How it fits together

Connecting your business

What to wire first depending on where your customers and data already are.

Step by step

1
Shop (Shopify, WooCommerce, Shopware)
Data source on the customer table or export URL with a change column; tracker goals add_to_cart and purchase in the theme; cart recovery automation; review request after delivery.
2
CRM (HubSpot, Pipedrive)
Migration once, then a data source or webhook for new records; segments mirror your stages.
3
Course platform (Kajabi)
Kajabi landing and offers stay; place the tracker with data-attr="forms" so attribution reaches the checkout; export people into Omnipresent for nurture and reviews.
4
Website forms (WordPress, Webflow, custom)
Point the form action at the forms endpoint of a list or send a webhook to a data source; double opt-in if the form does not say otherwise.
5
Booking tools (Calendly, Cal.com)
Webhook data source on booking created; booking endpoint on the channel board.
6
Social platforms
Channel board with a dedicated mailbox per platform; audience import; OAuth for publishing where available.