What is Zapier?
Zapier, a web-based automation tool helps connect many web services to one another to automate workflows and activities. It serves as a link between different apps, allowing them to communicate smoothly and exchange information.
You can build "Zaps", which are automated processes made up of a trigger and an action, using Zapier. The trigger is an occurrence within one application, like getting a new email or adding something to a Google Sheets spreadsheet. The action is a follow-up operation carried out in a different app, like adding a new task to a project management application or notifying a messaging service.
Goal of this integration:
In a nutshell this integration provides businesses an opportunity to automate procedures while enhancing their site optimization techniques, ultimately boosting user experience and generating better results.
How to integrate?
1. Click Create in the top-right corner, followed by New Zap.
2. Search for ‘Zoho PageSense’ under Trigger.
3. In the Event field, choose what triggers your flow: New Pop-Up or New Poll Submission.
4. Click Continue.
5. Under Account, choose the PageSense account you want to connect with Zapier. Click Continue.
6. Under Trigger, choose your PageSense Space, Project, and Experiment you’d like to connect.
7. You can verify if your trigger works smoothly by testing it under Test. It will display all the fields for the chosen pop-up. Click Continue.
8. Under Action, in the search area, choose the application you would like to connect with.
9. In the Event field, enter the action you would like the application to perform. Click Continue.
10. Based on the chosen application, select where you would like the actions to be performed and collected (if applicable). Click Continue.
11. Map the pop-up fields against the fields of the application where you would like them to be performed. Click Continue.
12. You will be shown a list of both inserted and empty fields. You can Test your action here, if needed.
If your test fails, you will notice an error message which you can troubleshoot.
13. Click
Publish.