CRM and Sales tools
Popl by Codex Solutions
13 min
popl is a platform for event lead capture, data enrichment, and digital business cards, helping teams optimize event outreach integrating popl with make com enables automated lead management, crm syncing, and streamlined event follow up workflows 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 popl support 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 teams account with full team admin permissions and an api key, create your account on popl app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 api keys api keys instructions you need to retrieve your api key from the popl platform login to your popl account with the required subscription level (pro, pro plus, or teams) navigate to the integrations section from the left side of your popl dashboard review the available integration options and select the option to build your own integration or access the api documentation follow the instructions provided in the api documentation to locate and retrieve 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}} log in in your make account , 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 connect an application 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 add a new member this module lets you add a new member to your system or group, allowing you to easily include new users and manage your team more efficiently get last lead retrieves a complete list of all leads from your account, allowing you to view and manage every lead in one place get member use the popl apis module to access and display 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 chosen platform for any new leads and automatically retrieves their details as soon as they appear this helps you stay updated in real time and ensures you never miss a potential customer watch leads monitor and capture details whenever a new lead is received watch team lead watches for new or updated team leads, allowing you to automatically trigger actions whenever a team lead is added or changed templates you can look for more templates in make's template gallery , 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 popl website popl documentation popl api documentation popl page on make