Beehiiv Integration Setup

Beehiiv Setup Step by Step

The Beehiiv integration is different from the Klaviyo integration in that we cannot automatically create customer profile fields, instead the fields need to exist prior to us mapping data to them.

Additionally, you’ll need to keep them in a list as we can’t pull existing fields directly from Beehiiv currently, so the setup requires a bit more attention to detail.

1. Sign into your Beehiiv account, then click on settings

2. Next click on “Integrations”

3. From here we’ll want to create an API Key, click “New API Key” a slider will show up asking you to name it, enter the name of your newsletter and something to distinguish what you’re using if for. For example: ft_storename

4. Your new key will be created, copy it and save it somewhere special

5. Navigate to your Formtoro App and click on Integrations in the left hand menu, then click on Beehiiv

6. Paste in your API key that you just created

7. Next we need to add the Publication ID, make sure your signed into the correct newsletter in Beehiiv, although all the API Keys will show across them all, the publication ID will change in the settings based on which one you are signed into, so go back to the main dashboard and make sure your publication is showing in the top left

8. Then navigate to “Settings” then “Integrations” like before (https://app.beehiiv.com/settings/integrations/api) copy this ID

9. Back in Formtoro, add the Publication ID

10. Click “Connect” and you should have confirmation things have been linked

Now here are where things are a little different, unlike Klaviyo, Beehiiv does not allow us to create profile fields on the fly, so create your forms as you have in the past, then determine what information you want to pass into Beehiiv.

From there we need to create these fields in Beehiiv.

1. Creating fields in Beehiiv, Click Audience dropdown on the left then click “Custom Fields”

2. Form there click “Create Custom Field” on the top right

3. Then enter a short string that will be used to map your question from Formtoro, select “Text” from the data type dropdown and hit save

4. Navigate to a form you are looking to map data from, then click “Integrations”

5. Then select “Beehiiv”

6. Copy the custom fields you created to map the corresponding data from Formtoro and click “Activate Integration”

7. You’ll be all set

IMPORTANT NOTE: YOU’LL WANT TO MAKE SURE THAT YOU USE YOUR CUSTOM FIELDS AS THE “STEP NAMES” IN FORMTORO

Doing this will allow you to copy existing forms and will auto populate in the integrations tab without you having to manually update them. It will save time and increase consistency.

You can submit a test form and you should see the information added to a customer profile: