Use Poptin's integration directory to find a route, then verify the data contract. These guides and checks cover direct email and CRM connectors, Shopify and BigCommerce installation, Zapier or Make automation, field mapping, consent and failed-delivery handling.
Vendor documentation · checked 2026-09-06
Choose the connection for your workflow, then verify what reaches the destination. These are source-based findings; the checks below are our evaluation guidance, not hands-on test results.
Poptin's help article documents OAuth or API-key connection, Audience Groups and Tags, plus Name, Email, Phone and Message fields.
The current guide sends each new lead to a selected Kit form and documents Name, Email and Phone as the three synced fields.
The guide maps name, email, phone and message, requires a value for Salesforce Company and creates an API test lead after approval.
The current directory lists Klaviyo, Omnisend, ActiveCampaign, HubSpot, Pipedrive, Zoho CRM, Keap and other destinations.
The directory lists WordPress, Shopify, Wix, Webflow, Squarespace, Woo and BigCommerce. The BigCommerce marketplace lists single-click and multi-storefront compatibility.
Zapier's current directory exposes a Poptin New Lead instant trigger. Poptin separately documents Make and generic webhook routes.
The product now offers its own email workflows as well as external marketing connectors.
Suggested setup checks
Use your actual campaign and destination to separate installation, capture, transport and follow-up checks.
List the destination, record action, required fields, consent state, tags, owner and expected follow-up.
Confirm the script loads and the intended page, audience and commerce conditions show the campaign.
Use a fresh address, complete every field and inspect the destination record instead of relying on the onsite success message.
Resubmit an existing contact and deliberately break one mapping so you can see how updates and errors are handled.
Record who owns credentials, failed-delivery alerts, destination changes and a periodic end-to-end test.
4 of 4 guides available
Connect Poptin to Customer.io using Site ID, API key and Segment ID. Verify test contacts, destination membership and form values separately.
Create a SendGrid API key, copy the Marketing Contacts list ID from the URL (the alphanumeric string after /lists/), paste both into Poptin, Approve, then publish. A successful connection drops an API test lead on that list.
Open the popup's Email and Integrations panel, add Campaign Monitor, paste the list API ID and the API key, then Approve. Poptin's help article (15 Nov 2024) documents four fields: name, email address, phone, message.
Zoho CRM is an OAuth connection, not an API-key paste. In Poptin, Add Integration → Zoho CRM → Authenticate → Approve, then publish. Documented fields: name, email, phone. A test lead should land in Zoho Leads.
Questions before you decide
The directory lists Klaviyo, Mailchimp, Kit, Omnisend and ActiveCampaign among its email destinations. Treat that as connector availability, then verify authentication, destination list and the fields required by your campaign. The directory alone does not establish all plan or field restrictions.
Yes. Poptin lists both services, and Zapier currently exposes an instant New Lead trigger for a Poptin conversion. Confirm the destination action, available fields, task usage and separate automation cost, then test both successful and failed delivery.
No. Poptin lists website platforms and BigCommerce lists its app as single-click and multi-storefront compatible, while Poptin documents commerce conditions separately. Verify script display first, then exercise the exact cart, order or customer rule with a test state.
Check whether the workflow creates a contact, updates an existing record or assigns an owner, then inspect a fresh test record. Verify required fields, consent, duplicate behavior and failure alerts. A CRM logo in the directory does not specify every supported action.
The Poptin guide documents Name, Email, Phone and Message. It also describes Groups and Tags, plus a text merge tag for the consent checkbox. The guide warns that a Mailchimp OAuth connection on another domain can replace a previous connection, so test the intended domain and Audience with a fresh address.
The current Poptin guide documents Name, Email and Phone sent to the selected Kit form. It also notes that Kit double opt-in is enabled by default on the form. Test the confirmation state and treat any additional field as an unverified requirement.
Poptin’s guide requires a value mapped to Salesforce Company and documents name, email, phone and message fields. It says API access depends on the Salesforce edition and that the Description field may need to be enabled. Confirm those conditions and inspect the API test lead after approval.
