This documentation provides a step-by-step guide to integrating Poper with Zapier for automation purposes. By following these instructions, you can efficiently capture new leads from your Poper popups and trigger various automation workflows through Zapier.
Prerequisites:
You must have an active account on Poper with published and live popups.
Access to Zapier with appropriate permissions to create new Zaps.
Integration Steps
Ensure Popup is Published and Live:
Before initiating the integration process, ensure that the popup you intend to capture leads from is published and live within your Poper account. Zapier integrations can only be applied to live popups.
Create a New Zap:
Log in to your Zapier account and navigate to the dashboard.
Click on "Make a Zap" to initiate the integration process.
Select Trigger:
In the Zap editor, choose a trigger app by typing "Poper" in the search bar.
Select the Poper app from the search results.
Configure Trigger Settings:
Choose the "New Lead" event from the available triggers and click "Continue" to proceed.
Select Poper Account:
If you have previously connected your Poper account with Zapier, select it from the list of accounts displayed
Otherwise, click on "Connect a new account" and follow the authentication process to connect your Poper account.
Enter API Key:
Retrieve your API key from Poper. Refer to Poper's documentation or contact support for guidance on obtaining the API key.
Paste the API key into the designated field in Zapier and click "Continue" to authenticate your account.
Choose Popup:
After authenticating your Poper account, select the specific popup from which you want to capture responses.
It's recommended to give unique names to your popups in Poper for easy identification.
Click "Continue" to proceed.
Test Integration:
To ensure the integration is functioning correctly, click on "Test" to simulate the trigger and capture a sample response from the selected popup.
Submit a fake test lead through your Poper popup to verify the integration's functionality.
Finalize Integration:
Once the test is successful and responses are captured, proceed to finalize the integration.
Click on "Continue" to proceed with setting up subsequent actions or connecting additional apps to automate further processes based on the captured leads.
Conclusion
Congratulations! You have successfully integrated Poper with Zapier, enabling seamless automation workflows triggered by new leads captured from your Poper popups. You can now leverage this integration to streamline your marketing and sales processes efficiently.