How to integrate with Drip?
Go to the INTEGRATIONS from the main menu.
Click the add button from the top right to integrate the service with your checklist.
Go to the Drip user settings from the top-left of the navigation menu.
- Copy the API TOKEN from User settings.
- Go back to the menu and CLICK Account.
- Copy the Account ID from Account.
- Name your service (Reference).
- Select the Drip from the SELECT SERVICE dropdown.
- Paste the copied API TOKEN & ACCOUNT ID from Drip & click the SAVE CHANGES button.
Go back to any existing CHECKLIST.
Go to Checklist Settings from the top right of the Checklist.
SELECT Integration from Side menu then selects your Service & the list from the dropdown & just click the SAVE button.
When someone subscribes to your CHECKLIST, the lead will be transferred to your Drip account.