GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Drip provides email marketing automation that allows you to craft every interaction with your leads, customers and trial users like a pro. Effortlessly capturing email addresses, tagging your subscribers and sending targeted emails couldn't be any easier.
The video below shows how to set up a sync between Drip and Pipedrive.
Below you'll find detailed information, specifically for Drip integrations:
Supported Drip Integrations
We simply ask your login details and your permission. To Authorize your Drip account, you need to allow access by entering your login credentials.
If you already authorized Drip account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- HAS/DOESN'T HAVE A TAG
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADDING/REMOVING TAGS
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Drip fields are all customizable, except for the main email field. Therefore, in a connection with Pipedrive, the default field mapping looks like this:
Customizable Field Mapping
Again, since nearly all Drip fields are customizable, here's where you choose your own field mappings, defining which contact fields should be kept in sync between your applications.
You can custom map your Drip Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!
Enabling real-time lead score notifications
As it was causing performance issues on our platform, we have decided that PieSync will standardly no longer be notified instantly of lead score updates. Concretely, this implies the following: we will not sync an update in the Drip lead score to another app unless the lead score change is accompanied with:
- a change to another field value on that contact
- the addition/removal of a tag on that contact
- a campaign (un)subscription for that contact
In case you would like to have this changed, you can take the following steps:
- Go to your Settings (... on the top right)
- Click on 'Webhooks'
- Click on the webhook(s) that start with 'https://drip.connectors.piesync.com/'
- Enable the checkbox next to the "Updated lead score"
- Click on 'Update Webhook' (on the bottom of that page)