Poper's integration with Zixflow CRM allows you to seamlessly capture leads from your popups / widgets and automatically add them as collection records within your Zixflow account. This streamlines your workflow and ensures that no leads slip through the cracks.
Here's how to set up the integration:
Access Your Poper Popup:
Log in to your Poper dashboard and open the specific popup you want to integrate with Zixflow.
Open the Integrations Tab:
On the left side of the popup editor, locate the "Integrations" tab and click on it.
Select Zixflow Integration:
From the list of available integrations, choose "Zixflow."
Provide Zixflow Credentials:
Enter a descriptive name for your Zixflow connection.
Obtain your Zixflow API Key from your Zixflow account by navigating to Settings > Developer > API Keys.
Ensure that the API Key has full access to "Collections" and "Collection Records."
Paste the API Key in the designated field within Poper.
Select Zixflow Collection:
Choose the specific Zixflow collection where you want to add the leads captured through this popup.
Map Fields:
Poper will automatically fetch the fields available in your selected Zixflow collection.
Map the fields collected in your Poper to the corresponding fields in your Zixflow collection. This ensures accurate data transfer.
Connect:
Once you've completed the field mapping, 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 popup. Check your Zixflow account to ensure that the lead has been added to the specified collection and that the mapped fields are populated accurately.