Overview

The Popin Zapier App enables you to integrate Popin with thousands of other applications through Zapier. This guide provides instructions on how to connect Popin to Zapier and configure triggers for seamless automation.

Prerequisites

Before integrating with Zapier, ensure you have:

• A Popin account with administrator access.
• An API Key (generated via the Popin dashboard).
• A Zapier account.

Getting Your API Key

1. Log in to your Popin Dashboard: Popin Developers
2. Navigate to the Developers section.
3. Click the Setup button next to Zapier.
4. Click Generate API Key.
5. Copy and securely store the API Key for Zapier integration.

Connecting Popin to Zapier

1. Open Zapier and go to My Apps.
2. Click Add a Connection and search for Popin.
3. Select Popin and enter the API Key obtained from your dashboard.
4. Click Continue to authenticate and connect your account.

Available Triggers

Popin provides four triggers to automate workflows when specific events occur.

1. New Scheduled Call

Trigger: Fires when a new scheduled call is created in Popin.

Trigger Key: popin_scheduled_notification

Sample Data:

{
  "phoneNumber": "9876543210",
  "countryCode": "+91",
  "email": "test@tester.com",
  "customerName": "John Doe",
  "time": "10:00 AM",
  "date": "2022-01-01",
  "url": "https://popin.to/join/212345",
  "language": "en",
  "custom_1": "Category 1",
  "custom_2": "Category 2",
  "viewed": "https://yoursite.com/product/12345 | https://yoursite.com/product2/6789"
}

2. New Missed Call

Trigger: Fires when a call is missed by agents in Popin.

Trigger Key: popin_missed_notification

Sample Data:

{
  "phoneNumber": "9538218000",
  "countryCode": "+91",
  "email": "tester@test.com",
  "customerName": "John Doe"
}

3. User Captured

Trigger: Fires when a user enters their contact details on Popin.

Trigger Key: popin_user_captured

Sample Data:

{
  "phoneNumber": "9876543210",
  "countryCode": "+91",
  "email": "tester@test.com",
  "customerName": "John Doe",
  "utm_source": "google",
  "utm_medium": "cpc",
  "utm_campaign": "new_campaign",
  "utm_term": "product_term",
  "utm_content": "ad_content",
  "extra": "extra_data"
}

4. Call Successful

Trigger: Fires when a call is successfully completed in Popin.

Trigger Key: popin_call_successful

Sample Data:

{
  "phoneNumber": "9876543210",
  "countryCode": "+91",
  "email": "tester@test.com",
  "customerName": "John Doe",
  "agentName": "Vijth"
}

Example Use Cases

• Sync New Scheduled Calls to Google Calendar: When a customer schedules a call, automatically create a Google Calendar event.
• Send Missed Call Alerts to Slack: Notify your support team in Slack whenever a call is missed.
• Add Captured Users to CRM: Add users who enter their details to your CRM, such as HubSpot or Salesforce.
• Log Successful Calls in Google Sheets: Keep a record of all completed calls in Google Sheets for tracking.

Support

If you encounter any issues, please contact Popin Support at support@popin.to.