ConvertKit Integration
Integrate ConvertKit (now Kit) with AgencyPro to sync subscribers, trigger sequences, and automate tagging based on client data. Purpose-built for creators, coaches, and consultant-style agencies that run email marketing focused on long-form relationships rather than traditional bulk campaigns.
Why Connect ConvertKit with AgencyPro?
ConvertKit (now called Kit) is the email platform of choice for creators, consultants, and boutique agencies who prioritize deep audience relationships over bulk campaign metrics. The integration with AgencyPro means every client, lead, and prospect automatically flows into ConvertKit with appropriate tags and sequences. When a new client signs up, they're enrolled in your welcome sequence. When they finish a project, they get a case-study nurture flow. When a lead books a discovery call, they enter a sales sequence. For agencies that treat email as their primary relationship-building channel — newsletters, personal broadcasts, long-form education — ConvertKit's automation paired with AgencyPro's client operations creates a complete lifecycle marketing system.
Key Features
Benefits for Your Agency
How Agencies Use ConvertKit with AgencyPro
Creator-style welcome sequence for new clients
When someone becomes a client, they're added to ConvertKit with the tag "Client" and enrolled in a welcome sequence with personal-style emails from the founder, not corporate templates.
Sales funnel tagging for warm leads
When a prospect opens a proposal in AgencyPro, they're tagged "Proposal-Viewed" in ConvertKit, triggering a follow-up sequence designed to answer common objections.
Alumni nurture for past clients
When a project completes, clients are tagged "Alumni" and enrolled in a monthly educational newsletter that keeps them engaged for future engagement or referrals.
How to Set Up ConvertKit
- Open Settings → Integrations → ConvertKit in AgencyPro
- Generate a ConvertKit API secret in your ConvertKit account settings
- Paste the API secret into AgencyPro and confirm the connection
- Map AgencyPro client fields to ConvertKit custom fields
- Configure tagging rules (e.g., "Retainer client" → tag "Active-Retainer")
- Connect sequences to trigger events — new clients, project starts, project completions
Frequently Asked Questions
What's the difference between ConvertKit and Mailchimp for agencies?
ConvertKit (Kit) is designed for creator-style email (personal, text-focused, sequence-driven). Mailchimp is designed for traditional marketing (templates, broadcasts, e-commerce). Choose ConvertKit if you write long-form newsletters and nurture personally. Choose Mailchimp if you run campaigns and need templates.
Does this work with ConvertKit's free plan?
Yes. The integration works with the ConvertKit Free plan (up to 10,000 subscribers, limited automations). Creator ($15+/month) and Creator Pro ($29+/month) unlock full automation capabilities that make the integration most valuable.
Can I sync tags bi-directionally?
Tag updates in AgencyPro sync to ConvertKit automatically. Tag changes in ConvertKit can optionally sync back to AgencyPro custom fields — useful for capturing engagement scoring from email activity.
How does sequence enrollment work?
You map AgencyPro events (new client, project start, project end, churned) to specific ConvertKit sequences. When the event fires, the contact is enrolled automatically with full personalization via merge fields.
What happens when ConvertKit rebrands to Kit?
ConvertKit is transitioning to the Kit brand. The integration works seamlessly with both the old and new branding — functionality and API endpoints remain the same, just the marketing name changes.
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Ready to Get Started?
Connect ConvertKit with AgencyPro and streamline your workflow today.