How to Integrate Picreel With Zapier

 

Integrate Picreel with Zapier to send lead generation data from Picreel popups to third-party applications that don’t offer native integration with Picreel. By setting up this integration, users can automate data transfers to platforms like Sendy, Mailchimp, Slack, and hundreds of other apps, allowing them to streamline workflows and enhance data utilization across systems.

 

Use Case:
For instance, if your Picreel campaign collects visitor emails, you can automatically send this data to your Sendy account through a Zap. This way, the collected emails are directly added to a Sendy mailing list, saving you the time and effort of manual data entry.

 

Benefits of Integrating Picreel with Zapier:

  1. Extended Connectivity - Connect Picreel to over 700 web apps that don’t have native Picreel integrations, enabling a wider data-sharing network.
  2. Automation of Repetitive Tasks - Reduce manual work by automating routine tasks, like transferring leads, which boosts efficiency.
  3. Streamlined Workflows - Improve your operational workflows by centralizing and automating data flows, saving time and reducing errors.

 

To Connect Picreel With Third-Party Services Through Zapier

 

1. Access the API Key

 

To integrate with Zapier, you’ll need the API key from Picreel.

 

Step 1: In Picreel, go to "Integrations" from the left sidebar.

 

Step 2: Locate Zapier in the integrations list and toggle the switch to enable it.

 

access zapier integration

 

Step 3: Copy the API key provided for Zapier integration.

 

access API key

 

2. Create a Zap in Zapier

 

Step 1: Log in to your Zapier account. If you do not already have one, create a new account.


Step 2: On the left panel, click “Create Zap.”

 

Set up a new Zap

 

Step 3: Search for and select "Picreel" as your trigger app.

 

Step 4: Set up your trigger by choosing "New Lead" as the trigger event, then click "Continue."

 

Choose app & select an event to trigger the action

 

Step 5: Next, connect your Picreel account from which you want to export lead data. Click Sign in, and a new window opens.

 

Sign in to your Picreel account from which you want to source data

 

Step 6: Paste the API key from your Picreel account to set up the connection.

 

Enter API key to finish the connection

 

Step 7: Click Continue to proceed to the setup part.


Step 8: To set up your trigger, choose the campaign whose data you wish to export to Zapier. Click Continue

 

.Choose the campaign from the list you selected within Picreel whose data you want to export to Zapier

 

Step 9: Test the trigger by clicking “Test Trigger.” A successful test will confirm that Picreel and Zapier are connected.

 

After the test is successful, you can proceed to the next section.

 

Test the trigger to verify the integration is working fine

 

3. Set Up the Action

 

An action is an event the Zap will perform after the trigger.

 

Here, you can choose any third-party service, such as Slack or Mailchimp, to send your new leads data.

 

The steps are the same as setting up the trigger.

 

Set up the action

 

Once done, you can “Publish Zap” to make it live.

 

Your integration is now live and leads from Picreel will be transferred to your chosen third-party app. If you encounter any issues or have any questions, feel free to contact our support team

 

 

© 2005 - 2024 ProProfs
-
add chat to your website