Enable New Lead Email Notifications
In short
Roccai helps businesses grow with tailored digital solutions. Learn how to enable email notification for new leads.
Updated
Latest help guides
How to set up the HubSpot integration
Connect HubSpot to send enriched leads from selected Roccai guide campaigns into your CRM. Create a HubSpot service key with contact read/write access, connect it in Roccai, and map guide answers to HubSpot property internal names. Roccai creates new contacts or updates existing ones by email.
Read more →Build a Live Product Feed in Google Sheets
Put one product per row in a Google Sheet and publish that tab to the web as CSV. Paste the published link into Product Setup → Via Link, switch on Auto-Update Product Feed under Advanced Settings, then run Detect Data. Roccai re-reads the sheet every night, so edits in the sheet update your guide.
Read more →Connect Your Guide to Mailchimp
Roccai adds and updates Mailchimp audience subscribers the moment someone submits an input card. Get two things from Mailchimp, an API key and the audience ID, paste them into Share → Integrations → Mailchimp, map one field to EMAIL, and choose which campaigns feed the audience.
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