Drip + Automate.io: Craft Custom One-to-One Integrations to Deepen Your Marketing Automation

When it comes to marketing automation tools, few can get the job done quite like Drip can. Build workflows ranging from one step to 100 steps, segment your entire audience for targeted communications, build conversion-centric email campaigns, and automate your entire business so you can rest assured everything is running exactly as it should.

And while Drip integrates seamlessly with 70 marketing tools you might already have in your marketing stack, here’s one more integration we’re especially excited about: Automate.io.

This latest integration expands the number of tools Drip works with directly (hello, Wufoo and Slack). Plus, Automate.io presents different ways for Drip to work with apps it already integrates with.

The more you automate your business and all of the apps you use to run it, the more you free yourself from having to watch over every moving piece.

Want to experience what marketing automation can do for you? Try Drip (and Automate.io) for free.

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What Is Automate.io?

Automatio.io is an app that enables you to create custom one-to-one integrations between a wide variety of marketing apps. Or you can build multi-app workflows across your marketing stack to extend your automation capabilities.

The interface is intuitive, and these integrations and workflows can be set up with only a few clicks. Plus, Automate.io doesn’t require any coding and makes field mapping a breeze.

In Automate.io, you build custom Bots (what Automate.io calls automations). The picture below is what you’ll see when you go to create a brand new Bot.

By default, this screen will let you pick two apps for a one-to-one integration—a trigger app and an action app. However, by clicking the “Add Action” button, you can extend your Bot to include as many apps as you need. You can also include functions built into Automate.io, such as time delays and filters.

Below, I’ve built a multi-app Bot that will help my sales team get in touch with a hot lead sooner by alerting the right people with a Slack message and an email.

What does all of this mean? It means you can do even more with Drip by linking it to more apps and opening up additional automated opportunities.

3 Exceptionally Awesome Automation Features

There are a lot of cool things you can do with this new integration (and the opportunities will only continue to grow as Automate.io keeps expanding its library of apps). Let’s take a gander at some of the features that will help your business become a well-oiled automation machine.

1. A New Roster of Apps That Integrate with Drip

Add subscribers to Drip and trigger campaigns when things happen in dozens of newly integrated apps. For example, add a tag to a contact in Salesforce, or label an email in Gmail. Your automation options now run deeper thanks to the more than 50 apps in Automate.io.

Some of these fresh connections include:

Slack: Send Instant Messages when Specific Actions Happen in Drip

The planet’s fastest-growing communications app can now be linked to Drip. Incorporate Slack in your one-to-one or multi-app Bots to be instantly notified of actions happening in your Drip account. For example, Slack can send you (or a channel) a message when:

  • There is a new subscriber in Drip
  • A subscriber completes a campaign
  • Someone surpasses a specified lead score

Essentially, any action that happens in Drip can be relayed to Slack, so you—or anyone else who needs to know—can be instantly notified of that action.

Keep your salesperson on top of subscribers who complete a campaign or surpass a lead score so they can prioritize sales calls. Be tuned in when Drip receives a spam complaint, so you can resolve it quickly. And always keep relevant parties in the know through instant communication.

Below is an example of a subscriber becoming a lead in Drip, which triggers a message to be sent to a specific channel in Slack. I can even drop that subscriber’s email and lead score into the message that’s sent in Slack, which will provide necessary information without having to log into Drip.

Wufoo: Add, Tag, and Update Subscribers upon New Form Entries

Wufoo is an online form builder where you can create event registration forms, surveys, contact forms, and more. Automate.io makes it possible to build automation between Drip and Wufoo, so upon a new form entry, you can do things like:

  • Add new subscribers in Drip
  • Tag subscribers based on their form answers
  • Add subscribers to different email campaigns and workflows

In the image below, I’ve made a simple Bot that adds a subscriber’s email address to my Drip account and tags them with Cat or Dog when they submit my survey “Cats or Dogs?”. I can then use that tag to send them relevant emails based on their responses for a more personalized experience.

2. Custom Integrations Made Any Way You Need

You might notice that some of the apps in Automate.io’s library are the same as ones in Drip’s library. What are the benefits of that?

Drip’s integrations are mostly one-way: If something happens in one of Drip’s integrated apps, you can automate an action to happen in Drip.

If a lead registers for a webinar in Crowdcast, you can create a rule that will apply a tag in Drip.

If someone buys something in Gumroad, you can record an event in Drip.

If a subscriber schedules an appointment via Calendly, you can send them an email campaign.

However, if an action takes place in Drip, you can’t trigger something else to happen in any of those apps. This means that if a tag is applied in Drip, it won’t update in Crowdcast. It isn’t a two-way integration.

But with Automate.io, this all changes. Let’s look at how Automate.io integrates Insightly, a CRM tool, and Drip.

Inside your Drip account right now, you can only automate actions in Insightly that are triggered by other apps; you can only send leads into Insightly when an action in another app triggers that event. When something happens in Insightly, though, it can’t trigger an action in any other app. It’s a one-way integration.

However, now you can make Bots that let you integrate in different ways than before. You can:

Add a contact to a Drip campaign when you tag a customer in Insightly.
Automatically update contact information in Insightly when it’s updated in Drip.
Add notes to a lead in Insightly when a custom event happens in Drip.

You have the freedom to craft a custom integration where you aren’t restricted to one-way automations. How’s that for endless opportunities?

3. Drag-and-Drop Field Mapping

One of the most user-friendly aspects of this new integration is drag-and-drop field mapping across your entire Bot.

Field mapping is essentially equating a field in one app with a field in another, no matter if they’re built-in or custom. For example, let’s say one tool in your integration stores someone’s first name as [firstname] while another tool stores that information as [first_name]. It’s the same subscriber name, but it’s being called two different things.

Field mapping is how you signify that [firstname] in one app has the same value as [first_name] in another. Many times, field mapping requires writing the short code for a value across all of the apps you’re integrating with. One slip of the finger, though, and your field mapping won’t work.

Drag-and-drop field mapping enables you to drop the values of one app into another without having to type one smidge of code. And the less code you have to type, the less room there is for error in your Bots.

Simply grab a field in one app and drag it to the appropriate fields in the rest of the apps in your workflow for seamless mapping. Below, I clicked on the “Email” field in my trigger app, and I dragged it to the Email Address field of my action app.

Usually, I would have to type the trigger app’s exact code for an email address in the appropriate spots across every action app in this Bot. But since Automate.io lets me simply drop it into the field, I don’t have to worry about small typos causing big problems.

Create fresh automations with apps that are already in your marketing stack, or branch out and explore new apps Automate.io brings to the Drip integration table. The union of Automate.io with Drip means more automating capabilities, which means your business could (basically) run itself some day.

If you haven’t tried marketing automation, it’s time to whet your automation appetite. Try Drip’s forever-free plan and start automating your marketing strategies.

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Have questions about Drip’s latest integration? Let us know in the comments, and we’ll help you out!

  • Does this replace Zapier?

    • Daphne Sidor

      Potentially! You’d want to make sure the integrations you’re using with Zapier are also supported in Automate.io. It has fewer integrated apps than Zapier but is much more focused on automating marketing and sales stuff, and seems to have more robust possibilities for selecting actions and building multi-step automations. Here’s a comparison chart: https://automate.io/zapier-alternative