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Chances are you are using multiple software services in your day-to-day business dealings, and that some of those services don’t currently integrate directly with Drip. Zapier helps to fill that gap between your Drip account and hundreds of other products maintained in its arsenal of integrations.
In your Zapier account, go to Connected Accounts and start typing “drip” into the search field. Then, select the Drip integration when it appears in the drop-down selector.
An additional pop-up window will prompt you to enter the API token that is unique to your Drip account. The API key is what provides Zapier with the access it needs to send or retrieve data to or from other services.
If you are already signed in to your Drip account, you can simply click the hyperlink in the popup window to be redirected to the area in your Drip account where you can copy your API token. Or, go to Settings > User Settings in your Drip account to grab your API token.
Once you’ve entered your API token, it is a good idea to ensure that the connection has been set up properly. To do this, click on the Test button. If the button displays a success message and turns green, that means that things are all set up and ready to go. If you get an error or any other message warning you should follow any directions displayed in the error message.
For more information on how to go about connecting all of your essential apps to your Zapier account, check out this article in Zapier’s Support Docs.
Now that you have your Drip account connected to your Zapier account, you can start using Drip as either the trigger or action steps in your zaps. When Drip is used as the trigger, data is sent from Drip to whichever service you have selected as the action. If Drip is set up as the action step, data gets sent from the trigger app — to Drip — where something will happen, such as creating/updating a subscriber or sending in an event.
Here are a few of the most popular Zaps connecting Drip to different services. Simply click Use this Zap to set them up in your Zapier account:
To view a list of supported triggers and actions that you can use with Drip, check out this article in Zapier’s Support Docs.