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How do I integrate my Email Service Provider with Chamaileon
How do I integrate my Email Service Provider with Chamaileon

Use the Chamaileon integration feature to sync your email HTML directly to your ESP, either as a campaign or as a template

Gergely Nagy avatar
Written by Gergely Nagy
Updated over 10 months ago

Why use an integration?

The integration feature makes your life easier. If you are tired of copying and pasting email HTML from Chamaileon (the email builder) to your ESP (the Email Service Provider) then this integration is what you've been waiting for. You can easily sync an email from the Chamaileon dashboard to the ESP's campaign or template screen.

We know: copy-pasting a lot of stuff is quite common in digital marketing, but we are still humans and not copy-paste machines. This article contains some copy-pasting also, sorry for that.

Currently, we have available integrations with:

  1. Custom integrations

  2. Mailchimp with OAuth

  3. Mailchimp with API key

  4. Hubspot

  5. CampaignMonitor (OAuth)

  6. ConstantContact

  7. SendGrid

  8. SparkPost

  9. Mailgun

  10. Brevo

  11. iContact

  12. Marketo

  13. Bronto (Deprecated)

  14. Braze

  15. Iterable

  16. ActiveCampaign

  17. Klaviyo

  18. Omeda

  19. Eloqua (OAuth)

  20. SalesForce Pardot

  21. CampaignMonitor

  22. miniCRM

The most popular that works with a lot of ESP's is the webhook. There is a Zapier webhook for ESP's that work with Zapier and a general webhook you can use for several other ESP's that support a direct webhook integration, like ActiveCampaign. There are also direct, application-specific integrations for other ESP's, like MailChimp.

Choose the Integrations menu option from the workspace menu in the upper-lefthand corner, to the left of your workspace name.

Webhook

You can read our detailed guidelines on how you can use webhook integration here.

Zapier integration

If you aren't familiar with Zapier, check out What is Zapier on their website. Zapier has a free-tier account that will work to sync your Chamaileon emails to your ESP.

Click on "Add" on Zapier.

Now, in order to get the URL, you will need to create a Zap in Zapier.

Make sure to check it it's possible to integrate your Email Service Provider with Zapier.

Here is a video tutorial with the screenshots below.

  1. In Zapier, click ''Make a Zap''

 2. Choose "Webhooks" as the initial trigger step, from "Built-in Apps".

 3. Choose "Catch Hook" as the trigger.

4. Copy the custom webhook URL given to you by Zapier.

5. Paste it into Chamaileon.

6. Go back to Zapier and add another step, an action, and choose your ESP — I'll use MailChimp in this example.

7. Click "show less common options" and select "Create Campaign".

8. Connect your Mailchimp account with Zapier.

9. Now you will be able to create your Mailchimp campaign in Zapier. 

With the webhooks, you will be able to send the following 6 pieces of information about your email template to your ESP:

  1. Title of the email/template (Maybe the name of your campaign?)

  2. Subject line

  3. Preview text (you always set it up, right?)

  4. The HTML of the email

  5. Plain-text version of the email (automatically generated by Chamaileon)

  6. The JSON format of the email (for developers)

Name your campaign and choose the audience (list) where you want it to be sent.

By clicking on a dropdown, next to the email subject line for example, you can set the subject line from your HTML template created in Chamaileon. The same goes for the preview text.

Set up the From name and From Email Address like you usually do in Mailchimp.

For Email Content, click the dropdown and choose "Email HTML" that is retrieved from the Chamaileon template.


10. Send a test to Mailchimp. and if the test was successful. click Finish.

Campaign created in your Email Service Provider.


Now you can go to your ESP and under Campaigns, choose the list which you choose in Zapier. You will find your test campaign that was created created in Zapier there.

Everything that you set up in Zapier is here, and you just need to ''Schedule'' or click ''Send''.

From now on, when you have an integration set-up already, you can see the Sync to... button on the email's card when you hover your mouse above it. If you have multiple integrations, you first have to choose which one you want to use.

When you attach an email/template to one integration, it remains synced with that, later you need to push the sync button only once and the email syncs automatically.

The email/template may sync to an ESP's folder, list, or campaign directly, so you may have to redo the set-up for them based on how your ESP works.

You'll have to create a separate Zap for each audience you have.

Note: If you wish to use an email/template with multiple integrations, you'll need to duplicate the email and set up every instance of it with the desired integration.

Mailchimp integration

Problems with Mailchimp integration!

Potential error can occur when you synchronize as template. We strongly advise you to sync as campaign to avoid any complication.

It will automatically import your template from Chamaileon to Mailchimp or generate or export HTML from Chamaileon and copy-pasting each time you want to import that template. We definitely recommend to use the ''Sync option''.

Firstly, you will need to integrate your Mailchimp account with Chamaileon.

Go to ''Integrations'' in the workspace menu and choose Mailchimp.

Name your integration and click ''Auth with Mailchimp''.

Go to Chamaileon dashboard and click ''Sync to'' on the email which you want to Sync.

Choose ''Mailchimp integration'' from the list and add the (audience) list name.

Note when using Mailchimp integration:

Never edit the code in Mailchimp, because your editor will mess up the code and will double or even triple the size causing issues in Gmail. If you want to edit a design you should do it in Chamaileon by duplicating the email, editing it and then using ''Sync option''.

Some important information

The Sync function works the same way as the generate HTML. Every sync counts as one export, so if you are on a limited export plan, use it cautiously.

Bronto

Here is how you can directly sync your email template from Chamaileon:

Firstly, you need to create a Bronto integration in Chamaileon.

Here is how you can do that:

  1. In your Bronto account, go to Settings => Platform Settings => Data Exchange => Soap API Access Token. Click on Add Access Token, name the Token, enable all permissions, then save. Finally, you can copy your API token from the black box.

  2. In the ''Integrations'' tab in Chamaileon, chopse ''Bronto'', name your integration and paste the API token you copied from Bronto.

3. Next, go back to your emails and when you hover over the email that you want to sync, click ''Sync to''. Choose the integration (under the name you have saved it under your ''Integrations'' tab, add a subject/preview line and choose the email list you want to send it to. Click ''Sync now'' when you are ready. Your email will appear in Bronto in the ''Messages Dashboard''.

Here is a video tutorial:

MiniCRM

Here is how you can integrate Chamaileon with MiniCRM:

Go to your workspace menu and select ''Integrations''. Choose MiniCRM.

Connect to your MiniCRM account using an API key. Generate a key in MiniCRM at System settings and paste it below.

To create API key, go to the Settings > System page and click on the Create new API key button. If you have already created a key, here you can generate a new one later or delete the existing one.

Make sure to generate it under ''Chamaileon API key''.

Copy the generated API key.

Go back to Chamaileon and paste it.

When you go back to your email which you want to sync to MiniCRM, hover over the email card and click ''Sync to''.

Choose the MiniCRM integration, subject line, preview text and the folder where you want your email template to appear to.

When you've done that, click ''Sync now''.

You can go to MiniCRM now and your email will appear in the folder which you chose.

Mailgun

To use this ''advanced integration'', you need to have a paid account.

First, you need to integrate Chamaileon with Mailgun.

To do this, you need to go to your workspace settings in Chamaileon and under ''Integrations'' click ''Mailgun''.

Name your Mailgun integration and add an API key. To get the API key you have to go to your Mailgun account and grab the API.

When you are in your Mailgun account, under ''Settings'', go to ''API Keys''.

View the key and copy it.

Paste it to Chamaileon and click ''Save''.

When you go back to your email dashboard in Chamaileon, find the email that you want to sync, and when hovering over the email that you want to sync, click ''Sync to''.

Choose your Mailgun integration from the list, add subject line, preview text, choose the domain, name it, and click ''Sync Now''.

In Mailgun, go to ''Sending'', then ''Templates'' and there you will see the template that you synced.

Campaign Monitor

You need to have a paid account to use this ''advanced integration''.

First, you need to integrate Chamaileon with Campaign Monitor.

To do this, you need to go to your workspace settings in Chamaileon and under ''Integrations'' click ''Campaign Monitor''.

When you have done that, name your integration and click ''Auth with Campaign Monitor''.

Next, you have to connect with your Campaign Monitor account and click ''Continue''.

Then click ''Allow access''.

And you will see your Campaign Monitor integration under ''Saved integrations'' section.

When you go back to your email dashboard in Chamaileon, find the email that you want to sync, and when hovering over the email that you want to sync, click ''Sync to''.

Choose your Campaign Monitor integration from the list, add subject line, preview text and click ''Sync Now''.

Constant Contact

To use this ''advanced integration'', you need to have a paid account.

First, you need to integrate Chamaileon with Constant Contact.

To do this, you need to go to your workspace settings in Chamaileon and under ''Integrations'' click ''Constant Contact''.

When you have done that, name your integration and click ''Auth with Constant Contact''.

Next, you have to connect with your Constant Contact account and click ''Continue''.

And you will see your Constant Contact integration under ''Saved integrations'' section.

When you go back to your email dashboard in Chamaileon, find the email that you want to sync, and when hovering over the email that you want to sync, click ''Sync to''.

Choose your Constant Contact integration from the list, add subject line, preview text and click ''Sync Now''.

iContact

First, you need to integrate Chamaileon with iContact.

To do this, you need to go to your workspace settings in Chamaileon and under ''Integrations'' click ''iContact''.

Go to your iContact account and in the upper right hand-corner choose ''Settings and Billing''.

Next, choose ''iContact integrations''.

Under ''Custom API integrations'', click ''Create''.

Next, copy Application ID, username, Password and Account ID from the fields below and paste it to Chamaileon under your iContact integration.

Now you can save your integration.

When you go back to your email dashboard in Chamaileon, find the email that you want to sync, and when hovering over the email that you want to sync, click ''Sync to''.

Choose your iContact integration from the list, add subject line, preview text, campaign and message type. Then you can click ''Sync Now''.

When you go back to iContact, under the tab ''Email'', you will find the email that you synced.

And your email is ready to be sent out!

Sparkpost

To do this, you need to go to your workspace settings in Chamaileon and under ''Integrations'' click ''Sparkpost''.

Name your Sparkpost integration. Next, you have to get the API key from your Sparkpost account.

Log in to your Sparkpost account. Navigate to ''Configuration, and then ''API keys''.

Click create an API key

Name your API key Chamaileon or similar and click ''Create API key''.

When you have done that, copy the created API key.

Then go back to Chamaileon and paste the API key in the integration tab and click ''Save''.

When you go back to your email dashboard in Chamaileon, find the email that you want to sync, and when hovering over the email that you want to sync, click ''Sync to''.

Choose your Sparkpost integration from the list, add subject line, preview text, ID of the template, name of the template, and from email. Then you can click ''Sync Now''.

When you go back to your Sparkpost dashboard, under ''Content'', and then ''Templates'', you will see the email that you synched.

Marketo

First, go to your workspace settings in Chamaileon and click 'Integrations''. 

Find Marketo integration and name it.

To get the Client ID, Client Secret, Endpoint URL and Identity URL, you have to login to your Marketo account.

Follow this tutorial for more details: https://developers.marketo.com/blog/quick-start-guide-for-marketo-rest-api/

Here are the steps you need to follow:

Step 1. Create a Role in Marketo

Create a role for the integration: specific what kind of conditions Chamaileon will have in Marketo.
Go to ''Admin'' in Marketo.

Under ''Users & Roles'' click ''Roles''.

Then click ''New Role''.

Choose permission:

  • Read/Write Assets

  • Approve Assets

  • Access Experience Cloud Audience Sharing

Step 2. Create a User

Create a user in Marketo workspace and assign a role for it created in step 1 (with the Read/Write Assets permissions).

Click ''Users'' in the ''Users & Roles'' tab and then ''Invite New User''.

Add email, first name, last name and click next.

Step 3. Create a Custom Service

This will serve as the “link” between Marketo & Chamaileon.
Under integration click ''LaunchPoint'' and then ''New''.

You can name it for example ''Chamaileon integration''.

Step 4. Copy the “Client ID” and “Client Secret” Information

Under “View details” in Custom Service, find and copy your Client ID and Client Secret to Chamaileon.

Here is where you paste it in Chamaileon.

Step 5. Copy the “Endpoint” and “Identity” Information

Under “Rest API” in Custom Service, find and copy your Endpoint and Identity.

Step 6. Paste Your Information In Chamaileon

Under “Integrations” in your Chamaileon workspace, choose Marketo and paste your:

  • Client ID

  • Client Secret

  • Endpoint

  • Identity

Step 7. Sync HTML Emails To Marketo in one click!

When you finish your email template design, simply click on “Sync to...” and choose your Marketo integration. 

Now you can go to Marketo and your email template will be there in the ''Design studio'' under ''Email templates''.

Iterable

First, under your workspace settings, click the ''Integration tab''.

Choose ''Iterable'' integration.


Under ''Integrations'' click API keys and then ''Create a new API key''.

Choose ''Standard'' and then click ''Create''.

Copy the API key you just created.

Paste it to Chamaileon and name your integration.

When you go back to your email dashboard, when hovering over the email you want to sync, choose ''Sync to''.

Choose your Iterable integration from the list, and add a subject line, preview text, and name of your template in Iterable.

Remember that your email template must contain Unsubscribe link. You can add it in the email with the {{unsubscribeUrl}}, {{hostedUnsubscribeUrl}}, {{unsubscribeMessageTypeUrl}}".

You can add it as a merge tag.

You will find your template under ''Templates'' in Iterable in the ''Content'' tab.

Braze

Under ''Integrations'' click ''Braze''.

Name your Braze integration.

Next, you have to get the API key from your Braze account.

It is under ''Account Settings'' then ''API Settings''.

When you have done that, click ''Save''.

Now, go back to your email dashboard and hover over the email which you want to sync.

Choose Braze integration from the list.

Add a subject line, preview text, and name your template. Then click ''Sync now''.

When you go to your Braze account, choose ''Templates & Media''. There you will find the email that you synced.

Now you can send it out to your list.

Sendgrid

Go to your workspace menu and select ''Integrations''. Find Sendgrid integration and name it.

To get the API key, you need to go to your Sendgrid account and copy the API key.

Paste it under the API key in Chamaileon and click Save.

When the integration is saved, go back to Chamaileon dashboard and hover over the email that you want to Sync.

Find ''Sync to'' and add a subject line, preview text, and click ''Sync now''.

Now you can click Open in ''Sendgrid'' and it will take you to your Sendgrid account and you will find your template that you synced. It will be in your ''Design Library''.



Let us know if you have any questions!

Omeda

Please contact Omeda via their Jira Client Portal or reach out to their Client Success Manager to acquire the necessary API credentials for the Omeda <> Chamaileon integration.

Eloqua

Find Eloqua integration.

Name your integration and click Auth with Eloqua.

Next, you have to sign in to your Eloqua account.

Now go to the email that you want to sync and choose the Eloqua integration that you saved.

Set your Email Folder and Email group you want to sync it in Eloqua.

Click ''Next''.

Add a subject line and preview text and click ''Sync''.

Now, when you go to Eloqua, you will find it under Recently Accessed.

Let us know if you have more questions about this!

Pardot

Integrating with Pardot requires entering your Business Unit ID. You can find it by following the instructions below:

  1. Log into Salesforce using the same account you use to log into Pardot.

  2. Click on the Setup tab.

  3. Find the Pardot dropdown and click Pardot Account Setup.

  4. You may have multiple Pardot business units. Use the Business Unit ID of the one you want to connect with Chamaileon.

After you have the Business Unit ID, go to ''Integrations'' in the workspace menu in Chamaileon and choose Pardot:

Name your integration, set Business Unit ID, and click ''Auth with Pardot.

Go to the Chamaileon dashboard and click 'Export or Sync'' on the email you want to Sync, select the Pardot integration you created, and fill in the fields.

After synchronizing you can open the email in Pardot from the email card right below the email name:

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