Drip

Author: Nasir Ahmed 87 views

Overview

Advanced Form Integration plugin allows you to integrate any Sender Platform to Drip CRM. When a user fills a form on your website, the plugin will send the data to your Drip account and create a contact in the preferred list. The free version of the plugin allows you to add a contact with basic fields to a list. It requires the Paid version to add custom fields and update contact.

Supported Features

  • Create Contact (Basic Fields), add to Campaign, Workflow

  • Create Contact (Custom Fields), add to Campaign, Workflow. Pro

How To Setup

Authentication

Before start, you are required to authorize your Drip account on the plugin settings page.

Go to AFI > Settings > General and you will find all the supported platforms listed there. Mark Drip and hit the Save Changes button at the bottom.

Now find the Drip tab at the top of the settings page click on that, You will be taken to the Drip settings page, where you are to provide API Token then click on Save Changes button. (How to find api token is instructed in Drip settings page)

Create New Integration

After the authentication part completed you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.

Title

A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one if multiple integrations are created.

Trigger

Select the sender form in the Form Provider dropdown. For example, Contact Form 7 or Gravity Form, or the Elementor Pro Form which you want to connect. After selecting the form provider, all forms built under that will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

Action

Select Drip in Platform dropdown. Then select Create Subscriber in the Task dropdown. If you are using pro version you will get another option Drip[PRO] select it. Then Select Create Subscriber in the Task dropdown.

Map Fields

Available Account, Campaign and Workflow will be auto-populated in the Owner drop-down. Select the desired one for each. You will find Drip’s subscriber fields on the left side and form fields dropdown on the right. This form field dropdown will contain the field titles of the form you selected in the trigger area. Map Email, First Name, Last Name and other fields that you want. Skip the fields that are not needed. If you are using pro version you add tags and custom fields. Use comma without space to add  multiple tag Ex: tag1,tag2,tag3. Use key=value format, example: Age=25. For multiple fields use comma, example: Age=25,Country=USA (without space) to add custom Fields.

Save Integration

Finally, click the Save Integration button and you are done. Now you can start testing.

Troubleshooting

After the integration is made, when users fill up the form and submit it, the plugin initiates the process of sending data to the configured platform. It also saves a log that includes what data it tried to send, and what it got in response from that platform. So if you find an integration is not working, your first task is to check the logs. Go to AFI > Log menu and check the recent logs.

How to Integrate Elementor Form with Drip

How to Integrate Contact Form 7 to Drip

How to Integrate WPForms to Drip

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