Passing custom field data into Drip

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      • Stephen Sawyerr
        September 19, 2020 at 3:09 pm #3523752

        So I have a Calendly form on one of my web pages where visitors can book a consultation call. Since Drip has native integration with Calendly, I have been able to integrate Calendly with Drip, so whenever someone books a consultation, they get added to my account and tagged as a lead using a workflow I created.

        My trouble is, I can’t seem to pass the data from other Calendly form fields to Drip. The only data that gets passed is their Name & Email. But I ask them about their monthly budget, expectations, website URL, etc. and I would like all of that to be pushed into their contact info in Drip.

        Anyone know how to do this?

        David? I know you use Drip so any suggestions would be awesome 😉

        This article explains how to do it in ActiveCampaign: https://help.calendly.com/hc/en-us/articles/360040488713-ActiveCampaign

        But can’t seem to find one that explains how to do it in Drip.

        Thanks.

        • David Risley
          September 19, 2020 at 3:09 pm #3523774

          You may need to contact Drip about this. The integration they have is pretty basic, so as it is this might not be possible. I don’t feed any of that info into Drip. In fact, their integration was so simplistic I had to confirm it was even there.

          • Stephen Sawyerr
            September 19, 2020 at 3:09 pm #3523847

            Thanks, David. So yes, their integration is pretty basic.

            I did some digging around and found a solution.

            I was able to achieve this with Zapier. They have a workflow that creates/updates a subscriber’s info in Drip based on a Calendly event trigger.

            So now when someone books a consultation, their native integration gets triggered first, and their details are passed into Drip, and almost at the same time the Zapier integration is triggered as well and all the data they input to the Calendly custom fields gets sent to their Drip profile.

            Works really well. 🙂

            • David Risley
              September 19, 2020 at 3:09 pm #3523868

              Nice. Zapier does come in handy sometimes. 🙂

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