Help & Support Center

How to integrate with Drip?

Step: 01
Go to the INTEGRATIONS from the main menu.

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Step: 02
Click the add button from the top right to integrate the service with your checklist.

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Step: 03
Go to the Drip user settings from the top-left of the navigation menu.

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Step: 04
- Copy the API TOKEN from User settings.

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Step: 05
- Go back to the menu and CLICK Account.
- Copy the Account ID from Account.

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Step: 06
- 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.

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Step: 07
Go back to any existing CHECKLIST.

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Step: 08
Go to Checklist Settings from the top right of the Checklist.

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Step: 09
SELECT Integration from Side menu then selects your Service & the list from the dropdown & just click the SAVE button.

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