Connect Drip and Crystal Ball to Build Intelligent Automations

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Drip

When this happens...

Choose an Action

Crystal Ball

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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 Drip integrations.

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.

Subscribe to Campaign

Subscribe to Campaign

Subscribes someone to a campaign.

Trigger Event

Trigger Event

Creates an event for a subscriber (e.g. "Signed up for a trial").

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.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Drip and Crystal Ball 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 Drip to Crystal Ball?

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 Drip and Crystal Ball?

Yes, you can set conditional logic to control the flow of data between Drip and Crystal Ball. 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.

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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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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