CRM and Sales tools
Popl by Codex Solutions
14 min
popl is an event and conference platform offering lead capture, digital business cards, data enrichment, and crm integration integrating with make com enables automated workflows for lead management, contact syncing, and event data processing across business tools this is ai generated content based on official popl documentation the content may still contain errors—please verify important information if you have questions, contact https //support popl co/en/ directly how to get support on popl popl is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=popl\&app slug=popl community\&app unique id=popl c8xomd requirements to use the popl app in make, you must have a popl pro pro plus or teams subscription and an active account, https //popl co/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/popl community/ click the install button follow the on screen instructions to complete the setup connect popl and {{product name}} to get started, you must first create a connection between popl and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0,api keys oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to the settings or dashboard area where integrations or api access is managed locate the section for creating or managing applications for oauth2 0 authentication create a new application and specify any required permissions or scopes retrieve and note the generated client id and client secret api keys instructions you need to retrieve your api key from your popl account login to your popl account using your credentials navigate to the popl dashboard locate the settings or account section related to integrations or api access find the area where api keys are displayed or can be generated copy or generate your api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=popl\&app slug=popl community\&app unique id=popl c8xomd create the connection in {{product name}} https //www make com/en/register , add the popl module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your popl or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page popl modules after connecting to the popl app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a new member adds a new member to your account or group get last lead retrieve all leads this module allows you to fetch a complete list of leads from your connected app, giving you access to all available lead details for further processing or analysis get member use popl apis to retrieve detailed information about a specific member, such as their profile details and contact information make an api call the "watch leads" module actively monitors your account for new leads and automatically triggers actions whenever a new lead is detected this helps you stay up to date and respond quickly to new opportunities as they come in watch leads monitor and capture details of each new lead as it arrives, allowing you to automatically trigger actions whenever a new lead is detected watch team lead the "watch team lead" module monitors your system for any new or updated team lead records, automatically triggering actions whenever changes are detected this helps you stay up to date with the latest information about your team leads without manual checks templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} popl resources you can have access to more resources related to this app on the following links https //popl co/ https //support popl co/en/ https //support popl co/en/articles/8606349 integrations https //www make com/en/integrations/popl community