Mailing List in Loops
  1. Go to Audiences β†’ Mailing Lists
  2. Click Create Mailing List
  3. Name it QuickSum Leads

Note: Loops uses Mailing Lists only β€” no tags. Segmentation is done through list membership.

3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Loops from the CRM Provider dropdown
  4. Paste your API Key
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Select Your Mailing List
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Mailing Lists from Loops
  4. Select your QuickSum Leads list

βœ… Automatic: source_url is added to every contact automatically β€” no setup needed in Loops.

5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Loops account under Audiences β€” the test contact should appear in your QuickSum Leads list
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Copy the key fresh from Settings β†’ API.

❌ Mailing Lists not syncing

Click the refresh icon (πŸ”„) to re-sync. The list must be created in Loops first.

❌ Test contact not appearing

Wait 30 seconds and refresh your Loops audiences.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Loops Setup Checklist

Not on QuickSum yet?

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Create Free Account β†’
Resend
Developer-friendly email platform β€” free up to 3,000 emails/month
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A Resend account (free tier available)

β€’

Your Resend API Key (starts with re_)

β€’

A Segment created in Resend (we recommend: QuickSum Leads)

⏱ Estimated time: 5 minutes

Step-by-Step Setup

1
Get Your Resend API Key
  1. Log in to your Resend account
  2. Go to API Keys in the sidebar
  3. Click Create API Key
  4. Name it "QuickSum" and copy the key β€” it starts with re_
2
Create a Segment in Resend
  1. Go to Audiences β†’ Segments
  2. Click Create Segment
  3. Name it QuickSum Leads
3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Resend from the CRM Provider dropdown
  4. Paste your API Key (starting with re_)
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Set Your Global Segments
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Segments from Resend
  4. Select your QuickSum Leads segment
5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Resend account under Audiences β€” the test contact should appear in your QuickSum Leads segment
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Make sure the key starts with re_. Keys are only shown once at creation β€” create a new one if lost.

❌ Segments not syncing

Click the refresh icon (πŸ”„) to re-sync. Segments must be created in Resend first.

❌ Test contact not appearing

Wait 30 seconds and refresh your Resend audiences.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Resend Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
CRM Platforms
Pipedrive
Sales CRM and pipeline management β€” plans start at $14/month
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A Pipedrive account (any paid plan)

β€’

Your Pipedrive API Token (Settings β†’ Personal Preferences β†’ API)

β€’

Labels created in Pipedrive (we recommend: QuickSum Lead)

⏱ Estimated time: 5–10 minutes

Step-by-Step Setup

1
Get Your Pipedrive API Token
  1. Log in to your Pipedrive account
  2. Click your profile icon β†’ Personal Preferences β†’ API
  3. Copy your Personal API Token
2
Create Labels in Pipedrive
  1. Go to Contacts β†’ People
  2. Click the Labels dropdown and create a label called QuickSum Lead

Note: Pipedrive uses Labels instead of Tags. Labels work on both domain and widget level in QuickSum.

3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Pipedrive from the CRM Provider dropdown
  4. Paste your API Token
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Set Your Global Labels
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Labels from Pipedrive
  4. Select your QuickSum Lead label

βœ… Automatic: The source_url field is applied to every contact automatically β€” you'll see the article URL on their profile.

5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Pipedrive account under Contacts β†’ People β€” the test contact should appear with the QuickSum Lead label and source URL populated
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Make sure you're using the Personal API Token from Personal Preferences β†’ API. Company-level Marketplace keys won't work.

❌ Labels not syncing

Click the refresh icon (πŸ”„) to re-sync. Labels must be created in Pipedrive first.

❌ Test contact not appearing

Wait 30 seconds and refresh. Existing contacts get the label added rather than a duplicate.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Pipedrive Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
HubSpot
All-in-one CRM and marketing platform β€” free CRM available
Setup guide β–Ύ
πŸ“‹ What You'll Need
β€’

A HubSpot account (free CRM works)

β€’

A Private App Token (starts with pat-)

β€’

A Static List created in HubSpot (we recommend: QuickSum_Leads)

⏱ Estimated time: 10–15 minutes

Step-by-Step Setup

1
Create a Private App in HubSpot
  1. Log in to your HubSpot account
  2. Go to Settings (gear) β†’ Integrations β†’ Private Apps
  3. Click Create a private app, name it "QuickSum"
  4. Under Scopes, enable crm.objects.contacts (read/write) and crm.lists (read/write)
  5. Click Create app β†’ confirm
  6. Copy your Access Token β€” starts with pat-

⚠️ Important: Use a Private App Token (starts with pat-). HubSpot deprecated legacy API keys.

2
Create a Static List in HubSpot
  1. Go to Contacts β†’ Lists
  2. Click Create list β†’ choose Static list
  3. Name it QuickSum_Leads

πŸ’‘ Tip: Create one master list like QuickSum_Leads at the domain level, then per-widget lists for granular tracking.

3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select HubSpot from the CRM Provider dropdown
  4. Paste your Private App Token (starting with pat-)
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Set Your Global Lists
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Lists from HubSpot
  4. Select your QuickSum_Leads list
5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your HubSpot account under Contacts β€” the test contact should appear in your QuickSum_Leads list
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Make sure you're using a Private App Token (starts with pat-). Legacy API keys have been deprecated.

❌ "Insufficient permissions" error

Verify that crm.objects.contacts and crm.lists scopes are enabled with read/write access on your Private App.

❌ Lists not syncing

Lists must be created as Static lists (not Active/Smart lists). Click refresh (πŸ”„) to re-sync.

❌ Test contact not appearing

Wait 30 seconds and refresh. Existing contacts are added to the list rather than duplicated.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

HubSpot Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Course Platforms
Kajabi
All-in-one course, membership, and marketing platform with built-in blogging
Setup guide β–Ύ
⚠️ Paid Account Required
Kajabi API access requires a paid plan that includes API features. Verify your plan includes API access before proceeding.
πŸ“‹ What You'll Need
β€’

A Kajabi paid account with API access

β€’

Your Kajabi API Key (Settings β†’ API Keys)

β€’

Tags created in Kajabi (we recommend: summary_form)

⏱ Estimated time: 5–10 minutes

Step-by-Step Setup

1
Get Your Kajabi API Key
  1. Log in to your Kajabi account
  2. Go to Settings β†’ API Keys
  3. Generate or copy your API Key
2
Create Tags in Kajabi
  1. Go to Contacts β†’ Tags
  2. Create a tag called summary_form

πŸ’‘ Tip: Kajabi has built-in blogging, making it ideal for embedding QuickSum widgets directly on your Kajabi blog posts.

3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Kajabi from the CRM Provider dropdown
  4. Paste your API Key
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Set Your Global Tags
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Tags from Kajabi
  4. Check the box next to summary_form
5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Kajabi account under Contacts β€” the test contact should appear with the summary_form tag
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Verify your Kajabi plan includes API access. If you don't see an API Keys section, your plan may not support it.

❌ Tags not syncing

Click the refresh icon (πŸ”„) to re-sync. Tags must be created in Kajabi first.

❌ Test contact not appearing

Wait 30 seconds and refresh your Kajabi contacts.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Kajabi Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Teachable
Online course platform for creators and educators
Setup guide β–Ύ
⚠️ Paid Account Required
Teachable API access requires a paid plan that includes API features.
πŸ“‹ What You'll Need
β€’

A Teachable paid account with API access

β€’

Your Teachable API Key (Account Settings β†’ API Keys)

⏱ Estimated time: 5 minutes

Step-by-Step Setup

1
Get Your Teachable API Key
  1. Log in to your Teachable account
  2. Go to Account Settings β†’ API Keys
  3. Generate or copy your API Key
2
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Teachable from the CRM Provider dropdown
  4. Paste your API Key
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
3
Set Your Tags
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In CRM Configuration, type your tag names directly (e.g., summary_form)

πŸ’‘ Freeform tags: Teachable uses freeform tag strings β€” type the tag name directly in QuickSum. Many Teachable users blog on WordPress, making QuickSum widgets a natural fit there.

4
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Teachable account under Users β€” the test contact should appear with the correct tags
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Verify your Teachable plan includes API access. If you don't see an API option, your plan may not support it.

❌ Test contact not appearing

Wait 30 seconds and refresh your Teachable users list.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Teachable Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Thinkific
Online course platform with built-in blog functionality
Setup guide β–Ύ
⚠️ Paid Account Required
Thinkific requires a paid plan that supports third-party integrations via API and webhooks.
πŸ“‹ What You'll Need
β€’

A Thinkific paid account with API access

β€’

Your Thinkific API Key (Settings β†’ API Keys)

β€’

Tags created in Thinkific (we recommend: summary_form)

⏱ Estimated time: 5–10 minutes

Step-by-Step Setup

1
Get Your Thinkific API Key
  1. Log in to your Thinkific account
  2. Go to Settings β†’ API Keys
  3. Generate or copy your API Key
2
Create Tags in Thinkific
  1. Go to Users β†’ Tags
  2. Create a tag called summary_form

πŸ’‘ Tip: Thinkific has built-in blog functionality β€” embed QuickSum widgets directly on your Thinkific blog posts.

3
Connect in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to Global API Settings in the sidebar
  3. In the CRM Integration section, select Thinkific from the CRM Provider dropdown
  4. Paste your API Key
  5. Click Test β€” verify you see βœ… Valid
  6. Click Save API Keys
4
Set Your Global Tags
  1. Go to Email & CRM Integration in the sidebar
  2. Select your domain from the top bar
  3. In the CRM Configuration section, click the refresh icon (πŸ”„) to sync your Tags from Thinkific
  4. Check the box next to summary_form
5
Test Your Connection
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your Thinkific account under Users β€” the test contact should appear with the summary_form tag
  4. If the contact appears correctly β€” you're done! βœ…

Troubleshooting

❌ "Invalid API Key" error

Verify your Thinkific plan includes API access and third-party integrations.

❌ Tags not syncing

Click the refresh icon (πŸ”„) to re-sync. Tags must be created in Thinkific first.

❌ Test contact not appearing

Wait 30 seconds and refresh your Thinkific users list.

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Thinkific Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Automation & Webhooks
Custom Webhook
Connect any CRM, database, or service via Make.com, Zapier, or n8n
Setup guide β–Ύ
ℹ️ When to Use the Custom Webhook
The Post-Automation Webhook sends lead data to any external service after QuickSum's native CRM pipeline completes. Use it when your CRM isn't in the native list (Salesforce, Notion, Airtable, etc.), when you want multiple destinations (CRM + Google Sheets + Slack), or when you need custom logic before data reaches your CRM.
πŸ“‹ What You'll Need
β€’

An account on Make.com, Zapier, or n8n (or any service that accepts webhooks)

β€’

A webhook URL (must use HTTPS)

⏱ Estimated time: 10–15 minutes

Webhook Payload

When a lead is captured, QuickSum sends a POST request to your webhook URL with this JSON payload:

{
  "email": "subscriber@example.com",
  "source": "quicksum_post_automation",
  "page_url": "https://yourblog.com/blog/seo-tips",
  "page_title": "Sample Blog Article β€” Key SEO Tips",
  "timestamp": "2026-04-02T11:15:43.529Z",
  "widget_name": "Blog Sidebar Widget"
}

Select which fields to include from the Data Fields to Send checkboxes in the dashboard. Email is always included.

Quick Connect Templates

QuickSum includes 6 pre-built templates with step-by-step instructions and field mappings. Click any template in the dashboard:

HubSpot via Make.com Salesforce via Zapier Google Sheets via Zapier Airtable via n8n Pipedrive via Make.com Notion via Zapier

Step-by-Step Setup

1
Create a Webhook in Your Automation Tool
  1. πŸ”§ Make.com: New Scenario β†’ "+" β†’ "Webhooks" β†’ "Custom webhook" β†’ "Add" and copy the URL (https://hook.eu1.make.com/xxxxxxxx) β†’ add your CRM module and map fields
  2. ⚑ Zapier: New Zap β†’ "Webhooks by Zapier" β†’ "Catch Hook" β†’ copy the URL (https://hooks.zapier.com/hooks/catch/xxxxxxx/xxxxxxx/) β†’ add your action and map fields
  3. πŸ”΄ n8n: New Workflow β†’ "Webhook" trigger node β†’ method POST β†’ copy the production URL (https://your-instance.app.n8n.cloud/webhook/abc123) β†’ add your CRM node and map fields
2
Configure the Webhook in QuickSum.AI
  1. Open your QuickSum.AI dashboard
  2. Go to any domain's Email & CRM Integration page
  3. Scroll down to Post-Automation Webhook
  4. Toggle Enable Webhook to ON
  5. Paste your webhook URL (must be HTTPS)
3
Select Data Fields
  1. Under Data Fields to Send, choose which fields to include
  2. β˜‘ Email Address (required)  Β·  β˜‘ Page URL  Β·  β˜‘ Page Title  Β·  β˜‘ Widget Name  Β·  β˜‘ Timestamp
4
Test the Webhook
  1. In your automation tool, click "Run once" (Make.com) or "Test trigger" (Zapier) to start listening
  2. In QuickSum, expand Webhook Payload Preview & Send
  3. Review the payload preview, then click Send Webhook Data
  4. Verify the test data arrived in your automation tool
5
Map Fields & Activate
  1. Map the incoming webhook fields to your CRM fields (email β†’ Email, page_url β†’ Source, etc.)
  2. Add any additional logic (filters, conditions, multiple destinations)
  3. Turn the scenario/zap/workflow ON
6
Test End-to-End
  1. Go to any page with your QuickSum widget embedded
  2. Submit a test email through the widget
  3. Check your CRM/destination β€” the lead should appear with the correct data
  4. If the contact appears correctly β€” you're done! βœ…

Field Mapping Reference

QuickSum FieldJSON KeyExample Value
Email Addressemailsubscriber@example.com
Sourcesourcequicksum_post_automation
Page URLpage_urlhttps://yourblog.com/blog/seo-tips
Page Titlepage_titleKey SEO Tips for 2026
Widget Namewidget_nameBlog Sidebar Widget
Timestamptimestamp2026-04-02T11:15:43.529Z

Troubleshooting

❌ "Send Webhook Data" fails

Make sure your automation tool is actively listening. In Make.com, click "Run once" before testing. The URL must use HTTPS.

❌ Data arrives but fields are empty

Check the Data Fields to Send checkboxes. Only checked fields are included in the payload.

❌ Webhook works in test but not in production

Make sure the scenario/zap/workflow is toggled ON (not just in test mode).

Still Stuck?

Submit a support ticket with a screenshot of the error. Our founder will personally help you get connected as quickly as possible.

Submit a Support Ticket β†’

Custom Webhook Setup Checklist

Not on QuickSum yet?

Start free. Your first 25 submissions are on us. No credit card required.

Create Free Account β†’
Get started

Start capturing leads into the tools you already use

Free plan included. No credit card required. Your first 25 submissions are on us.

Create Free Account