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Drift + Salesforce

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.

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.

  1. When this happens...
    DriftDrift
    New Conversation

    Triggers when a conversation is started.

    TriggerInstant
  2. automatically do this...
    SalesforceSalesforce
    Find Record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    ActionSearch
  3. then do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Drift triggers, actions, and search

    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
    Try It
  • Drift triggers, actions, and search

    New Lead

    Triggers when an email address is collected from a lead.

    Trigger
    Instant
    Try It
  • Drift triggers, actions, and search

    New Message

    Triggers each time a new message in a conversation is received.

    Trigger
    Instant
    Try It
  • Drift triggers, actions, and search

    User Reached Goal

    Triggers when a User has hit a goal within a playbook.

    Trigger
    Instant
    Try It
  • Drift triggers, actions, and 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
    Try It
  • Drift triggers, actions, and search

    New Conversation

    Triggers when a conversation is started.

    Trigger
    Instant
    Try It
  • Drift triggers, actions, and search

    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
    Try It
    • Lead StageRequired

    Trigger
    Instant
    Try It
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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.

Related categories

  • Customer Support

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salesforce logo

About Salesforce

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

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