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Drip

Automatically sync new customer details from Setmore into Drip to power email marketing and engagement.

Updated today

Managing Setmore appointments alongside Drip marketing workflows can take extra time and lead to missed opportunities. This zap automatically adds new contacts to Drip, applies tags, and triggers campaigns based on appointment details, keeping your marketing and bookings fully in sync without any manual work.

Please note: This integration is powered by Zapier, but once configured, it works seamlessly to sync Setmore appointments with Google Sheets automatically. To create a Zapier account, click here.


How to connect:

You can get this workflow running in just a few steps using a pre-built Zapier template:

  1. Open this template, click ‘Connect Setmore Appointments + Setmore’ and log into Zapier.

  2. You’ll see a Co-pilot appear on the left that will guide you through most of the Zap setup.

  3. In a separate tab, log into your Drip account. Go to Settings > User Settings > API Keys (or similar depending on your Drip account) and copy your API key.

  4. Head back to Zapier, log into Drip, and paste your API key where prompted.

  5. Select the Drip action you want:

    • Create/Update Subscriber
      Add Tag to Subscriber

    • Trigger Workflow

  6. Specify the appointment or contact details to send from Setmore to Drip, such as:

    1. Customer name and email

    2. Appointment date and time

    3. Service type (optional for tags)

  7. Click Send test to ensure data syncs correctly, then click Turn on Zap.

Please note: You can customize the fields sent to Drip. For example, include tags based on service type, appointment notes, or assigned staff to trigger different automations depending on your marketing strategy.


Need help setting up an integration or exploring which apps could best support your workflow? Book a call with one of our experts and we’ll guide you through the options.

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