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Connecting Third-Party Analytics and CRM Tools

Updated this week

Overview

Psyke pages can send leads and visitor data directly to your CRM (Customer Relationship Management) system, email platform, or marketing automation tool. This article covers the main methods for connecting these tools.

Method 1: Using Zapier or Make (Easiest)

Zapier and Make are automation platforms that connect apps together without any coding. They work by detecting events (like a form submission on your Psyke page) and automatically sending that data to another tool.

  1. Create a free account at zapier.com or make.com.

  2. Create a new Zap (Zapier) or Scenario (Make).

  3. Set the trigger as a Webhook — Psyke can send form submission data to a webhook URL.

  4. In Psyke, go to your form settings and enter the Zapier/Make webhook URL in the Form Submission Webhook field.

  5. Set the action to create a contact, lead, or deal in your CRM (HubSpot, Salesforce, Pipedrive, etc.).

  6. Test the connection by submitting the form on your page.

Method 2: HubSpot Native Integration

  1. In your Psyke dashboard, go to Settings → Integrations.

  2. Click Connect HubSpot and log in to your HubSpot account when prompted.

  3. Authorise the connection. Psyke will now send form submissions to HubSpot as new contacts automatically.

Method 3: Embed a CRM Form Directly

If your CRM provides an embeddable HTML form (like HubSpot, Typeform, or Mailchimp), you can embed it directly on a Psyke page:

  1. Open the page in the Psyke editor.

  2. Add an Embed or HTML block.

  3. Paste the form's embed code into the block.

  4. Save and publish.

Connecting Google Analytics (GA4)

  1. In Google Analytics, go to Admin → Data Streams → Add Stream → Web.

  2. Enter your Psyke domain URL and copy the Measurement ID (looks like G-XXXXXXXXXX).

  3. In Psyke, go to Settings → Integrations → Google Analytics and paste the Measurement ID.

Salesforce

Use Zapier or Make to connect Psyke form submissions to Salesforce leads or contacts, as described in Method 1. Alternatively, embed a Salesforce Web-to-Lead form using the Embed block method.

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