Drip & ScoreApp Integration
This article assumes you are already logged into your Drip account before following the steps. If you are not logged in, the system may prompt you to do so first, which may slightly alter the order of the steps described below.
Important
- Create a custom field in Drip to store each lead’s Scorecard result or any other key details you want to capture, such as answers to specific questions.
Why This Matters?
This setup allows ScoreApp to properly transfer and organize data inside Drip, making it easier to segment and manage your leads.
Information
- Click here for instructions on creating custom fields in Drip.
Step 1: Authenticate Scoreapp with Drip
From your Scoreapp home page, navigate to the left-hand menu bar and click Integrate.
Then find the Drip icon in the list of available apps and click Configure.
Press the Click to Authenticate button to begin the process.
you will be prompted to click "Authorize" to grant Scoreapp access.
Step 2: Customize Your Integration
Start and Finish Tags (This part is optional): Use these tags to categorize your scorecard takers based on their progress. For instance, you could tag them as "Prospects" when they first provide their email and as "Leads" once they complete the scorecard.
Scroll down to the Map Lead Form Fields section. Here, you’ll notice that all fields from your lead form are automatically mapped to the corresponding fields in Aweber. No action is required unless you wish to adjust these mappings.
Navigate to the Map Result Fields section to connect the scorecard result data to a custom field in Aweber
If you didn’t create the custom field in Drip earlier and instead paused the integration to create it now, Scoreapp won’t show a "refresh" option at this step. To update the integration, exit and re-enter the page so the new field appears.
Click Add Field
- In the pop-up, select the piece of result information from ScoreApp that you’d like to transfer. Then, choose the corresponding custom field in Drip where this information will be stored.
- Click Save to confirm.
Finally, click the Test Integration button to ensure everything is set up correctly.
Once the integration is running, contacts in Aweber should appear like this.