Zapier makes it easy to connect different web apps. With this integration, you can send subscriber data from OptiMonk to Zapier, including first names, surnames, email addresses, and the URL on which the popup appeared (but we can also send additional data too).
❗Our Zapier integration works via Zapier's webhooks, which are a premium feature. If you’re using Zapier’s free version, you can still connect OptiMonk using our Webhook integration.
Here’s how to link the two platforms:
1. First, log in to your OptiMonk account at https://app.optimonk.com/
2. Select Campaigns on the left, then select the Campaign you wish to set up with Zapier.
3. Scroll down and select Integrations.
4. Click on Add new integration.
5. Select Zapier from the available list of integrations.
6. On the next page, enter the URL where you want to send your data, and name your integration.
6.1. If you already have a Webhook URL
a) Log in to your Zapier account at https://zapier.com/
b) Once you’re logged in, select Zaps on left
c) Select the Zap you want to use.
d) Click on the Catch a Webhook step, go to Configure, and copy your webhook URL.
6.2. If you do not have the URL
a) Log in to your Zapier account at https://zapier.com/
b) Go to Zaps, click Create, then New Zap.
c) You will find yourself in the Zap editor
d) For Trigger, select Webhooks
e) For Trigger event, choose Catch Hook
f) Next, set up the Action. For Action, select Email in Built-in tools
g) For Action event, select Send Outbound Email, and then click on Continue
h) You can configure your email using the fields of data you gather from OptiMonk. An example configuration would look like this:
i) Once you have set up the email template, click Continue.
In the last step, Zapier offers a way to test your newly configured Zap. Follow the instructions, and check your inbox in the email account you configured in the To field. If you see the email, you're all set! Every time a visitor fills in your OptiMonk popup, you'll receive an email like the one you configured. Once you are done, click Done Editing, then Publish your Zap:
j) Once set up, go to Webhook - Test in Zapier to get your webhook URL.
7. Return to your OptiMonk dashboard, insert the URL generated by Zapier, name your integration, and click on Next:
8. On the last page, you need to set up the field mapping, which means you need to associate the input fields of your OptiMonk Campaign with the properties of your selected Zapier list. You can also send additional data using Custom values.
9. Once you are ready, click on Done then Save to finish the setup of the integration.
That's it! :) If you have any further questions or need any help, please contact us at support@optimonk.com, and we will be happy to assist you :)
FAQ
Issue: Zapier can’t find sample data
Possible reasons:
- You haven’t submitted an OptiMonk popup since adding the webhook.
- The webhook URL is incorrect or missing in OptiMonk.
- The campaign wasn’t saved after entering the webhook URL.
How to Fix:
- Double-check that the webhook URL in Zapier matches the one in OptiMonk.
- Make sure you’re testing the correct campaign.
- Save the campaign in OptiMonk and try submitting the popup again.
- If the popup isn’t appearing, try clearing your cookies.
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