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.
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 Lead
Triggers when an email address is collected from a lead.
- automatically do this!Create Activity
Save an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.
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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
