When this happens...
DriftNew Conversation
Then do this...
SalesforceUpdate Lead

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
Premium
Salesforce is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Drift + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Conversation

Triggers when a conversation is started.

Create or Update Contact From External

Creates or updates a contact.

Conversation Closed

Triggers when a conversation is closed.

Log Event for Contact

Logs an event for a contact.

User Reached Goal With Lead Stage

Triggers when a User reaches a Goal with a specific Lead Stage.

Update Known Contact

Updates an existing contact.

New Lead

Triggers when an email address is collected from a lead.

Create Lead

Create a new lead.

New Lead

Triggers when a new lead is created.

Add a Lead to a Campaign

Add a lead to a campaign.

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Become a Zapier Integration Partner

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