Integrate Zoho Flow with PageSense

Integrate Zoho Flow with PageSense

The integration between Zoho Flow and Zoho PageSense enables users to automate specific tasks based on the data collected from PageSense. For example, when a popup is submitted via PageSense, you can configure a workflow in Zoho Flow to send an email to your lead through the submitted email address. In addition, Zoho Flow can also be used to sync with your CRM to create a contact with the data collected from Zoho PageSense or to send an email campaign using Zoho Marketing Automation. You can additionally integrate Zoho Flow with an array of Zoho apps plus third-party apps.

What is Zoho Flow? 

Zoho Flow is an online automation tool which enables businesses to build processes between numerous applications and services. It features a drag-and-drop interface that allows users to easily construct and automate workflows without any coding knowledge. It also allows users to create custom integrations using REST APIs and webhooks.

What is the goal of this integration?

In summary, this integration empowers organizations to streamline their web optimization processes and automate specific tasks, ultimately enhancing the user experience and driving better outcomes.

Begin integrating Zoho Flow with PageSense:

1.  Beginning in My Flows, click Create in the top-right corner. 

2. Click Create Flow.

3.  Enter your Flow name and categorize your flow into a folder of your choice. You can also add a description of your flow. Click Create.

In the build area, choose what triggers your flow: App, Schedule, or Webhook.

  1. App Trigger: Triggers when an event occurs in an app. 
  2. Schedule Trigger: Triggers a one-time or recurring flow, on your customized schedule.
  3. Webhook Trigger: The Webhook trigger lets you push data from third-party applications (that support configurable webhooks) to Flow. 
4. Hover on App and click Configure.

5. Use the searchbox to search for and select PageSense. Click Next.

6. Choose either Record created - Poll or Record created - Popup, then click Next.

7.  Once your trigger has been created, you will be able to authorize your integration between Zoho Flow and Zoho PageSense. Click Connect.

Zoho Flow will access your app data through this connection. By creating this Zoho PageSense connection, you acknowledge that any data updated in Zoho PageSense will be used in accordance with the terms of service and privacy policy of Zoho PageSense.
8.  Enter your Connection Name and select which trigger you would like to execute for this specific connection. Click Authorize.

9.  Click Accept to integrate.

10. Enter a Variable Name and choose your PageSense Portal, Project and Experiment in which you would like the trigger to be applied. Click Done.

  1. Only the data that is created post-integrating will be captured and have records. Existing data will not reflect the changes made.
  2. Your trigger has now been created. On the left side-bar you can view a list of applications where you can create an action for the trigger created. This is how your flow will show on your screen.

Learn how to add actions here.
Every time you Turn On and Turn Off  your flow, you will notice an alert in the top-center.
13. Lastly, toggle the button in the top-right corner to On. This indicates your flow setup is now active and you will also be indicated of the flow status in the top-left corner as Live along with the time stamp of when the last edits were made.

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