Overview

Required Subscription: Event Lead Capture, Digital Business Card, Popl Pro Plus, or Popl Pro

Integrations connect Popl to the other tools your team uses. Sync leads to your CRM, let leads book meetings with you, ask your AI assistant about your Popl data, send follow-up emails from your own address, keep your member list in sync, and let members sign in with single sign-on.

To open your integrations, click Integrations in the sidebar, then select Integrations.

Setup guides for each integration are in the Popl documentation.

Connected

The Connected section at the top of the page shows every integration your team has set up. Each one is labeled with where it applies:

Label	Meaning
Full Team	The integration applies to everyone on your team.
A subteam name	The integration applies only to members of that subteam.
No label	The integration is connected for your account, like a calendar booking tool.

Lead and People Sync

Sync Popl leads and people to your CRM, marketing engagement tool, and more. Leads can sync automatically as they’re captured, or you can export them manually.

Available integrations:

Salesforce
HubSpot
Zoho
Microsoft Dynamics
Pardot
Pipedrive
Monday
Marketo
Zapier
Slack
Outlook

Where Lead Sync Applies

You can set up a lead sync integration at three levels:

Level	Applies to	Learn more
Full team	Leads captured by everyone on your team	This article
Subteam	Leads captured by members of that subteam, instead of the full team integration	Manage Subteams
Event	Leads captured at that event, set in the Lead Sync step of the Event’s Lead Flow	Events

Keep in mind: Event settings take priority over subteam and full team integrations. If a field isn’t syncing as expected, check which level the lead synced through.

Calendar Booking

Add your calendar booking link so leads can schedule a meeting with you right after you connect with them.

Available integrations:

Calendly
Chili Piper
Microsoft Bookings
HubSpot Meetings
Google Calendar

For setup steps, see How to use Calendar Booking Links.

AI Integrations

Connect Ask Popl, Popl’s official MCP, to your AI assistant. You can analyze event leads, create ROI reports, enrich contacts, prospect attendees, and ask questions about your event data, all without leaving your AI tool.

AI tool	Setup guide
Claude	Ask Popl (MCP) - Claude Setup
ChatGPT	Ask Popl (MCP) - ChatGPT Setup
Copilot	Ask Popl (MCP) - Copilot Setup

Custom Email Sending Addresses

Send Popl follow-up emails from your own email address instead of a Popl address, so leads see a message from you.

Available options:

Outlook
Gmail
Other Email Clients

You can also manage sending addresses in Admin > Email Addresses. For setup steps, see Set up Custom Email Sending Addresses for Follow-Up Emails.

Team Member Import

Keep your Popl member list in sync with your company directory, so you don’t need to add or remove members by hand.

Method	Best for	Where it’s set up
Active Directory	Teams that use Microsoft tools	The Team Member Import section of the Integrations page
SCIM Provisioning	Teams that use Okta, Microsoft Entra ID, Ping Identity, Google Workspace, OneLogin, JumpCloud, or Auth0	Your identity provider, using a Popl API key

Keep in mind: Members removed from your synced directory groups are removed from Popl on the next sync.

Setting Up SCIM Provisioning

SCIM is set up in your identity provider rather than on the Integrations page. Your IT team connects it using Popl’s SCIM tenant URL and a Popl API key as the bearer token. For setup steps, see the SCIM Provisioning guide.

A Full Team Admin creates an API key in Admin > API Keys.
Your IT team adds Popl’s SCIM tenant URL and the API key to your identity provider.

Keep in mind:

SCIM keeps working only while the API key’s owner is an active Full Team Admin on your main team. It stops if that person is removed, loses admin access, or the key is deleted. A dedicated admin service account works well as the key owner.
When SCIM removes a member, their leads are reassigned to the API key’s owner.
Don’t assign the API key’s owner to the Popl app in your identity provider. If they’re later unassigned, SCIM would remove its own key owner and stop working.

SAML

Set up single sign-on (SSO), so your team can sign in to Popl quickly and securely with your company’s identity provider.

Available integrations: Azure SAML and Okta SAML

To require all members to sign in with SSO, see Manage Team Settings.

Other Integrations

Integration	What it does	Where it’s set up
Outlook Email Signature	Syncs Popl email signatures to Outlook so they’re applied automatically	Use the Microsoft Outlook Email Signature Add-In
Badge Kits	Connects event badge scanning systems so scanned leads include badge data	The Data Capture step of an Event’s Lead Flow. See Events: Data Capture Step.

Troubleshooting Lead Syncs

Tool	What it shows	Where to find it
Leads page	Each lead’s sync status, with failures highlighted and a link to the error details	Lead Capture, then Leads
Sync Logs	Recent sync attempts and the error message returned by your CRM	Integrations > Sync Logs
Sync failure emails	Email alerts when a lead fails to sync	Admin > Team Settings > Notifications

Issue	What to check
A “Resolve Duplicate Fields” banner appears on the Integrations page	Your team has duplicate fields, which can break CRM syncs and exports. Click Resolve Duplicates to review and fix them.
A lead failed to sync	Open the error details on the Leads page or in Sync Logs. Many errors, like a missing required field or an invalid email, can be fixed by updating your field mappings or the required fields in your CRM.
A field isn’t syncing for some members	Check whether those members’ leads synced through a subteam or Event integration instead of the full team integration.

Building a Custom Integration

If Popl doesn’t have an integration for your system, you can build one with the Popl API. The API covers leads, members, and analytics. Admins can create API keys in Admin > API Keys.

Note: Some older API endpoints are deprecated. Check the API documentation for the current versions before you start building.

Requesting an Integration

Don’t see the tool you need? Click Request an Integration at the top right of the Integrations page.

You can also click Make a Request at the end of the Lead and People Sync, Calendar Booking, and AI Integrations sections.

💡 Tip

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