Jonathan Denney

Introducing ConvertFlow’s powerful new integration with Drip

Over the past few months, we’ve been getting more and more requests for an integration with Drip, which is clearly one of the best email marketing automation solutions we’ve ever seen.

Drip packs the key features marketers need to automate their email campaigns, but most importantly, it’s very simple and easy to use.

So last month we decided to build an integration with Drip, however, we didn’t want to just send contact data to their system. We wanted our mutual customers to be able to fully sync the conversion automation they can build in ConvertFlow with their Drip campaigns.

Fast forward a few weeks, and here’s the new integration in action…

Syncing your dynamic calls-to-action with Drip

While building dynamic CTAs in ConvertFlow, you can easily set automated actions to trigger each call-to-action step people engage with, from within your different marketing tools.

And with the new Drip integration, setting up Drip automations with your CTAs is about as easy as it gets.

For example, let’s say we’re building a multi-step CTA for my blog’s sidebar. It’s going to offer a free consultation in 3 steps, and we want ConvertFlow to conditionally trigger a few automations based on how people engage with each step.

Here’s how that would look:

Call-to-action step 1


Call-to-action step 2
Now, for the second CTA step, we’re going to request more information from potential leads, so I can qualify them, and then segment them in my different campaigns.


When they complete this step of the form, we can set it so ConvertFlow sends me an alert with the person’s researched lead profile. Adds the “Wants consultation” tag in Drip. And adds my new lead to the “Consultation request” workflow in Drip.

On to the third, and last step!

Call-to-action step 3
For our last step, we’re going to give new leads the ability to choose which challenge they think they need the most help with. To do this, we’re going to show 2 buttons linking to different articles. These are intended to presell leads on my consulting know-how and experience.

And logically, we’re going to trigger automations to segment the leads based on their choice, so we can deliver more personalized follow-up!


For each button, we’re going to tag the contacts in Drip based on their choice. As you can see, we’ll have lots of useful information on the new leads. We would have delivered valuable content personalized for them, and we would have also triggered follow-up emails in Drip.

Now, heading over to Drip.


As you can see, within Drip’s powerful workflow builder, I’ve set it up so this workflow…

  1. Starts with contacts having the “Potential Client” tag applied by the first step of the ConvertFlow CTA.
  2. Waits a few minutes for them to move through the CTA, and then checks to see if they completed the 2-step form.
  3. If they did not complete the steps, we add the opt-in to the follow-up sequence that helps them finish the process of requesting a consultation.
  4. If they did complete the steps, Drip checks the tags applied by choosing their marketing challenge in CTA Step 3, and sends them either the “traffic generation”, or “traffic conversion” campaign based on their choice.

As you can see in this example, Drip made it super easy to set up email follow up based on the lead’s progress through my “consultation request” call-to-action.

Cool stuff, right?

Meanwhile, back in ConvertFlow, we’ve created a conversion Flow to retarget my leads based on their progress through the “consultation request” call-to-action.


All new visitors will see the consultation request call-to-action. Those who submit the form will be moved to the next stage, where ConvertFlow will start showing CTAs depending on whether they finished the second step of the consultation request form, or not.

In case they didn’t finish it, we’ll retarget them with an exit intent popup


…which only shows if the visitor has been tagged with “Wants consultation” tag in Drip, and is still subscribed to the “Consultation request follow up” campaign in Drip.


As you can see, when you combine Drip with ConvertFlow, you get very powerful marketing automation, synced with your website and your email marketing campaigns.

If you’re not already using ConvertFlow to convert your website visitors into customers with the right calls-to-action, go ahead and signup for 14-day free trial today.

And if you’re looking for a simple, yet powerful solution to fulfill your email marketing needs, head over to, and get your 21 day free trial today!

About the author
Jonathan Denney
Co-Founder & CTO, ConvertFlow
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Jonathan Denney leads product at ConvertFlow. After running a conversion marketing agency, Jonathan co-founded ConvertFlow with his brother Ethan Denney to help brands build conversion funnels without code or waiting on developers. Since then, ConvertFlow's no-code funnel builder has helped launch 100k+ conversion campaigns, across brands such as Volkswagen, NectarSleep, CampingWorld and more.