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How to automate direct mail with Dope360 & DripJobs
How to automate direct mail with Dope360 & DripJobs

In this workflow, we're going to show you how to integrate & automate Dope360

Tanner Mullen avatar
Written by Tanner Mullen
Updated over a week ago

Important:

This automation works when a customer is moved to the Project Complete stage in DripJobs.


1. Login to your Dope360 Account

Login to your Dope360 Account

2. At the top right of your account, click the "person" icon

At the top right of your account, click the "person" icon

3. Click on More

Click on More

4. Click on Create a Token

This is your "Access Token"

Click on Create a Token

5. Rename the token to identify it with your business

Rename the token to identify it with your business

6. Once finished, click Create

Once finished, click Create

7. Copy your new API token

Copy your new API token

8. Go to your DripJobs account, Click on Company Settings

Go to your DripJobs account, Click on Company Settings

9. Click on Integrations

Click on Integrations

10. Paste your access token under the DOPE 360 integration

Paste your access token under the DOPE 360 integration

11. Return to DOPE 360 and click on "Automations"

Return to DOPE 360 and click on "Automations"

12. Click on New Automation

Now, we're going to build out our Direct Mail Postcard

Click on New Automation

13. Select a Template

You can upload or create your own template in Dope360 Settings

Select a Template

14. Approve Template

Approve Template

15. Configure Your Automation Details

Configure Your Automation Details

16. Choose Automation Type

In this example, I'm telling DOPE 360 to send 50 postcards to the nearest neighbors of my customer

Choose Automation Type

17. Name Your Automation

This will ensure it's easy to reference when reviewing your activity

Name Your Automation

18. Under "Setting Up The Automation" change it to "Other"

Under "Setting Up The Automation" change it to "Other"

19. Copy The Automation Webhook Link

This is what DripJobs will use to send the information to Dr

Copy The Automation Webhook Link

20. Paste your DOPE360 Webhook in your DripJobs Settings under "Webhook URL"

Paste your DOPE360 Webhook in your DripJobs Settings under "Webhook URL"

21. Click on Save

Click on Save

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