Drift + Orbit

Add new leads in Drift to Orbit

Once this Zap is in place, when a conversation in Drift converts to a new lead, that activity will automatically be added to a member profile on your Orbit workspace. If the member profile does not exist, a new profile will be created and this activity will be added to it.

When this happens...
New LeadTriggers when an email address is collected from a lead.
TriggerInstant
automatically do this!
Create ActivitySave an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.
ActionWrite

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More things you can do with Drift and Orbit

Discover other triggers and actions you can use with Drift and Orbit

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.
Trigger
Instant
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New Lead
Triggers when an email address is collected from a lead.
Trigger
Instant
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New Message
Triggers each time a new message in a conversation is received.
Trigger
Instant
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User Reached Goal
Triggers when a User has hit a goal within a playbook.
Trigger
Instant
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- External Id
  Required
- Email
- Attributes
- Owner Email
- Tags
Action
Write

- Email
- Attributes
- Owner Email
- Tags
- End User Id
  Required
Action
Write
- End User Id
  Required
Action
Search

New Member
Triggers when a new member is created in your workspace.
Trigger
Instant
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- Activity Title
  Required
- Activity Description
- Activity Type
- Activity Type Key
- Activity Link Text
- Activity Link
- Activity Weight
- Activity Properties
- Occurred at
- Key
- New or Additional Member Tags
- Remove and Replace Existing Member Tags
- Member Email
- Member GitHub Handle
- Member Twitter Handle
- Member Name
- Member Company
- Member Shipping Address
- Member Bio
- Member Title
- Member Pronouns
- Member Location
- Member Birthday
- Member T-Shirt Size
- Member Teammate
- Custom Identity Name
- Custom Identity Source
- Custom Identity Source Host
- Custom Identity Username
- Custom Identity Email
- Custom Identity User ID
- Custom Identity Link
Action
Write
- Member Slug or ID
  Required
- Note
  Required
Action
Write
- Member ID
  Required
- Name
- Shipping Address
- T-Shirt
- Add New Tags
- Replace all Tags
- Biography
- Birthday
- Company
- Title
- Location
- Pronouns
- Slug
- URL
- GitHub
- Twitter
- Email
- LinkedIn
- DEV
Action
Write
- Source
  Required
- Username
- Email address
Action
Search

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.
Trigger
Instant
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New Conversation
Triggers when a conversation is started.
Trigger
Instant
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New Contact
Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.
Trigger
Instant
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- Lead Stage
  Required
Trigger
Instant
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- External Id
  Required
- Event Name
  Required
- Attributes
Action
Write
- User Id
  Required
Action
Search
- Activity Types
- Activity Tags
- Member Tags
- Activity Keywords
- Include activities from your teammates?
Trigger
Instant
Try It
- Member Slug
  Required
- Source
  Required
- Name
- Source Host
- Username
- UID
- Email
- URL
Action
Write
- Name
- Email
- Twitter Handle
- GitHub handle
- DEV profile
- Bio
- LinkedIn profile
- Orbit Level
- Preferred Pronouns
- Tags to Add
- Location
- Shipping Address
- URL
- Company
- Title
- Birthday
- Teammate
- TShirt Size
- Tags
Action
Write
- Program Public UUID
  Required
- Form Response
  Required
Action
Write
- ID
  Required
Action
Search

About Drift

Drift is a messaging app that makes it easy for businesses to talk to their website visitors and customers in real-time, from anywhere.

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About Orbit

Grow your community and prove ROI with Orbit, the community experience platform for delivering stellar member experience.

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