Integrations

Integrations overview

What PocketPass connects to - your CRM, Zapier, and your own software over the API and webhooks - and what each one unlocks.

Connect Klaviyo

How to connect Klaviyo, what profile properties and metrics PocketPass writes back, and how your lists and segments become pass audiences.

Connect Mailchimp

How to connect Mailchimp, nominate a primary audience, and what merge fields and events PocketPass writes back - plus the saved-segment caveat.

Connect HubSpot

How to connect HubSpot, what plan you need (any tier, including Free), which properties PocketPass writes back, and how to trigger wallet pushes from a HubSpot workflow.

Connect Me&u Connect

How to connect Me&u Connect, why it has no lists or segments, and what custom fields and contact notes PocketPass writes back.

Connect Constant Contact

How to connect Constant Contact, the four custom fields PocketPass writes back, how to add an install button to a campaign, and why Constant Contact links and notifications work a little differently.

Lists, tags & segments from your CRM

PocketPass reads your connected CRM's audiences so you can target notifications and template rules by the same lists, tags, and segments you already use.

Connect Campaign Monitor

How to connect Campaign Monitor, why you pick a client and a list, the four custom fields PocketPass writes back, and how to add an install button to a campaign.

Connect ActiveCampaign

How to connect ActiveCampaign with your API URL and key, the five custom fields PocketPass writes back, how to add an install button, and how to trigger a wallet push from an automation.

Connect Omnisend

How to connect Omnisend with a one-click OAuth authorization, the five custom properties PocketPass writes back, how to add an install button, and how to trigger a wallet push from an automation.

Turn customers into passes (lazy enrollment)

Connect a CRM and PocketPass writes a personal install link onto every contact; their pass is created the moment they add it to their wallet, and install state flows back to your CRM.

Trigger notifications from your CRM

Fire a live wallet push from a CRM automation by POSTing a pass ID and message to PocketPass's notify endpoint. Uses your account's auto-generated notification webhook key — no API-key detour.