Poper's integration with EngageBay allows you to automatically send leads captured through your popups directly to your EngageBay 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 EngageBay.
Open the Integrations Tab:
On the left side of the popup editor, locate the "Integrations" tab and click on it.
Select EngageBay Integration:
From the list of available integrations, choose "EngageBay."
Provide EngageBay Credentials:
You'll be prompted to enter your EngageBay API Key. These credentials can be found in your EngageBay account under Settings > API Keys.
Select EngageBay People or Company:
Choose the contact category 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 EngageBay contact records. This ensures that the lead data is transferred accurately.
Add Custom Fields (Optional):
If needed, you can add custom fields to your EngageBay 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 EngageBay 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 EngageBay integration, you can streamline your lead capture and nurturing processes, saving time and effort while maximizing your marketing effectiveness.