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Connect Drip

This article covers how to connect Drip to a Client in AgencyAnalytics to build dashboards and reports with lead metrics.

Written by AgencyAnalytics Team

Drip

Drip is an eCommerce-focused email marketing and customer relationship management (CRM) platform. With the AgencyAnalytics Drip integration, you can automatically generate dashboards and reports for all your clients' critical lead metrics, saving you time and helping you stay on top of your growth goals.

  • Automatically generate dashboards and reports with Drip lead metrics

  • Save time tracking your clients' growth goals

View all available Drip metrics to learn what's possible with the Drip integration.


Before You Start

To avoid a failed connection or error when integrating Drip to a Client, the person connecting must have:

  • A subscription to a paid Drip plan


Connect Drip

Once the requirement above is met, follow these steps to connect Drip to a Client:

Step 1: Open the Client where you'd like to connect Drip, then click the Data Sources tab at the top.

Step 2: Click the blue Connect Data Source button in the upper right corner of the page.

Step 3: Search for Drip in the search bar at the top, then click the Drip card.

Step 4: Click Connect New Account to launch the authorization window. If you've previously connected an account, click the gray Plus (+) sign at the bottom instead.

Step 5: Follow the prompts in the OAuth window to verify and finalize the connection.


💬 Need additional help?

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄

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