Add new Drift conversations to a contact record in Salesforce

Salesforce is your source of truth for customer and lead data. So it stands to reason you should capture your conversations with them on the platform. This Zapier integration can make it happen for you: Any time a lead or customer starts a new conversation with your company via live chat, that will be added to their record in Salesforce automatically.

How this Drift-Salesforce integration works

  1. A new conversation is started in Drift
  2. Zapier adds a link to the conversation on the matching contact record in Salesforce

Apps involved

  • Drift
  • Salesforce
Add new Drift conversations to a contact record in Salesforce
Drift integration logo

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

Salesforce integration logo

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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