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How to connect Drip and NoCRM
Create a New Scenario to Connect Drip and NoCRM
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 NoCRM will be your first step. To do this, click "Choose an app," find Drip or NoCRM, 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 NoCRM Node
Next, click the plus (+) icon on the Drip node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
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Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the Drip and NoCRM 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 NoCRM 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, NoCRM, 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 NoCRM integration works as expected. Depending on your setup, data should flow between Drip and NoCRM (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 NoCRM
NoCRM + Slack + Drip: When a lead's status changes to 'won' in NoCRM, a congratulatory message with customer details is sent to a specified Slack channel, and the contact is automatically subscribed to a welcome campaign in Drip.
NoCRM + Google Sheets + Drip: When a lead's status changes to 'won' in NoCRM, the lead details are recorded in a Google Sheet, and the contact's email is used to add them to a customer loyalty campaign in Drip.
Drip and NoCRM 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 NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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See how Latenode works
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FAQ Drip and NoCRM
How can I connect my Drip account to NoCRM using Latenode?
To connect your Drip account to NoCRM 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 NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new NoCRM leads to Drip?
Yes, Latenode automates this! New NoCRM leads instantly become Drip subscribers, creating targeted marketing opportunities. Leverage Latenode's flexible data mapping to ensure accuracy.
What types of tasks can I perform by integrating Drip with NoCRM?
Integrating Drip with NoCRM allows you to perform various tasks, including:
- Automatically adding new NoCRM leads as subscribers in Drip.
- Triggering Drip email campaigns when a deal closes in NoCRM.
- Updating lead information in NoCRM based on Drip activity.
- Segmenting Drip subscribers based on NoCRM deal stages.
- Creating NoCRM tasks for unsubscribed Drip email addresses.
What Drip events trigger workflows inside Latenode?
Latenode supports Drip events like new subscriptions, unsubscribes, or campaign completions to start automated workflows.
Are there any limitations to the Drip and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time data synchronization depends on API rate limits.
- Historical data import requires batch processing configurations.
