Drift + Revamp CRM

Drift + Revamp CRM integrations

Create Revamp CRM notes for newly-closed chats in Drift

When a chat is closed in Drift, this Zapier will add a note under the customer in Revamp CRM including the chat transcript, automatically. That way, you track your leads and convert them to customers quickly and efficiently.

When this happens...
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.
TriggerInstant
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Create NoteCreates a new note.
ActionWrite

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More things you can do with Drift and Revamp CRM

Discover other triggers and actions you can use with Drift and Revamp CRM

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

- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Status
- Deal Stage
- Deal Product
- Deal Sales Region
- Deal Source
- Deal Name
Trigger
Polling
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New Deal
Triggers when a new deal is created.
Trigger
Polling
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- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Polling
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- Name
  Required
- Organization
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Person Name
- Person Email
- Message
- New Customer Type
- Disable Editing Note
- Created By
Action
Write
- Subject
  Required
- Type
  Required
- Customer
  Required
- Due on Date
  Required
- Due on Time
- Duration
- Assignee
- Note
- Is It Done?
Action
Write
- Deal Name
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Stage
- Deal Status
- Deal Product
- Deal Sales Region
- Deal Source
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
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Task
Triggers when a new task is created.
Trigger
Polling
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- Type
- Completion State
- Assignee
Trigger
Polling
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- Name
  Required
- Customer
  Required
- PipeLine
  Required
- Deal Stage
  Required
- Value
  Required
- Currency
  Required
- Expected Date Deal Ends
  Required
- Probability
- Owner Name
- Status
- Sales Region
- Product
- Deal Source
Action
Write
- Name
  Required
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search
- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
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.

Learn moreLearn moreHelpHelp

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Customer Support

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About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

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Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Add new Drift leads to Revamp CRM as people

Related Zap Templates

Add new Drift leads to Revamp CRM as people