Connect Crystal Ball and Drip to Build Intelligent Automations

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Crystal Ball

When this happens...

Choose an Action

Drip

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Subscriber

New Subscriber

Triggers when a new subscriber is added to Drip.

New Subscriber Tag

New Subscriber Tag

Triggers when a new tag is applied to a subscriber.

Remove Subscriber Tag

Remove Subscriber Tag

Triggers when a tag is removed from a subscriber.

New Custom Event

New Custom Event

Triggers when a subscriber performs a custom event.

Update Custom Field

Update Custom Field

Triggers when a subscriber custom field is updated.

Complete Campaign

Complete Campaign

Triggers when a subscriber completes a campaign.

Do thisActions

Action is the task that follows automatically within your Crystal Ball integrations.

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

Add Tag to Subscriber

Add Tag to Subscriber

Adds a tag to a subscriber.

Remove Tag From Subscriber

Remove Tag From Subscriber

Removes a tag from a subscriber.

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Frequently Asked Questions

How do I start an integration between Crystal Ball and Drip?

To start, connect both your Crystal Ball and Drip accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in Drip (or vice versa).

Can we customize how data from Crystal Ball is recorded in Drip?

Absolutely. You can customize how Crystal Ball data is recorded in Drip. This includes choosing which data fields go into which fields of Drip, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Crystal Ball and Drip?

The data sync between Crystal Ball and Drip typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Crystal Ball to Drip?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Crystal Ball and Drip?

Yes, you can set conditional logic to control the flow of data between Crystal Ball and Drip. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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Drip

About Drip

Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.

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