Poper's integration with Ontraport allows you to automatically send leads captured through your popups directly to your Ontraport CRM.
Here's how to set up the integration:
Access Your Poper Popup:
Log in to your Poper dashboard and open the specific Poper you want to integrate with Ontraport.
Open the Integrations Tab:
On the left side of the popup editor, locate the "Integrations" tab and click on it.
Select Ontraport Integration:
From the list of available integrations, choose "Ontraport."
Provide Ontraport Credentials:
You'll be prompted to enter your Ontraport API ID and API Key. These credentials can be found in your Ontraport account under Administration > Integrations > API Keys.
Select Ontraport Tag:
Choose the specific tag in Ontraport that you want to assign to contacts captured through this popup / widget.
Map Fields:
Map the fields collected in your Poper to the corresponding fields in your Ontraport contact records. This ensures that the lead data is transferred accurately.
Add Custom Fields (Optional):
If needed, you can add custom fields to your Ontraport contact records that are not directly mapped from Poper.
Connect:
Once you've completed the mapping and configuration, click the "Connect" button to establish the integration.
Testing the Integration:
To verify that the integration is working correctly, submit a test lead through your Poper. Check your Ontraport account to ensure that the lead has been added to the specified tag and that the mapped fields are populated correctly.
By following these steps and leveraging the power of Poper's Ontraport integration, you can streamline your lead capture and nurturing processes, saving time and effort while maximizing your marketing effectiveness.