For Revenue Operations teams
Configure DripPulse without reading every API endpoint first. Developers still use the quickstart; this page is your operational map.
What DripPulse automates in a RevOps workflow
- Lead triage: scoring, tiering, and assignment rules you define (see lead qualification recipe).
- Pipeline motion: stage-based routing and SLA nudges (opportunity routing recipe).
- Follow-up: signal-driven nurture when events fire (nurture recipe).
- CRM hygiene: integration and webhook steps update records when automations run.
What to configure first
- Team & roles — invite admins and editors; use Approver where a human must bless certain changes.
- Integrations — connect the CRM or tools you route against (Settings).
- Agent templates — align with your Lead Qualification Agent standard so reps see consistent outputs.
- Workflow draft — build in draft, run Test, then activate.
Building lead routing without writing code
Use the workflow builder: trigger → filter branches (geo, segment, score) → actions (notify, assign, webhook). Complex scoring can call an agent step inside the same flow.
Reviewing agent recommendations
- Open AI Agents and the agent’s execution history to see inputs and structured outputs.
- If your process requires approval before CRM writes, add a human review moment (task, queue, or Approver gate in your operating model).
What your sales team sees
Depends on your integrations: updated lead/opp fields, tasks, or notifications. DripPulse records what ran so you can reconcile with CRM audit fields.
Connecting common integrations
Use Settings → integrations; the API reference lists integration_connections for technical owners.
Monitoring workflow health
Use Dashboard Monitoring plus the checklist in Monitoring & troubleshooting: success rate, failed webhook deliveries, and “no runs” alerts for scheduled flows.
Troubleshooting common failures
- Nothing runs: check trigger (schedule vs. webhook), workflow status, and integration auth.
- Wrong owner: inspect branch conditions and test payload in workflow test mode.
- Agent errors: execution log on the agent; see troubleshooting guide.
How you know it is working
- Test runs succeed with expected sample data.
- Production runs appear on a schedule or after real events.
- CRM or downstream systems reflect the expected field updates.