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Set up your first integration
Quickly connect Drip to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Drip with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Subscriber Tag" from Drip.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Drip and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- AccountRequired
- Tag(s)
Try ItTriggerInstant- AccountRequired
Try ItTriggerInstant- AccountRequired
Try ItTriggerInstant- AccountRequired
Try ItTriggerInstant
- AccountRequired
Try ItTriggerInstant- AccountRequired
Try ItTriggerInstant- AccountRequired
Try ItTriggerInstant- AccountRequired
Try ItTriggerInstant
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Practical ways you can use Drip and Salesforce
Sync new leads from Drip to Salesforce
Automatically create or update leads in Salesforce every time a new subscriber is added in Drip. This ensures your IT team has synchronized and up-to-date customer information across systems, reducing duplicate entries and misaligned data.
IT
Add Drip subscribers to Salesforce campaigns
Whenever a new subscriber joins a Drip campaign, Zapier adds them to a relevant Salesforce campaign. This creates alignment between marketing efforts and CRM data, allowing the marketing team to analyze campaign effectiveness and drive targeted outreach.
Marketing & Marketing OpsUpdate Salesforce contacts based on Drip activity
When a new email is opened in Drip, Zapier updates the corresponding contact or lead record in Salesforce with the latest activity. This helps sales teams prioritize warm leads and engage prospects more effectively based on their responsiveness.
Sales OpsLearn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Drip + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Drip and Salesforce
How do I integrate Drip with Salesforce?
To integrate Drip with Salesforce, you need to set up the connection through our platform. Start by navigating to the integrations section in your account, find Salesforce and follow the step-by-step guide, which includes authenticating your Salesforce account and defining triggers such as 'New Subscriber' or actions like 'Add Lead'.
Can I automatically add new Drip subscribers to Salesforce?
Yes, you can set a trigger in Drip for new subscribers and an action in Salesforce to add them as leads. This is easily set up during the integration process on our platform.
What happens if a contact unsubscribes from my Drip account?
When a contact unsubscribes from your Drip emails, you can configure an action in Salesforce to update the lead status or remove them entirely from your CRM list. Ensure this setting is part of your integration workflow.
Is it possible to update existing contacts in Salesforce when their information changes in Drip?
Absolutely, when there are updates to subscriber information in Drip, such as email or phone numbers, you can automate updates in Salesforce through our integration triggered actions.
How do I handle duplicate entries when syncing between Drip and Salesforce?
Our integration allows you to set rules for handling duplicates. You can choose whether to merge duplicates based on criteria such as email address or simply skip creation of a duplicate entry.
Can we trigger a campaign in Drip based off an event happening in Salesforce?
Yes, we support reverse triggers where an event like 'New Opportunity' or 'Lead Conversion' in Salesforce starts a specific email campaign or sequence in Drip.
What kind of data synchronization latency should I expect between Drip and Salesforce?
Generally, synchronization between Drip and Salesforce happens almost instantaneously but might vary slightly depending on server loads at any given time. Rest assured that we strive for minimal latency.
