Capture new Drift messages in notes on contacts in Maximizer
With this powerful workflow, every new message received through Drift will be automatically captured and added as notes to your Maximizer contacts. Stay on top of your game by having all the essential information from Drift conversations readily available within Maximizer. Boost productivity, build stronger connections, and close deals faster with this game-changing automation.
With this powerful workflow, every new message received through Drift will be automatically captured and added as notes to your Maximizer contacts. Stay on top of your game by having all the essential information from Drift conversations readily available within Maximizer. Boost productivity, build stronger connections, and close deals faster with this game-changing automation.
- When this happens...New Message
Triggers each time a new message in a conversation is received.
- automatically do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
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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