Drift + Microsoft Excel
Add new Drift conversations to Microsoft Excel rows automatically
Optimize your team's workflow with this efficient automation. When a conversation is pushed in the Drift app, this workflow seamlessly adds a new row in Microsoft Excel. It's an effective means of ensuring no key communication slips through the cracks while you save valuable time on data entry. This workflow helps keep track of your conversations and enhances productivity within your team.
Optimize your team's workflow with this efficient automation. When a conversation is pushed in the Drift app, this workflow seamlessly adds a new row in Microsoft Excel. It's an effective means of ensuring no key communication slips through the cracks while you save valuable time on data entry. This workflow helps keep track of your conversations and enhances productivity within your team.
- When this happens...Conversation Pushed
Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Conversation Manual Push
Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.
Try ItNew Lead
Triggers when an email address is collected from a lead.
Try ItNew Message
Triggers each time a new message in a conversation is received.
Try ItUser Reached Goal
Triggers when a User has hit a goal within a playbook.
Try It
Conversation Pushed
Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.
Try ItNew Conversation
Triggers when a conversation is started.
Try ItNew Contact
Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.
Try ItLead StageRequired
Try It
