CRM and Sales tools
Popl
13 min
popl is a platform for capturing and enriching contact data from in person events, offering features like digital business cards and ai driven lead management integrating with make com enables automated workflows, syncing enriched leads directly into users’ preferred tools and crms 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 pro, pro plus, or teams subscription, create your account on popl app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and 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,oauth2 0 api keys instructions you need to generate your api key login to your popl account with your credentials navigate to the integrations menu item on the left side of your popl dashboard review the available integration options and select the option to build your own integration using the api documentation follow the instructions in the api documentation to generate and retrieve your api key oauth2 0 instructions you need to generate your token login to your popl platform using your credentials navigate to the integrations menu item on the left side of your popl dashboard select the integration you wish to connect that supports oauth2 0 authentication follow the prompts to begin the connection process for the selected integration during the connection process, you will be asked to authorize popl to access your account on the external platform upon granting access, the platform will provide an authorization code the authorization code is then exchanged for an access token and a refresh token if applicable 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 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 to your system by entering their details this module lets you quickly create and register a new member in your database 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 to access and display detailed information about individual members make an api call the "watch leads" module actively monitors your chosen platform for any new leads, automatically triggering whenever a new lead is detected so you can quickly capture and act on fresh opportunities watch leads monitor and capture details of each new lead as soon as they arrive, allowing you to automatically track and respond to potential customers in real time watch team lead watches for new or updated team lead records, so you can automatically trigger actions whenever there are changes to team lead information 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