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Drip and Outgrow Native Integration

Use Outgrow quizzes and calculators which are designed for conversion and engagement and push the leads you have collected to Drip using our Outgrow-Drip native integration.

Here's what you will need to get started :

  • An Outgrow account (Freelancer plan does not includes Integration and Essential plan comes with limited integration which allows you to send only lead details to Drip, Business and Enterprise plans include loaded integration which allow mapping all fields including questions and responses from calculator and quiz to Drip.)
  • A valid Drip account with API access
  • A live Outgrow calculator or quiz

Steps

Follow two simple steps to start sending the leads you collect on Outgrow to Drip

  1. Configure
  2. Map fields and Test connection

Configure

To access this integration, navigate to the Builder > Configure on your Outgrow calculator/quiz/poll. Click the Configure button on Drip Integration.

To configure Drip you will have to provide your Drip API Token and Account id. You can retrieve your API Token and Account Id from your Drip account's user settings page and general settings page.

API Token

API Token

You can get the Account id required for configuring Outgrow-Drip integration from General Setting section of your Drip account. Account id is also part of your Drip URL.

Account Id

Account Id

Enter the information retrieved from your Drip account on Configure pop up which appears on clicking Configure on Drip integration.

Drip Configuration

Drip Configuration

Map fields and Test connection

Limited integration for Freelancer and Essentials plan
For Freelancer and Essentials only name, email and other fields in the lead form on Outgrow calculator or quiz will be mapped to the respective fields on Drip. All you need to do is to map the fields on Outgrow calculator/quiz/poll to respective fields on Drip.

For Business and Enterprise level plans
Business and Enterprise plans allow you to send detailed information about a lead on Outgrow calculator to the connected app. Set up integration by mapping Drip's fields with fields from your Outgrow calculator or quiz. Using loaded integration you can send lead form fields, location data, UTM information and all the questions and responses to your Drip account.

You can get the field names for Drip fields from Custom field tab on Subscribers on your Drip account.

Once you are done mapping the fields, we will push a test lead to Drip with sample values. Click finish on Test connection step. If connection and mapping are successful you will see this test lead in your Drip subscribers list.

If your connection is successful you will see Active Status on Drip which indicates that new leads on your calculator or quiz will be sent as subscribers to Drip.

More actions

Click on the small dropdown on top of the Drip block to see more actions that can be performed on Drip integration after it has been set up.

Test - It is recommended to Test your integration after you have changed something on your calculator or quiz on Outgrow. A test record will appear on Drip if integration is done properly.

Sync- If due to some error in connection your leads from a calculator or quiz have not been sent to Drip then you can Sync the leads to your Drip account after re-configuring. All the leads which were not sent to your account will be sent to Drip when you sync. If for some reason, even after syncing you do not see your lead on your Drip account then reconfigure once and then Sync.

Deactivate - In case you don't want to send leads from a calculator or quiz to Drip, you can simply deactivate it.

Re-configure- In case your Drip credentials have changed or you want to connect Outgrow with a different Drip account then you will have to Reconfigure your Drip integration to continue getting Outgrow leads in your Drip account. If you have collected some leads on Outgrow but don't see them on Drip then you should definitely try to Reconfigure once to fix it yourself. If that doesn't help then drop us an email with your query at [email protected]

Important

For every Outgrow calculator, poll or quiz you create you will have to activate or deactivate the integration from config section on the builder, in order to start or stop sending leads collected on Outgrow to Drip.

If your plan allows, you can easily map any value on Outgrow with any predefined or custom field on Drip. Just make sure the data type of the fields which you have mapped matches otherwise your integration will throw an error.

Read this to learn how to add custom fields to subscribers on Drip.

Note

Testing your Integration

When everything is setup we suggest you to test it out and make sure everything is working as you expect it. Publish your calculator or quiz, submit a lead on calculator or quiz, and check that the new lead shows up in Drip (it can take up to a couple minutes).

Learn more on how to segment your data in Drip using events, tags and custom fields. We recommend our users to add custom field for Source to identify the leads sent from Outgrow. Source sent from Outgrow will be string 'outgrow'. This can be used to segment data in Drip.

Updated 2 years ago

Drip and Outgrow Native Integration


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