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OptinMonster Zapier integrationAutomate OptinMonster with Zapier.
OptinMonster Zapier integration: 1 trigger, New Lead. One instant door out of your campaigns, enough to put every captured lead in your CRM, your email tool or your team chat the moment it signs up. Below: how it works, what it costs, what breaks.
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What the OptinMonster Zapier integration does for you
The integration links your OptinMonster account to Zapier, the tool that runs a Zap for you: an automation made of one trigger (the event that starts it) and one or more actions (what it then does). OptinMonster captures leads through its campaigns; Zapier passes each new one to the apps where your team follows up.
Three results you can build on the single trigger, New Lead, which Zapier itself features on the app page. A CRM fed straight from your campaigns: each lead becomes a contact your sales team can call. A welcome sequence that starts on its own: the lead joins your email tool without anyone running an export in between. A team alert: a message lands in the sales channel, so someone follows up while the lead is fresh.
The best part is speed. New Lead is an instant trigger: OptinMonster tells Zapier itself when a lead comes in, so the Zap starts at once, even on the free plan.
What Zapier does not do here: the integration goes one way. There is no action, so no Zap can write into OptinMonster, and no search step to look up a lead. One Zap also follows one campaign, never several at once. If you need more than that, read Make vs Zapier before you build, and the Zapier review for the tool as a whole.
Zapier vocabulary in one minute
Eight words carry this page. Here they are, in plain English.
- Zap
- Your automation on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for that event to happen.
- Action
- The step that does the work once the Zap has started: it writes, sends or moves something on your behalf.
- Task
- The unit Zapier bills: one action your Zap completes successfully. Your plan allowance is counted in tasks.
- Instant trigger
- A trigger the app reports itself: it tells Zapier the moment the event happens, so nothing waits for a check. New Lead is one.
- Polling trigger
- The other kind: Zapier asks the app for new items at a fixed interval set by your plan. It does not apply to New Lead.
- Filter
- A step that lets the Zap continue only when the incoming data meets your condition, and stops it otherwise.
- Connection
- Your app account linked to Zapier once, then reused by every step of every Zap that touches that app.
What it really costs
OptinMonster is not a premium app (one Zapier reserves for paid plans): New Lead works on the free plan.
- New Lead0 tasks
- Free plan100 tasks per month
- Free plan Zap size2 steps
- Wait on New LeadNone, instant
New Lead never costs a task. You pay for the action that follows in the other app, and only when it succeeds; a failed action is not counted. The free plan stops at two steps: New Lead plus one action. Add a filter or a second action, for instance a CRM contact and a chat alert, and the Zap becomes multi-step, which needs a paid plan. The interval grid below is for polling triggers only: an instant trigger like New Lead fires straight away on every plan, Free included.
Connect your OptinMonster account in 3 steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. You need an OptinMonster account, plus access to any campaign you do not own and want the Zap to watch.
- 02
Pick OptinMonster
Type OptinMonster in the search box of the dialog, select it, then click Add connection. A new browser tab opens on the OptinMonster side for the sign-in.
- 03
Sign in and grant access
Log in to OptinMonster in that tab and allow Zapier to use the account. The connection is saved once, then reused by every Zap that starts on New Lead.
Your first Zap: every new lead in your CRM
GoalEach lead captured by an OptinMonster campaign becomes a HubSpot contact, once it passes your rule.
- 01
Build: pick the trigger
Start a new Zap, choose OptinMonster as the app and New Lead as the event, then select the OptinMonster connection you just created.
- 02
Choose the campaign
Pick the Campaign to watch, a required field. Only Active or Paused campaigns appear in the list, so check the status in OptinMonster if one is missing.
- 03
Test the trigger
Run the test: Zapier brings back the three most recent leads of the connected account, so you map the next steps on a real lead rather than a blank.
- 04
Add the filter and the action
Add a Filter from the plus icon with its field, rule and value, then HubSpot with Create Contact, mapping each field from the lead.
- 05
Test and publish
Test the action and read what came back, then click Publish. The filter makes this a multi-step Zap on a paid plan; without it, it stays free.
OptinMonster trigger
1 event starts a Zap when something happens in OptinMonster, and one of them is instant: the app calls Zapier straight away, whatever your plan.
New Lead
Instant triggerIn Zapier“Triggers when a new lead is added to a campaign.”
Each lead added to the campaign you pick starts a Zap, which then carries that person to the next tool: a CRM contact, a welcome email, a row in a sheet, or a ping to whoever calls back.
When it breaks
Zapier attaches no help article to OptinMonster, so the known failure points are the general ones.
None of these is specific to OptinMonster, yet each one shows up fast on a lead capture tool, where a good campaign can bring leads in waves. Check them before you publish; the Zapier troubleshooting page covers what remains.
Past leads never come through
A Zap only reacts to what happens after it is switched on. Leads captured before you published it are ignored; moving that backlog is a separate job.A Zap that feeds itself
A Zap that writes into the very place its own trigger watches sets itself off again and again, and burns through the task count fast.A sudden wave stalls the Zap
When a trigger suddenly returns a huge batch, after an import or a migration, Zapier's flood protection can hold the Zap back.
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