Drip + Salesforce

Create Salesforce leads from new Drip campaign subscriptions

When a new subscription is added in Drip, this workflow will ensure your business doesn't miss a beat by instantly creating a lead in Salesforce. It streamlines your process, eliminating manual data entries and ensuring your Salesforce lead list is always current and accurate. Ideal for businesses keen on prompt customer follow-ups, this workflow offers an efficient way to manage new subscriber information.

When this happens...
New Campaign Subscription
Triggers when a subscriber is added to a campaign.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead in Salesforce.
ActionWrite

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Supported triggers and actions

- AccountRequired
- Tag(s)
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- Account IDRequired
- Email AddressRequired
- TagRequired
Action
Write
- Account IDRequired
- Email AddressRequired
- TagRequired
Action
Write
- AccountRequired
- Campaign
- Email AddressRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- Account
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- Account IDRequired
- Email AddressRequired
- ActionRequired
- Properties
Action
Write
- AccountRequired
- Campaign IDRequired
- EmailRequired
- Time Zone
- Double Optin
- Starting Email Index
- Tags
- Custom Fields
- Reactivate if Removed
Action
Write
- Account IDRequired
- Email AddressRequired
- Custom Fields
- Tags
- New Email Address
- Time Zone
- Subscriber Status
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Drip

Automate your ecommerce marketing at scale. Drip is your ecommerce marketing engine. Build personalized customer experiences, drive more revenue, and take your marketing strategy to the next level with Drip.