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Drip + Alegra Integrations

Syncing Drip with Alegra is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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About Drip

Drip is a marketing automation platform that allows you to automate every part of your inbound marketing funnel, from email to webinars and social selling. Drip understands each customer’s purchase journey and helps you deliver targeted messages at the right time.

About Alegra

Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.

Alegra Integrations
Connect Drip + Alegra in easier way

It's easy to connect Drip + Alegra without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

    Actions
  • Create Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

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How Drip & Alegra Integrations Work

  1. Step 1: Choose Drip as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Alegra as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Drip to Alegra.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Drip and Alegra

Drip is a marketing automation top that allows you to automate, track and measure your campaigns. According to the Drip website, “You can use Drip to drive more visitors, subscribers and conversions with beautiful, targeted email campaigns.” (Drip, 2017. Alegra is a CRM top that allows you to manage contacts and leads with ease. They also provide you with a variety of ways to create and send emails. From the Alegra website, “With Alegra CRM you can. connect and manage your contacts and leads, contact and lead history with CRM, perform smart searches and find the right contact for your next communication with CRM search, send emails and newsletters with our simple editor, and many other features.” (Alegra CRM, 2017.

Integration of Drip and Alegra allows you to manage contacts and leads more efficiently than ever before. There are many benefits when integrating Drip and Alegra. This includes:

  • Better Customer Experience

Customers want to be treated in a special way and feel like they are being listened to and cared about. By integrating contact and lead history with CRM, it will be easier than ever to keep track of who your customers are and how you can best help them. For example, if a customer has visited your store in the past, you can send them a coupon for a percentage off their purchase.

  • More Targeted Marketing

Integrating Drip and Alegra allows you to target your leads more effectively. With Alegra, you can see what stage your leads are in within the buying process, what products they have previously browsed on your site, how often they visit your site, etc. With this information, you can reach out to leads at the most effective time. For example, if a lead views a product page but does not add it to their cart or make a purchase within a certain amount of time, you can instead send them a coupon for that product on their anniversary of visiting the site.

  • Streamlined Workflows

By using Drip and Alegra together, you can streamline your workflows from beginning to end. You will have an easier time creating automated campaigns that help you gain more leads or increase sales from existing leads. For example, if a lead downloads a white paper on your site, you can set up a campaign in Drip to send them an offer for a free consultation or some other service related to the white paper they downloaded. Then, if a customer signs up for a free consultation by filling out a form on your site, you can set up another campaign in Drip to notify the customer that they will get a call from your business within 24 hours. If they confirm that they would like to schedule an appointment through Alegra CRM, then it will automatically add them to an appointment schedule that you have created. If they fail to confirm, then you can send them an email reminder the day before the scheduled appointment reminding them of their upcoming appointment and providing them with instructions of how to reschedule if needed.

There are many benefits of integrating Drip and Alegra together. This includes better customer experience, more targeted marketing and streamline workflows. Your business will be more efficient than ever before. Many businesses use Drip and Alegra together for these reasons along with many others that we may not even know about yet!

References:

The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am