Increase revenue and build direct relationships with your customers with Drip and Peek Pro.
Setting up Drip with Peek Pro
Once integrated, all bookings moving forward will be added to Drip.
The initial integration will not bring over any Historical Data. After integrating your account, follow the instructions below to Import Historical Data.
- Navigate to Settings > Integrations > Peek Pro and add your Peek App Name
- Your Peek App Name is located on the top left corner of your Peek Dashboard:
- Your Peek App Name is located on the top left corner of your Peek Dashboard:
- Click Initiate Integration
- It may take up to 72 hours for your Peek Pro account to connect to Drip
We will let you know once the integration is complete via an email notification, an in-app notification, and an update on the Peek Pro integration page:
Import Historical Bookings [Optional]
Before performing a Historical Booking Import, make sure your initial integration above is complete. This helps ensure all data is synced over.
Setting up your Peek Pro integration will continually sync your new bookings as they come in. To supply profiles with previous bookings, you will need to connect all your Peek channels by adding their OCTO API keys
You will need to repeat the Historical Booking Import process for each channel you’d like to add data from.
To import your historical data:
- In your Peek Pro account, navigate to Configuration, then under Integrations, click OCTO.
- Choose the channel you would like to add historical data from.
- Check all the products you’d like to include, hit Save, then Copy the API key.
- Back in Drip, add the copied API Key to then select Add Channel
Now that your Peek Pro integration is all set, you are ready to leverage Workflows to convert prospects, nurture customers, or upsell relevant upgrades or add-ons.
Build your own or install one of our Peek Pro Workflow Templates by navigating to Workflows > Workflow Templates
Our pre-built Workflows have Triggers already defined to work with your e-commerce platform and include recommended Action and Delay steps.
Remove a Historical Import Channel
Anytime a channel is added under Historical Bookings, a one-time sync occurs. To perform a Resync, remove the channel and repeat the Import process to capture any missing data.