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CustomerLabs CDP + Drip Integration

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CustomerLabs CDP + Drip Integration

Drip is the first ECRM–an Ecommerce CRM designed for building personal and profitable relationships with customers at scale. With CustomerLabs + Drip Integration take your customer experience to the next level by delivering the right message at the right time

1. Log-in to your Drip account.

2. Go to Settings → Account → Account ID 

Account ID

3. Find your Drip account ID and copy it to your clipboard. (You will need this later in this integration)

4. Login to your CustomerLabs account

5. Navigate to the “Destinations” section, search for Drip and select it.

Drip destination

6. You will see a pop-up screen

enable drip

7. Click on “Enable” and go to “Configuration Settings

config drip

8. Now paste the copied Drip account ID 

paste account ID

9. Click “Save changes” once you are done.

10. Go back to your Drip account. Go to Settings → Users → API token

11. Copy the API Token

12. Now go back to CustomerLabs accountDestinations → Drip → Configuration settings

13. Paste the API token under Integrate with Drip via RestAPI Save changes

paste API token

14. Return back to the Drip Customization screen and click on Setup Event workflow.

setup event workflow

15. The list of events which you had previously configured appears with both server-side and client-side callback functions. Using callback functions you can modify and send data to destinations (eg: Drip).

callbacks

16. The server-side callback function lets you modify data which you would like to send from your server to Drip. Whereas with the client-side callback functions, we collect users’ event data from their browser and you are free to modify data before sending it to the Drip.

toggle for events

17. Switch between “On and Off” to select whether the events should be sent or not and Click on Save changes

18. Once you are done, next step is to set trigger path.

19. Return back to Drip Customization screen and click on setup trigger path option. 

setup trigger path

20. Enter the URL and switch between “Fire” or “Don’t Fire” to select whether the path should be triggered or not.

firing rule

21. Once you set a firing rule as the paths to be triggered, click on Save changes.

22. You have now integrated Drip with your CustomerLabs account. 

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