How to connect Drift + Kiflo PRM
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- Conversation Manual PushTriggers 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.Trigger
- Conversation PushedTriggers 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.Trigger
- New LeadTriggers when an email address is collected from a lead.Trigger
- New ConversationTriggers when a conversation is started.Trigger
- New MessageTriggers each time a new message in a conversation is received.Trigger
- New ContactTriggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.Trigger
- User Reached GoalTriggers when a User has hit a goal within a playbook.Trigger
- User Reached Goal With Lead StageTriggers when a User reaches a Goal with a specific Lead Stage.Trigger
- Drift
Creates or updates a contact.
Scheduled
Action
- Drift
Logs an event for a contact.
Scheduled
Action
- Drift
Updates an existing contact.
Scheduled
Action
- Drift
Lookup data for an existing user by their anonymous id.
Scheduled
Action
- Drift
Lookup User information by their end user id.
Scheduled
Action
- Kiflo PRM
Triggers when a new contact is added.
Instant
Trigger
- Kiflo PRM
Triggers when a property on an existing contact is updated.
Instant
Trigger
- Kiflo PRM
Triggers when a new customer is added.
Instant
Trigger
- Kiflo PRM
Triggers when a new customer is updated.
Instant
Trigger
- Kiflo PRM
Triggers when a new deal is accepted.
Instant
Trigger
- Kiflo PRM
Triggers when a new deal is added.
Instant
Trigger
- Kiflo PRM
Triggers when a new note is added on a deal.
Instant
Trigger
- Kiflo PRM
Triggers when a deal moves to a new stage.
Instant
Trigger
- Kiflo PRM
Triggers when a new deal is refused.
Instant
Trigger
- Kiflo PRM
Triggers when a property on an existing deal is updated.
Instant
Trigger
- Kiflo PRM
Triggers when a new lead is accepted.
Instant
Trigger
- Kiflo PRM
Triggers when a new lead is added.
Instant
Trigger
- Kiflo PRM
Triggers when a new note is added on a lead.
Instant
Trigger
- Kiflo PRM
Triggers when a new lead is refused.
Instant
Trigger
- Kiflo PRM
Triggers when a new lead is updated.
Instant
Trigger
- Kiflo PRM
Triggers when a partner application is accepted.
Instant
Trigger
- Kiflo PRM
Triggers when a new partner application is added.
Instant
Trigger
- Kiflo PRM
Triggers when a partner application is rejected.
Instant
Trigger
- Kiflo PRM
Triggers when a new partner is added.
Instant
Trigger
- Kiflo PRM
Triggers when a new note is added on a partner.
Instant
Trigger
- Kiflo PRM
Triggers when a partner moves to a new onboarding stage.
Instant
Trigger
- Kiflo PRM
Triggers when a new partner is updated.
Instant
Trigger
- Kiflo PRM
Triggers when a partner as added to a new program level.
Instant
Trigger
- Kiflo PRM
Triggers when a new reward is created.
Instant
Trigger
- Kiflo PRM
Triggers when a new transaction is added.
Instant
Trigger
- Kiflo PRM
Triggers when a new transaction is updated.
Instant
Trigger
- Kiflo PRM
Create a new channel conflict.
Scheduled
Action
- Kiflo PRM
Creates a new contact.
Scheduled
Action
- Kiflo PRM
Updates an existing contact.
Scheduled
Action
- Kiflo PRM
Creates a new customer.
Scheduled
Action
- Kiflo PRM
Updates an existing customer.
Scheduled
Action
- Kiflo PRM
Accepts a deal.
Scheduled
Action
- Kiflo PRM
Adds a partner with his role on an existing deal.
Scheduled
Action
- Kiflo PRM
Associates a customer to a deal.
Scheduled
Action
- Kiflo PRM
Creates a new deal.
Scheduled
Action
- Kiflo PRM
Refuses a deal.
Scheduled
Action
- Kiflo PRM
Updates an existing deal.
Scheduled
Action
- Kiflo PRM
Accepts a lead.
Scheduled
Action
- Kiflo PRM
Converts a lead to a customer.
Scheduled
Action
- Kiflo PRM
Converts a lead to a deal.
Scheduled
Action
- Kiflo PRM
Creates a new lead.
Scheduled
Action
- Kiflo PRM
Refuses a lead.
Scheduled
Action
- Kiflo PRM
Updates an existing lead.
Scheduled
Action
- Kiflo PRM
Accept a new partner application.
Scheduled
Action
- Kiflo PRM
Reject a new partner application.
Scheduled
Action
- Kiflo PRM
Creates a new partner.
Scheduled
Action
- Kiflo PRM
Updates an existing partner.
Scheduled
Action
- Kiflo PRM
Creates a new transaction.
Scheduled
Action
- Kiflo PRM
Finds an existing contact.
Scheduled
Action
- Kiflo PRM
Finds an existing customer.
Scheduled
Action
- Kiflo PRM
Finds an existing deal.
Scheduled
Action
- Kiflo PRM
Finds an existing lead.
Scheduled
Action
- Kiflo PRM
Finds an existing partner application.
Scheduled
Action
- Kiflo PRM
Finds an existing partner.
Scheduled
Action
- Kiflo PRM
Finds an existing transaction.
Scheduled
Action
- Kiflo PRM
Finds an existing Contact or creates a new one.
Scheduled
Action
- Kiflo PRM
Finds an existing Customer or creates a new one.
Scheduled
Action
- Kiflo PRM
Finds an existing Deal or creates a new one.
Scheduled
Action
- Kiflo PRM
Finds an existing Lead or creates a new one.
Scheduled
Action
- Kiflo PRM
Finds an existing Partner or creates a new one.
Scheduled
Action
- Kiflo PRM
Finds an existing Transaction or creates a new one.
Scheduled
Action
How Drift + Kiflo PRM Integrations Work
- Step 1: Authenticate Drift and Kiflo PRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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