Zapier

Start a Zap for every lead and pass it on to any app Zapier can reach.

What you need

• A Zapier account that can use the Webhooks by Zapier trigger.
• In Tafsee Popup: a role that can manage integrations.

1. In Zapier

1. In Zapier, create a Zap with the trigger Webhooks by Zapier > Catch Hook.
2. Copy the Catch Hook URL.

2. In Tafsee Popup

1. Open Integrations and find Zapier. Use the search box or the category tabs.
2. Click Connect.
3. Fill in the form:

• Catch Hook URL: the URL you copied.
• Account name: optional. A name to tell your accounts apart.

4. Click Connect. What you enter is stored encrypted and is used only to deliver your leads.
5. A window asks which campaigns send leads to Zapier. Tick them and click Save campaigns.

New campaigns are not added by themselves. Come back here, or add this integration in the campaign's Publish step.

What is sent

• The lead as JSON, the same body as Webhooks: the lead's details, the campaign, the website, the page, the device, the country and the UTM tags.
• The rows you choose under What to send arrive inside "fields".
• A test lead carries "test": true, so your workflow can ignore it.

Choose what to send

This tool uses the table What to send of each campaign. Open the campaign's Publish step, find the row Leads go to your email tool and click Manage, then Edit on the tool.

• The first row, E-mail address, is always sent and cannot be changed.
• Click Add a row to send a form answer or a detail about the sign-up: Campaign name, Website, Page address, Country, Device, Code given or Consent time.
• Click Add a fixed value to send the same text with every lead.
• Before saving, the app tells you if two rows go to the same field or a row has nothing to send.

Test it

1. On the Zapier card, click Send test lead. The app says: Test lead delivered. Check that it arrived.
2. Look in Zapier for the test lead.

What you should see

The card shows Connected and the number of campaigns. New leads carry Delivered in the leads list, and appear in Zapier.

If it does not work

• "The URL must start with https://". Copy the hook URL again.
• Zapier shows no sample: click Send test lead on the card, then test the trigger in Zapier.
• The Zap does not run: it is switched off in Zapier, or its task limit was reached.
• No campaign sends leads here yet, so nothing will arrive. Click Choose campaigns.
• A lead is marked Failed: open it to read what the tool answered, fix the cause, then click Send again. See Lead delivery and Send again.

Related

• Connecting a tool: how it works
• Lead delivery and Send again
• Leads are not arriving in a tool