Chapter - Integration: CentralStationCRM (beta)

With the CentralStationCRM integration, you connect mailfino with your CentralStationCRM account. You can import contacts from CentralStationCRM, use tags as an import source, pass form submissions to CentralStationCRM, and store sending events as historical events for the contact. Setup is done in mailfino under Connections. In CentralStationCRM, you will need an API key from the account settings. Chapter Prepare CentralStationCRM API Key... Read more

mailfino connects to CentralStationCRM via the REST API. For this, you need an API key. The key replaces the username and password combination for the API. In CentralStationCRM, open the gear icon in the top right and go to Account Settings. In the Users & Access Rights section, open Manage External Applications (API) and create a new API key. ... Read more

If no connection has been set up yet, mailfino will directly open the selection of available systems. Otherwise, click on "New Connection" in the connection dialog. Then select CentralStationCRM. CentralStationCRM in System Selection Enter the CentralStationCRM API key. You do not need to enter a URL; mailfino uses the official API address https://api.centralstationcrm.net. Enter CentralStationCRM API Key Check Connection... Read more

Open the saved CentralStationCRM connection and select the source "Persons" in the Import section. By default, mailfino imports all accessible persons from CentralStationCRM. If your CentralStationCRM account contains tags, mailfino will also display these tags as import sources. This allows you, for example, to import only persons with the tag "Newsletter" into their own mailfino recipient list. ... Read more

mailfino forms can create new CentralStationCRM contacts or update existing ones. The requirement is a saved CentralStationCRM connection with a valid API key. Activate the transfer in the form editor in the connections section. Select the CentralStationCRM connection and map form fields to the desired contact fields. Activate CentralStationCRM form transfer The email address is required for form synchronization. mailfino ... Read more

mailfino can store shipping events as historical events for CentralStationCRM contacts. Supported events include successful deliveries, failed deliveries, unsubscribes, and complaints, provided the CentralStationCRM integration is activated in the Results tab. CentralStationCRM Shipping Events Activation The historical events are stored on the corresponding contact record. mailfino uses the external key from the address import or form sync for this. When a recipient... Read more

If the CentralStationCRM integration is not working, first check the connection in the Integrations section. The most common causes are a deleted or incorrectly copied API key. If no tags appear as an import source, your CentralStationCRM account may not contain any tags yet. In that case, use "All People" first or create tags for your desired target groups in CentralStationCRM. ... Read more