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Why use Drip CRM

Convertalk integrates with Drip CRM to automate customer interactions and streamline marketing workflows. By combining Convertalk’s conversational AI with Drip CRM’s powerful email marketing and automation tools, businesses can capture leads, nurture them with personalized content, and track customer behavior, all while syncing data between both platforms for improved customer engagement and retention.

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Benefits of using Drip CRM:

  • Automated Lead Capture: Instantly capture and qualify leads through chatbot interactions, syncing them seamlessly with Drip CRM.
  • Personalized Marketing Automation: Use Drip’s automation tools to send personalized follow-up emails based on chatbot-driven customer behavior.
  • Enhanced Customer Segmentation: Segment leads and customers based on chatbot data, enabling more targeted marketing campaigns.
  • Real-Time Data Sync: Keep customer interactions and lead statuses up-to-date across both Convertalk and Drip CRM for better tracking and reporting.

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Step 1 of 4: Login to Convertalk Account and Select Application to Integrate

  1. Login to your Convertalk account, select the bot you want to integrate with Drip CRM.
  2. Now, click the**‘Integrate Tab.’**

  3. The integrate window will open up. make sure you are in the “All Integrations Tab.”
  4. A list of all native integrations for Convertalk will be available in this window.
  5. Now find Drip CRM By:-
    1. Either scrolling down the list
    2. Or by typing in ‘Drip CRM’ in the search box with the placeholder “search integration by name.”

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Step 2 of 4: Find your Authorization Key/Token in App Account

  1. Now click on the ‘Connect’ button as shown below

  2. To complete the process, you need to fill out two details:-
    • Your Drip CRM ID
    • The API Token

  3. Drip CRM Id:-
    • You can obtain your account id from your browser’s search bar after you log in to your account.
    • Your account id will be in your browser’s search bar. It will be a number between “getdrip.Com/” and “/dashboard/”
    • For example, the URL is- getdrip.Com/798564/dashboard.
    • Here 798654 is your account id.

  4. Here’s another example:-
    Here - 9710367 is the Drip CRM ID

  5. API Token:-
    • To obtain your API token, click on your profile icon beside the search icon as shown below,
    • Now, navigate to user settings.
    • Now, under user info, scroll down to api
    • You can see your api token with the message “keep it a secret” directly below it.
    • Copy this API token and paste it back on Convertalk.

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Step 3 of 4: Enter Authorization Details and establish connection with your App

  1. After filling out all the details, click on the Connect button.

  2. After you click on connect, look for the notification “updated successfully” for confirmation

  3. Also, your Drip CRM integration will show the message **installed **in the integration list.

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Step 4 of 4: Test your Integration Set up with Data

Once you have established a connection between ** Convertalk** and Drip CRM and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your Convertalk dashboard and in the Drip CRM you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to Drip CRM, it may be due to multiple reasons:
  • Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
  • Free plan- You are not subscribed to the paid plan on Convertalk as integration works only with the paid plan.