How to Use Zapier Addon With WP Popups

To connect WP Popups to Zapier, you need the Zapier addon. Purchase WP Popups Zapier addon.

With the WP Popups Zapier integration, you can connect your WP Popups opt-in popups to any one of the thousands of apps that are available on Zapier.

What Information Can WP Popups Pass to Zapier?

When you connect to an app on Zapier, WP Popups lets you pass some or all of the following information from your opt-in popups. That is, when someone submits their information via your popup, you can send the following information to any app on Zapier:

Email
Full Name (First and Last)
First Name
Last Name
GDPR Accept (whether or not visitors checked the box to accept your terms)
Date
ID (a unique ID that WP Popups creates for each submission)

How to Use WP Popups With Zapier

Before starting this tutorial, you’ll want to register for a free Zapier account if you haven’t already done so.

1. Install Zapier Addon

To access the Zapier integration, you first need to install the Zapier addon plugin, which you can download from your My Account area.

Learn how to install a WP Popups addon plugin.

2. Set Up WP Popups Zapier Integration

To activate the WP Popups Zapier connection, go to WP Popups → Settings → Integrations in your WordPress dashboard and:

Select Zapier from the list of integrations
Give your Zapier account a nickname to help you remember it
Click Connect to Zapier

You should then see your WP Popups Zapier API key. Keep this API key handy because you’ll need it later on.

However, before you can create your Zap at Zapier, you first need to publish your email opt-in popup.

3. Create Your Popup

As we mentioned above, you need to create and publish your popup on WordPress before you can create the Zapier connection.

To create your popup, go to WP Popups → Add New as you normally would and create a new popup. You can choose one of the pre-made templates or start from a blank popup.

Then, go to the Email Marketing tab and select Zapier. Then, click Add New Connection and give it a name:

Then, click Save Connection in the sidebar.

Now, you can use the Optin options settings to control your opt-in form. You can also use the other settings to control your popup’s appearance, triggers, display rules, etc.

Once you’re finished, make sure to Publish your popup to make it live.

4. Set Up WP Popups As Your Trigger in Zapier

Once you’ve published your popup, you’ll finish the rest of the setup on Zapier’s website.

To get started, log in to Zapier and click Create Zap:

This will launch the Zap editor.

In the When this happens section, search for and select WP Popups:

Once you select the WP Popups app, Zapier should pre-fill the trigger event as “New Entries”. Click Continue to advance:

Then, click the button to Sign in to WP Popups:

After clicking the button, you should see a popup that prompts you to enter your:

Website – the URL of the website where you’re using WP Popups. Make sure to include the “https” or “http” part of the URL.
API Key – the API key that you created in Step #2 (in WordPress, go to WP Popups → Settings → Integrations and select Zapier to view your API key).

Then, click Yes, Continue in the popup.

You should then see a successful connection to your WP Popups account – it should look something like this:

Click Continue to advance.

Now, you can use the WPPopups List drop-down to select the specific popup that you want to connect to from a list of all of your eligible popups.

Remember – you need to have already published the popup that you want to use in order for it to appear – that’s why you should have already created the popup in Step #3.

Once you select your popup, click Continue.

Now, Zapier will give you a chance to test the connection by importing some dummy data. WP Popups automatically creates a dummy entry for you when you publish your popup.

To make sure everything is working, click the Test & Continue button:

If all goes well, Zapier should advance you to the next step – you can always go back and verify that Zapier was able to import data by expanding the Find Data box:

5. Set Up Your Action

Once you’ve set up new entries in WP Popups as your Zapier trigger, you need to set up what to do with those new entries.

You can connect to any app on Zapier, including:

Email marketing services for which WP Popups doesn’t have a dedicated add-on.
Customer relationship management tools (CRMs).
Google Sheets.
Etc.

For this example, we’ll show you how to add new submissions as rows in a Google Sheets spreadsheet. However, you’ll use the same basic process to connect to any tool.

There will be some minor variations depending on the app, but Zapier does a good job of guiding you through everything.

To get started, search for and select your app in the Do this section.

Then, if applicable, you can use the Choose Action Event drop-down to tell Zapier what to do with your information from WP Popups.

In this case, that would be to “Create Spreadsheet Row”. Again, this tells Zapier to add each popup submission as its own row:

Then, click Continue.

Next, you’ll need to choose the account for your app:

For Google Sheets, you’d then need to choose the specific spreadsheet and worksheet to use. Again, this step will vary depending on your app.

In our spreadsheet, we already set up column headings, so Zapier will automatically import them.

Then, you need to map the fields from your popup to the fields in your destination app. For Google Sheets, that means mapping popup fields to each spreadsheet column.

For an email marketing service or CRM, that would mean mapping popup fields to the equivalent fields in your lists/customer database.

Again, WP Popups lets you pass the following information:

Email
Full Name (First and Last)
First Name
Last Name
GDPR Accept (whether or not visitors checked the box to accept your terms)
Date
ID (a unique ID that WP Popups creates for each submission)

Once you’ve mapped all of the fields, click Continue.

Now, you’ll be prompted to run another test to make sure the connection works. Click Test & Continue:

If all goes well, you should see a green checkmark appear:

You should also see a test entry in your destination app – here’s what our spreadsheet looks like:

6. Turn On Your Zap

Congrats! You just finished the setup process.

To make your Zap live, all you need to do is turn it on by clicking the toggle in the top-right corner:

Whenever someone submits their information via your popup, Zapier will automatically pass that information on to your destination app according to the field mapping that you set up.

If needed, you can repeat the same process for additional popups or apps.