> ## Documentation Index
> Fetch the complete documentation index at: https://chatbotx.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Drip Integration
> Connect Drip with ChatbotX to create or update a subscriber from contact data when the action runs in a Flow.
The **Drip** integration creates or updates a person from ChatbotX contact data directly within a Flow. The action uses the email address to identify the customer and can sync the phone number, Tags, and Custom Fields to Drip.
For example, after a customer requests product advice, ChatbotX sends their email address, phone number, and product interests to Drip for segmentation and personalized email marketing.
## Prepare your API Token
Get your **API Token** from Drip before connecting the integration. The token authenticates your Drip user and allows ChatbotX to send contact data to the Accounts that the user can access.
Sign in with a user who can access the Account that you want to connect to ChatbotX.
In Drip, select **Settings > User Settings** to open the settings for your user.
Select the **Settings** tab, then select **User Info** from the left menu.
Find the **API Token** field at the bottom of the page and select the copy icon. If API access is not enabled for your account, contact Drip support.
See the official [User Settings: Settings and API Token](https://help.drip.com/hc/en-us/articles/4424695636237-User-Settings-Settings-and-API-Token) guide.
The API Token is a secret tied to your Drip user. Generating a new token invalidates the previous token, so you must update the connection in ChatbotX.
## Connect Drip to ChatbotX
In your ChatbotX workspace, select **Settings** from the left menu.
Select the **Integrations** tab, then open **Drip**.
Select **Connect** to open the **Connect Drip** window.
Paste the Drip token into the **API Token** field, then select **Confirm**.
After the token is verified, ChatbotX saves the connection and loads the Accounts and Tags available to the Drip user for use in Flows.
## Add Drip to a Flow
Place the Drip action after collecting the email address and other data that you want to sync. Drip requires an email address to identify a person.
Select **Flows**, then open the Flow that you want to use to collect contacts.
In the Send Message node, select **+ Create**, then select **Actions**.
Open **Email Actions** and select **Add Contact to Drip**.
Select **Edit** on the action to choose an Account and sync the contact data.
## Configure Add Contact to Drip
Configure the fields in the **Drip** window, then select **Save**.
| Field | Configuration |
| ------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Account** | Select the Drip Account that receives the person. If the user can access multiple Accounts, confirm that you selected the correct business before saving. |
| **Email Field** | Select the ChatbotX field that stores the customer's email address. Drip uses the email address to create a new person or identify an existing person. |
| **Phone** | Select the phone number field to sync with the Drip profile. This field is optional. |
| **Tags** | Select one or more Tags to categorize the person in Drip. This field is optional. |
| **Custom Fields in Drip** | Select **+ Add Custom Field** to sync data from a ChatbotX field to the corresponding Custom Field in Drip. |
The action provides two outcomes that you can connect to the next nodes in the Flow:
* **Success**: Drip processed the request to create or update the person.
* **Error**: The request failed because the email address, API Token, Account, or synced data is invalid.
Connect each outcome to a different node to send a confirmation or handle the error.
The **Add Contact to Drip** action does not automatically add the person to a Workflow. You can use Tags or Custom Fields as trigger conditions in Drip after configuring the corresponding Automation.
## Example: Collect customers who need product advice
A fashion retailer wants to save customers who are interested in its products and categorize them by their needs.
Use Get User Data to ask for the customer's email address, phone number, and product interest.
Run **Add Contact to Drip**, then select the correct Account, **Email** field, and **Phone** field.
Apply a relevant Tag and sync the product interest to a Custom Field in Drip.
Connect **Success** to a confirmation message. Connect **Error** to a branch that asks the customer to check their information or transfers the conversation to a team member.
## Test the integration
Before you Publish the Flow, test it with an email address that you can access.
* Open **People** in the correct Drip Account and confirm that the person appears.
* Confirm that the email address, phone number, Tags, and Custom Fields contain the correct data.
* Confirm that the Flow follows the **Success** branch for a valid email address.
* Enter an invalid email address to test the **Error** branch.
* If an Account or Tag does not appear, review the user's permissions and reconnect the integration.
* If the API Token is no longer valid, copy the current token and update the connection in ChatbotX.
Send contacts to Drip for marketing only after they agree to receive messages. Creating or updating a person does not replace your consent and unsubscribe processes.