Drift

Drift Help & Support

  • How to Get Started with Drift on Zapier
  • Popular Things To Do With Drift
  • Common Problems with Drift on Zapier

How to Get Started with Drift on Zapier

To get started with Drift on Zapier, first you will need to click to connect your Drift account to use with your Zap.

Click to connect Drift

Next, you'll be asked to name your Drift connection and enter your Access Token

Drift Access Token

To locate your Access Token in your Drift account, please follow these steps:

Step 1 - In Drift, click on settings icon and select “Integrations”

Drift Access Token in Drift account

Step 2 - Select Zapier from the list of integrations

Drift Access Token in Drift account

Step 3 - You’ll find your Access Token in a field on that page.

Drift Access Token in Drift account

Paste your key back into your Zapier account and then “Continue”. If your access token was entered correctly your Drift account will now be successfully connected.

Drift connection successful

Popular Things To Do With Drift

Add new Drift leads to HubSpot

Drift + HubSpot

Try It

Add new contacts in Drift as rows in Google Sheets

Drift + Google Sheets

Create Zendesk tickets when Drift conversations are closed

Drift + Zendesk

Add new Drift conversations to a contact record in Salesforce

Drift + Salesforce + Salesforce

Add new Drift leads to Salesforce

Drift + Salesforce

Add new leads from Drift to Marketo

Drift + Marketo

Common Problems with Drift on Zapier

New Conversation Trigger missing an email#

This event may not always return an email field, which is often required by actions. You can get around this by following these instructions on filtering for existing/nonexisting fields.

New Lead Trigger missing a name#

Similarly, this event may only return an email and creation date, and not a name. If your Actions require a name, please follow the same instructions.

User lifecycles: Visitors, Leads, and Contacts#

  • When an anonymous user lands on your site, they're captured as a visitor.
  • Once that visitor initiates a conversation through Drift, their status is updated to a lead without an email.
  • They are then prompted to provide an email during the conversation, which they may or may not provide.
  • Once they provide an email address, their status is upgraded as a contact on Drift.

My Conversation Closed Trigger won't fire#

Conversations do not close automatically. It's up to the agent to manually close a conversation.

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