Connect Drip and Salesforce to unlock the power of automation

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Set up your first integration

Quickly connect Drip to Salesforce with a Zapier template.

Our most popular template

Create Salesforce leads from new Drip campaign subscriptions
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Drip + Salesforce
Tag subscribers in Drip when fields on records are updated in Salesforce
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Salesforce + Drip
Create or update Drip subscribers with new Salesforce records
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Salesforce + Drip
Add tags to Drip subscribers for new records in Salesforce
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Salesforce + Drip
Create Salesforce leads from new Drip subscriber tags
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Drip + Salesforce

Create Salesforce leads from new Drip campaign subscriptions

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Drip + Salesforce

Tag subscribers in Drip when fields on records are updated in Salesforce

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Salesforce + Drip

Create or update Drip subscribers with new Salesforce records

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Salesforce + Drip

Add tags to Drip subscribers for new records in Salesforce

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Salesforce + Drip

Create Salesforce leads from new Drip subscriber tags

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Drip + Salesforce

How Zapier works

Zapier makes it easy to integrate Drip with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Drip

A trigger is an event that starts your Zap and runs the workflow. For example, with Drip, a trigger could be "New Subscriber Tag."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Drip to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Drip to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Drip + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Drip and Salesforce

How do I integrate Drip with Salesforce?

To integrate Drip with Salesforce, you need to set up the connection through our platform. Start by navigating to the integrations section in your account, find Salesforce and follow the step-by-step guide, which includes authenticating your Salesforce account and defining triggers such as 'New Subscriber' or actions like 'Add Lead'.

Can I automatically add new Drip subscribers to Salesforce?

Yes, you can set a trigger in Drip for new subscribers and an action in Salesforce to add them as leads. This is easily set up during the integration process on our platform.

What happens if a contact unsubscribes from my Drip account?

When a contact unsubscribes from your Drip emails, you can configure an action in Salesforce to update the lead status or remove them entirely from your CRM list. Ensure this setting is part of your integration workflow.

Is it possible to update existing contacts in Salesforce when their information changes in Drip?

Absolutely, when there are updates to subscriber information in Drip, such as email or phone numbers, you can automate updates in Salesforce through our integration triggered actions.

How do I handle duplicate entries when syncing between Drip and Salesforce?

Our integration allows you to set rules for handling duplicates. You can choose whether to merge duplicates based on criteria such as email address or simply skip creation of a duplicate entry.

Can we trigger a campaign in Drip based off an event happening in Salesforce?

Yes, we support reverse triggers where an event like 'New Opportunity' or 'Lead Conversion' in Salesforce starts a specific email campaign or sequence in Drip.

What kind of data synchronization latency should I expect between Drip and Salesforce?

Generally, synchronization between Drip and Salesforce happens almost instantaneously but might vary slightly depending on server loads at any given time. Rest assured that we strive for minimal latency.

Connect Drip and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Account ID
  Required
Trigger
Instant
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- Account ID
  Required
Trigger
Instant
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- Account ID
  Required
Trigger
Instant
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- Account ID
  Required
Trigger
Instant
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- Account ID
  Required
Trigger
Instant
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- Account ID
  Required
Trigger
Instant
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- Account ID
  Required
Trigger
Instant
Try It

- Account ID
  Required
Trigger
Instant
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- Account ID
  Required
- Email Address
  Required
- Tag
  Required
Action
Write
- Account ID
  Required
- Email Address
  Required
- Tag
  Required
Action
Write
- Account ID
  Required
- Campaign ID
  Required
- Email Address
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- Account ID
  Required
Trigger
Instant
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- Account ID
  Required
Trigger
Instant
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- Account ID
  Required
Trigger
Instant
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- Account ID
  Required
Trigger
Instant
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- Account ID
  Required
Trigger
Instant
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- Account ID
  Required
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
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- Account ID
  Required
- Email Address
  Required
- Action
  Required
- Properties
Action
Write
- Account ID
  Required
- Campaign ID
  Required
- Email Address
  Required
- Time Zone
- Double Optin
- Starting Email Index
- Tags
- Custom Fields
- Reactivate if Removed
Action
Write
- Account ID
  Required
- Email Address
  Required
- Custom Fields
- Tags
- New Email Address
- Time Zone
- Subscriber Status
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate Drip on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Drip

Automate your ecommerce marketing at scale. Drip is your ecommerce marketing engine. Build personalized customer experiences, drive more revenue, and take your marketing strategy to the next level with Drip.

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