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Drift + Salesforce

Add Drift events for new Salesforce tasks

If your sales team is using Salesforce, tasks are one of the most useful ways to stay up to date with what's happening with a lead or customer. After setting up this automation, new tasks that are created on Salesforce will automatically get sent to Drift, associating them to contacts as new events so that you can segment based on that data and send targeted in-app messages.

If your sales team is using Salesforce, tasks are one of the most useful ways to stay up to date with what's happening with a lead or customer. After setting up this automation, new tasks that are created on Salesforce will automatically get sent to Drift, associating them to contacts as new events so that you can segment based on that data and send targeted in-app messages.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    DriftDrift
    Log Event for Contact

    Logs an event for a contact.

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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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About Salesforce

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

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