OptinMonster Documentation

Documentation, Reference Materials, and Tutorials for OptinMonster

Home

Docs

How to Connect OptinMonster with Zapier

How to Connect OptinMonster with Zapier

Are you looking to connect OptinMonster to a third-party service that we don’t have a native integration with? Our Zapier integration allows you to connect OptinMonster to Zapier’s 500+ apps!

In this article, you’ll learn how to connect Zapier with OptinMonster.

Our Zapier integration is available with a Pro or higher subscription.
All subscription plans can add custom forms using the Form Embed block.

Before you start, as a best practice we recommend you also connect your campaigns to Monster Leads as a backup.

Connect Zapier

When you create a campaign in OptinMonster that you intend to collect leads with you’ll want to integrate with one or more services to send those leads to.

To send leads to a third-party service using Zapier, follow these steps:

  1. Log into your Zapier account. If you don’t already have one you can create a new account.
  2. In the search bar type OptinMonster to locate the OptinMonster Zapier integration.
  3. Select the Connect OptinMonster to 1,500+ Apps button to begin creating your Zap.
    OptinMonster Zapier App
  4. Choose New Lead as the type of Trigger you would like to create.
    Zapier Connect New OptinMonster Lead
  5. Click the Connect Account button on the Select OptinMonster Account screen. This will open a window prompting you to enter your OptinMonster API key.
    You can use an existing API key from your account, or create a new one, to use for Zapier.
    Paste the API key into the appropriate field and select the Yes, Continue button.
    Enter your OptinMonster API key in Zapier to connect the app to your account.
  6. You can now Test the connection before proceeding.
    Once connected you should test your OptinMonster connection in Zapier to confirm it is correct.
  7. Next, select a campaign from your OptinMonster account to use with this Zap. If you don’t see the campaign you’re looking for we recommend you confirm the campaign is published in your account.
  8. Choose a *sample lead to use for your Zap.
    *We send sample dummy lead data for you to map from OptinMonster to the third-party app you choose to connect using Zapier. You will not see actual lead data from your account populated during this step.
  9. You’re now ready to connect to any other third-party app that Zapier integrates with!

Need inspiration? See everything that’s possible with OptinMonster and Zapier.

Additional Zapier Guides

We have some specific Zapier integration guides available to help you get started:

Data Structure

For Zapier integrations created on and after November 30, 2023, lead data is formatted via JSON and resembles the example below:

Zapier can receive the following lead data:

  • lead
    • email – the email address submitted
    • ipAddress – the IP Address of the computer the lead was submitted from
    • referrer – the URL of the page the campaign was submitted from
    • timestamp – the timestamp when the campaign was submitted
    • privacyConsent – set to true if the Privacy Checkbox field is present in your campaign form
    • firstName – the first name submitted if the name field is present in your campaign
    • lastName – the last name submitted if the name field is present in your campaign form
    • phone – the phone submitted if the phone field is present in your campaign form
  • campaign
    • id – the unique ID of the campaign submitted
    • title – the title of the campaign submitted
  • meta
    • Extra fields from your campaign are passed through here, by field ID
  • smart_tags
    • day – the day of the week the lead was captured
    • month – the month of the year the lead was captured
    • year – the year the lead was captured
    • date – the date the lead was captured
    • page_url – the URL of the page where the campaign converted
    • referrer_url – the URL of the page where user landed on converted page
    • pages_visited – total number of pages visited by the user in current visit
    • time_on_site – total time on site spent before converting
    • visit_timestamp – time of conversion
    • page_title – title of the page
    • coupon_label – coupon code label
    • coupon_code – coupon code that was displayed to user on conversion

You can also pass Smart Tag data along with the lead data using our Zapier integration. Learn more about Smart Tags

Add Extra Fields

New: Our Zapier integration supports Field Mapping, so you can easily add radio buttons, phone fields, text areas, number fields, lists, and more!

Before you begin using Field Mapping with Zapier, please consider the following:

  • Custom fields are passed into the meta key of the JSON payload.

Unlike other integrations, all field mapping is done through Zapier when you are creating your Zap. Additional options will not be shown inside the OptinMonster campaign builder.

Testing

We strongly recommend you test the optin form before publishing your campaign to ensure it is working as you expect.

Before you begin, please be aware of the following details when testing Zapier integrations:

  • Previously submitted or already subscribed leads may be treated differently by the third-party you integrate with through Zapier than new leads. For this reason, we recommend using a completely unique email address each time you test submit your campaign’s form. You can use a free tool like TempMail.io or learn how to create unlimited unique email addresses from a single Gmail account.
  • Zapier provides step-by-step automated testing for each integration you connect in a Zap. If the OptinMonster integration passes the connection Test as outlined in the Connect Zapier section of this guide but the submission fails to reach its final destination, that indicates there is an error with the Zap configuration itself and not OptinMonster’s connection to Zapier. If you require assistance in troubleshooting Zapier Zaps we recommend reaching out to Zapier support directly.

Get started testing with the Live Site Inspector tool.

Spin-a-Wheel Support

If you are configuring a Gamified spin-to-win campaign, spin-a-wheel support is automatically enabled when using our Zapier integration. The Coupon Label and Coupon Code data will be available to map when configuring your Zapier Zap.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

Get Started With OptinMonster Today!

BONUS: Done-For-You Campaign Setup ($297 value)
Our conversion experts will design 1 free campaign for you to get maximum results – absolutely FREE! Click here to get started →

FAQs

Can I send leads to more than one Zap?

Yes! See our Lead Sharing guide to accomplish this.

Is it possible for me to add a phone field to my campaign?

Yes! You can add a phone field. Learn how to capture phone numbers with OptinMonster.

Is Zapier a paid service?

Zapier offers a free tier, but certain usage limits and integrations may require one of their paid plans. Zapier does offer a free trial as well so you can try it out before committing.

Troubleshooting

The campaign is capturing leads but shows 0 conversions in analytics.

Confirm that conversion tracking is turned on for the submit button in your campaign. See our guide on How to Enable Conversion Tracking.

 


Still stuck?

How can we help?

Last updated on


Start Getting More Leads & Sales Today with OptinMonster!

Start Getting More
Leads & Sales Today
with OptinMonster!

Create and launch smart capture forms today in minutes. What are you waiting for?

Create and launch smart capture forms
today in minutes. What are you waiting for?

OptinMonster has transformed our business. Before integrating their optins, our clients saw a 2% conversion rate from web traffic, which is slightly above the standard for their industry. With the integration of OptinMonster’s lightbox popup, exit-intent technology, split testing, and other tools, our client’s conversion rates soared by an unprecedented 500%. They attracted substantially more customers while spending less on digital advertising. Their success propelled them to the top of their markets, outperforming national chains and other medical spas with much bigger marketing budgets. Our client’s success in their market has distinguished us in our own. We are now one of the most sought-after marketing firms in the industry of aesthetic medicine. We know that the integration of OptinMonster, more than any other tool or marketing strategy, has supported this growth and achievement.

chris zelig medstar media

Chris Zelig

Partner, Medstar Media

OptinMonster has been a game-changer for us. From driving donations to collecting new leads, there is nothing that this simple tool has failed to accomplish. Our lead collection rate has jumped by over 1,000%.

joe lowe american bird conservancy

Joe Lowe

Director of Digital Communications, American Bird Conservancy

Through OptinMonster’s exit-intent popups, we have more than doubled our sales conversion rate. Best of all is the compound effect of using OptinMonster over a long period of time—more conversions mean more customers, which means more word of mouth.

mitch smith, managing director, shockbyte

Mitch Smith

Managing Director, Shockbyte.com