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Activate Dinamize Integration

By integrating your Dinamize account, you can pass leads captured by Guru, buyer and sale data in order to segment your contacts in Dinamize, to interact in a personalized way while monitoring conversions and revenue.

To activate the integration, you need to enter your Dinamize account in Guru, then define the rules for contact segmentation, and map additional sale or subscription fields.

On this page:

  • Step 1: Obtain account ID

  • Step 2: Activate the integration

  • What to do next

Before starting, you need to:

  • Have an account with Dinamize.

  • Be an administrator user or have permission to perform the following actions.

Step 1: Obtain account ID

In this step, you will obtain the account ID to activate your Dinamize integration.

Before activating the integration in Guru, you must request API activation in Dinamize via email at suporte@dinamize.com.

Steps:

1 - Access your Dinamize account with your username and password.

2 - In the top menu, click the Icon, and then on My Account.

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3 - Copy and save the Account ID.

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Step 2: Activate Integration with Dinamize

In this step, you will connect your Dinamize account in Guru.

The API Key/Token will no longer be available after saving the integration. If you change the API key, it will no longer be valid, requiring you to return to the Dinamize environment to obtain the key.

This change will provide greater security for your account, as integration data will no longer be visible.

Steps:

1 - Access Guru admin with your username and password.

2 - In the side menu, access Settings > Integrations > Autoresponders > Dinamize.

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3 - On the Detail tab, enter:

  1. Username: your Dinamize account username;

  2. Password: your Dinamize account password;

  3. Account: your Account ID - obtained in step 1, item 3;

  4. Active: switch the button to the ON position.

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4 - Click Send.

To confirm that the integration is active, you should see a notification in the upper right corner.

What to do next

Once the integration with Dinamize is active, you must configure the rules for contact segmentation in Dinamize; and map any additional fields you want (optional step).

This configuration is done through:

1 - Mapping Sales Status to Dinamize;

2 - Sending Custom Data to Dinamize.

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