Email Integrations

The Email Integrations tab (formerly Autoresponders) connects your email marketing tool to your site. Once connected, leads from your forms flow straight into your email lists — no manual export needed.

ESTAGE Native Email

The first row, ESTAGE Native Email, sends autoresponses from your own ESTAGE CRM — no external account. Click Connect to open its setup wizard; the row shows how many steps are left, then Ready to send once every required step is done. You can reopen it with Details at any time. The steps are the same ones described in Getting set up to send.

Supported services

API-key services: Mailchimp, ActiveCampaign, GetResponse, Kit (ConvertKit), HubSpot, Brevo, Mailer Lite, SendGrid, Keap, Moosend, Sender, Sendlane, Ontraport.

Sign-in services (connect by signing in): AWeber, Zoho, Constant Contact.

Webhook: Zapier — connect any other tool through a webhook URL.

Connecting a service

1. Find the service card and click Connect.
2. Provide your credentials:
   • API-key services — paste your API key or token, then Connect My Account.
   • Sign-in services — a window opens at the provider; sign in and allow access. There’s nothing to copy back — Genesis finishes the connection when the window closes.
   • Zapier — create a Zap with a Catch Hook trigger, paste its webhook URL and click Save Webhook. Genesis sends a test payload so you can finish mapping fields in Zapier. Every form on the project that uses Zapier sends to this one URL.
3. The card shows Active once connected.

Some services accept a few formats — for example, ActiveCampaign takes either your full API URL or just your account name; Genesis normalizes it for you.

Zoho adds only the contact’s email address — first name, last name and other fields aren’t sent. Zoho form actions can pick your custom tags, or create a new tag on the spot.

Managing a connection

• Details — see the credentials stored for the connection.
• Pause — temporarily stop sending leads without disconnecting; Activate turns it back on.
• Disconnect — remove the service (a confirmation dialog appears first).

Tip

Connect your email tool before you publish lead-capture forms, so you never miss a submission while you’re getting set up.

Or keep the email here

Connecting a service is one of three ways to handle email. You don’t have to route leads elsewhere at all:

	What happens to your list	Good when
Connect (this page)	Stays in the other tool, new leads flow to it	Your marketing already runs there and works
Send natively	Lives in the ESTAGE CRM	You’re starting fresh, or want the list, the sending and the results in one place
Import	Moves across — fields, tags, lists, templates and contacts	You’re leaving the other tool

The three aren’t exclusive. A common path is to connect first so nothing is lost, then import when you’re ready to move, then turn the connector off.