Integrate with Zapier

Overview

Zapier connects Explore to thousands of other apps without writing any code. A connection in Zapier is called a Zap, built from a Trigger (something that happens in Explore) and an Action (what happens next in another app).

Example: when a visitor completes a lead form in your Survey (trigger), their email is automatically sent to your CRM or email marketing tool (action).

Step 1 - Start a new Zap

1. Log into your Zapier account and start creating a new Zap.

2. Press the Trigger section.

3. Search for Omniconvert and select it.

Step 2 - Choose your trigger

1. Press Trigger event to open the available options.

2. Select either New Overlay Lead or New Survey Lead - both trigger when a new lead is generated.

Step 3 - Connect your Explore account

1. In your Explore account, click your website name to open the dropdown, then select API Credentials.

2. Copy your API Key.
   
   

   

   
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3. Back in Zapier, press Sign in.

4. Enter your Omniconvert Account Email and the API Key you just copied.

Step 4 - Configure the lead source

1. Press Configure (or Continue).

2. In Select Website, choose the website where your survey or overlay is live.

3. In Select Overlay/Survey, choose the specific experiment.

4. Press Test (or Continue) to run a test.

5. Press Test in the panel to confirm everything is set up correctly.

6. Press Continue with selected record to finalize the trigger.

Step 5 - Set up the action

1. Press Action to open the app browser and choose which app should receive the lead (e.g. Gmail, MailChimp, GetResponse, Slack, HubSpot).

2. Connect your account for that app.

3. Set up the template for how the data should be used, based on the options available for that app.

4. Test your template, or Skip this step.

Step 6 - Publish the Zap

Rename the Zap if you'd like (via the dropdown at the top), then press Publish.