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How to connect Drip and Instantly
Create a New Scenario to Connect Drip and Instantly
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Drip, triggered by another scenario, or executed manually (for testing purposes). In most cases, Drip or Instantly will be your first step. To do this, click "Choose an app," find Drip or Instantly, and select the appropriate trigger to start the scenario.
Add the Drip Node
Select the Drip node from the app selection panel on the right.
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Add the Instantly Node
Next, click the plus (+) icon on the Drip node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Drip and Instantly Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Drip and Instantly Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Drip, Instantly, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Drip and Instantly integration works as expected. Depending on your setup, data should flow between Drip and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Drip and Instantly
Instantly + Drip + Slack: When a new lead is created in Instantly, the lead's information is used to create or update a subscriber in Drip. Subsequently, a notification is sent via Slack to the sales team to inform them of the new lead.
Instantly + Drip + Google Sheets: This workflow tracks Instantly campaign statistics. When a new lead is created in Instantly, their data is updated in Drip. Then, a new row is added to a Google Sheet to track campaign results.
Drip and Instantly integration alternatives
About Drip
Use Drip in Latenode for automated marketing workflows. Sync customer data, trigger personalized email campaigns based on events, and analyze results. Scale your email marketing by connecting Drip to other apps in Latenode via visual flows. Benefit from advanced logic and data transformations to precisely target your audience.
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About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
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FAQ Drip and Instantly
How can I connect my Drip account to Instantly using Latenode?
To connect your Drip account to Instantly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Drip and click on "Connect".
- Authenticate your Drip and Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Drip subscribers to Instantly campaigns?
Yes, you can! Latenode lets you automate this process visually, triggering Instantly campaigns upon new Drip subscriptions. Save time and ensure consistent engagement!
What types of tasks can I perform by integrating Drip with Instantly?
Integrating Drip with Instantly allows you to perform various tasks, including:
- Add new Drip subscribers as leads in Instantly campaigns.
- Trigger personalized email sequences in Drip from Instantly events.
- Update lead statuses in Instantly based on Drip subscriber activity.
- Segment Drip subscribers based on Instantly campaign engagement.
- Synchronize custom fields between Drip and Instantly.
Can I use JavaScript to transform data between Drip and Instantly?
Yes! Latenode allows using JavaScript code to customize data transformations, mapping complex fields for seamless integration.
Are there any limitations to the Drip and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require advanced JavaScript coding.
- Rate limits of Drip and Instantly APIs may affect high-volume workflows.
- Real-time synchronization depends on the polling frequency.
