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1

Create a ConverseKit Account

Visit https://conversekit.ai and sign up for a new account.
  • Enter your first name, last name, and email address.
  • Verify your email to proceed to the next step.
2

Set Up Your Organization

After verifying your email, you’ll be prompted to create your organization:
  • Provide details like your organization name, industry, and other required fields.
  • Click Save to complete setup.
Once this step is done, your ConverseKit account and workspace will be ready.
3

Install the Salesforce App

To integrate with Salesforce, install the ConverseKit Managed Package using the link below:
🔗 Install ConverseKit for Salesforce
During installation, choose one of the following access levels:
  • Admins Only
  • All Users
  • Specific Profiles
4

Assign the ConverseKit Permission Set

After installation:
  • Go to Setup → Permission Sets in Salesforce.
  • Assign the ConverseKit Admin permission set to the integration user who will handle communication between Salesforce and ConverseKit.
5

Connect Your Salesforce Org

In the ConverseKit Web App:
  1. Navigate to Integrations from the main menu.
  2. Select Salesforce, then click Connect Org.
  3. Authenticate and authorize access when prompted.