Help & Support Center

How to integrate with Drip?

Step 1:
Go to the INTEGRATIONS from the main menu.

Product Dyno

Step 2:

Click the add button from the top right to integrate the service with your checklist.

Product Dyno

Step 3:
Go to the Drip user settings from the top-right of the navigation menu.

Product Dyno

Step 4:
Copy the API TOKEN from User settings.

Product Dyno

Step 5:
Go back to the menu and CLICK Account.
Copy the Account ID from Account.

Product Dyno

Step 6:
Name your service (Reference).
Select the Drip from the SELECT SERVICE dropdown.
Paste the copied API TOKEN & ACCOUNT ID from Drip and click the SAVE CHANGES button.

Product Dyno

Step 7:

Go back to Checklist and select any Checklist by clicking Editor Link.

Product Dyno

Step 8:
Go to Checklist Settings from the top right of the Checklist.

Product Dyno

Step 9:
SELECT Integration from the Side menu then selects your Service and the list from the dropdown and click the SAVE button.

Product Dyno

Note: When someone subscribes to your CHECKLIST, the lead will be transferred to your Drip account.