How to integrate Everest Forms to Drip | 3 Minutes Solution

Overview

Advanced Form Integration plugin allows you to integrate Everest Forms to Drip. When a user fills a form on your website, the plugin will send the data to your Drip account and create a contact, then adding it to an account, campaign, or workflow. You can also add tags and custom fields.

Supported Features

• Create a new contact with all basic (First Name, Last Name, Email, Phone, Address), and custom fields, tags. It also allows adding the contact to an account, automation or campaign.

Requirements

• The feature requires a Pro license. BUY NOW!
• Make sure that the Pro version of the Advanced Form Integration plugin is installed and activated. You should have got the links in the email after purchase. You can also download it anytime by logging into the user dashboard.
• Read plugin documentation for Everest Forms and Drip. It is not required but helpful for a better understanding.

Obtaining Drip API Token

Before start, you are required to save the API Token in plugin settings.

1. Go to the WordPress admin area, click AFI > Settings.
2. Select the Drip tab.
3. Click on the link and you’ll be taken to the User Info page. API Token is located near the bottom, copy it.
4. Paste the Key in the API Token input box and click Save Changes.

Create New Integration

Once API Key is saved you can start creating new integration. Click on Add New under 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 when there is multiple integrations setup.

Trigger

Select Everest Forms in From Provider dropdown. Everest Forms plugin must be installed and activated otherwise you won’t see it listed. After selecting Everest Forms, all forms built under Everest Forms will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

Action

Select Drip [PRO] in Platform dropdown.

Map Fields

Available contact lists will be auto-populated. Select the desired one. Map Email, First Name, Last Name, etc., and other fields that you want. Skip the fields that not needed. Finally, click the Save Integration button.

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Frequently asked questions

Troubleshooting

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