SureForms Integration with Drip

This guide explains how to integrate SureForms with Drip at both the global and form levels.

Global Settings

Step 1: Access SureForms Settings

• From your WordPress dashboard, navigate to SureForms → Settings.
• Click on the Integrations tab.

Step 2: Add Drip

• Click the Add Integration button.

• From the list of integrations, select Drip.

Step 3: Connect Drip

To get your API token, log in to your Drip account and go to Settings → User Settings. 

Your API Token is located at the bottom of the page above the Save Settings button, titled API Token.

• Enter your API Token in SureForms.

• Click Save Changes. If the Keys are correct, you’ll see:   Integration configured successfully!

The Drip connection will now appear in your global integrations list.

Form Settings

Step 1: Open the Form Editor

• Go to SureForms → Forms from your WordPress dashboard.
• Open the form where you want to integrate Drip.

Step 2: Add Drip to the Form

• In the right-hand panel, click the Integrations tab.

• Click Add Integration.

• Select Drip from the list of global integrations.

Step 3: Configure Drip Workflow

1. Select Tab

• Add Workflow Name (required).
• Select Action from the dropdown (required):
  • Add/Update Subscriber
  • Unsubscribe Subscriber
  • Remove Subscriber From Group
• Click Continue.

2. Configure Tab

• Map your form fields to Drip fields as per the selected Action.
• Click Continue.

3. Test Tab

• Click Test Workflow.
  • You’ll see:  Workflow “Drip – Create or Update Subscriber” tested successfully! The integration is working correctly.
• Click Save Changes.

The Drip workflow is now added, and every submission will automatically sync with your Drip account according to the mapping you set.