Drip and Salesmate Integration

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Sync leads between Drip and Salesmate to automate marketing and sales alignment. Latenode's visual editor and JavaScript nodes simplify data transformation, ensuring clean data flow at an affordable pay-by-execution price.

Swap Apps

Drip

Salesmate

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Drip and Salesmate

Create a New Scenario to Connect Drip and Salesmate

In the workspace, click the β€œCreate 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 Salesmate will be your first step. To do this, click "Choose an app," find Drip or Salesmate, 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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Drip

Configure the Drip

Click on the Drip node to configure it. You can modify the Drip URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Drip

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Map

Connect Drip

Sign In
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Run node once

Add the Salesmate Node

Next, click the plus (+) icon on the Drip node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.

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Salesmate

Authenticate Salesmate

Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.

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Salesmate

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Connect Salesmate

Sign In
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Run node once

Configure the Drip and Salesmate Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Connect Salesmate

Salesmate Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

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Run node once

Set Up the Drip and Salesmate 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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Webhook response

Save and Activate the Scenario

After configuring Drip, Salesmate, 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 β€œRun once” and triggering an event to check if the Drip and Salesmate integration works as expected. Depending on your setup, data should flow between Drip and Salesmate (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 Salesmate

Drip + Salesmate + Google Sheets: When a new subscriber is added to Drip, create a contact in Salesmate and add their details to a Google Sheet for tracking and analysis.

Salesmate + Drip + Slack: When a deal is closed in Salesmate, the contact associated with the deal is added to a specific Drip campaign, and a notification is sent to a Slack channel to inform the sales team.

Drip and Salesmate 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.

About Salesmate

Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.

See how Latenode works

FAQ Drip and Salesmate

How can I connect my Drip account to Salesmate using Latenode?

To connect your Drip account to Salesmate 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 Salesmate accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync new Drip subscribers to Salesmate as contacts?

Yes, you can! Latenode lets you instantly sync new Drip subscribers as Salesmate contacts. Use visual nodes to map fields and add custom JavaScript for complex data transformations.

What types of tasks can I perform by integrating Drip with Salesmate?

Integrating Drip with Salesmate allows you to perform various tasks, including:

  • Create new Salesmate contacts from new Drip subscribers.
  • Update Salesmate deals based on Drip campaign activity.
  • Trigger Drip campaigns when a Salesmate deal reaches a certain stage.
  • Add Drip tags to subscribers based on Salesmate contact properties.
  • Send personalized emails via Drip based on Salesmate deal data.

What Drip events can trigger workflows in Latenode?

Latenode triggers can monitor new subscribers, campaign activity, and more in Drip. Customize your response with JavaScript and AI for advanced automation.

Are there any limitations to the Drip and Salesmate integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration may require custom scripting.
  • Complex field mappings might need JavaScript for transformation.
  • Rate limits of Drip and Salesmate APIs apply.

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