.svg){kind=icon}
How to connect Drip and OpenPhone
Create a New Scenario to Connect Drip and OpenPhone
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 OpenPhone will be your first step. To do this, click "Choose an app," find Drip or OpenPhone, 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.
+
1
Drip
Add the OpenPhone Node
Next, click the plus (+) icon on the Drip node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
1
Drip
⚙
+
2
OpenPhone
Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the Drip and OpenPhone 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 OpenPhone 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
OpenPhone
1
Trigger on Webhook
⚙
2
Drip
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Drip, OpenPhone, 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 OpenPhone integration works as expected. Depending on your setup, data should flow between Drip and OpenPhone (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 OpenPhone
Drip + OpenPhone + Slack: When a new subscriber is added to Drip, automatically initiate a follow-up phone call via OpenPhone. After the call, post the call summary to a designated Slack channel for team review.
OpenPhone + Drip + Google Sheets: Log OpenPhone calls to a Google Sheet, and add callers to a specific Drip campaign based on the call outcome or call type. Useful for segmenting leads and tracking call data.
Drip and OpenPhone 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.
Similar apps
Related categories
About OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
Related categories
See how Latenode works
.svg)
.png)
FAQ Drip and OpenPhone
How can I connect my Drip account to OpenPhone using Latenode?
To connect your Drip account to OpenPhone 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 OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically text new Drip subscribers using OpenPhone?
Yes, you can! Latenode's visual editor makes this easy. Automatically send personalized SMS messages via OpenPhone to welcome new Drip subscribers, boosting engagement right away.
What types of tasks can I perform by integrating Drip with OpenPhone?
Integrating Drip with OpenPhone allows you to perform various tasks, including:
- Send personalized SMS reminders to Drip subscribers about upcoming events.
- Automatically create OpenPhone contacts from new Drip subscribers.
- Log OpenPhone call activity as events in Drip for detailed analytics.
- Trigger Drip email campaigns based on OpenPhone SMS interactions.
- Update Drip subscriber custom fields based on OpenPhone call outcomes.
How can I segment Drip subscribers based on OpenPhone call data?
Use Latenode's no-code blocks and advanced logic to segment Drip subscribers by call duration or tags added in OpenPhone.
Are there any limitations to the Drip and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows may require some JavaScript knowledge for advanced customization.
- The number of tasks per month depends on your Latenode subscription plan.
- Real-time data synchronization is subject to API rate limits of both Drip and OpenPhone.
