How to export an email template to OpenCRM?

In this article, you can find more information on exporting email templates from Stripo to OpenCRM.

Elmira avatar
Written by Elmira
Updated over a week ago

To export your email template from Stripo directly to OpenCRM, you need to:

  • Open an email template and click the "Export" button, which is located above the email template, then find the "OpenCRM" icon;

  • Enter your Connector's Name (you can give any), Key 1, Key 2, and System URL; click the "Export" button;

To get the Keys, go to the OpenCRM account, switch to the "Settings" β†’ "Integrations" and click on the "Setup Stripo Integration".

After that, please follow the next steps:

1) Click the "Generate New Key" button;

2) Type in the "Key name" (Stripo Account, for example);

3) Then click the "Save" button;

Furthermore, you can also follow the article on how to generate the OpenCRM API keys for Stripo integration.

Your OpenCRM System URL can be found on the "Home" page of the OpenCRM account.

  • The email template will be placed in the "Settings" β†’ "Email Templates" menu.

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