Drift + Google Docs
Create Google Docs documents from templates for new Drift conversations
Experience effortless task management with this workflow. When a new conversation starts in Drift, a Google Docs document from a predetermined template is precisely assembled. This convenience ensures that all chat records are readily available and meticulously organized in a document for your examination, ultimately promoting efficiency in your routine operations.
Experience effortless task management with this workflow. When a new conversation starts in Drift, a Google Docs document from a predetermined template is precisely assembled. This convenience ensures that all chat records are readily available and meticulously organized in a document for your examination, ultimately promoting efficiency in your routine operations.
- When this happens...New Conversation
Triggers when a conversation is started.
- automatically do this!Create Document from Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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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
