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.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Log Event for Contact
Logs an event for a contact.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
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
New Lead
Triggers when an email address is collected from a lead.
Trigger
Instant
Try It
New Message
Triggers each time a new message in a conversation is received.
Trigger
Instant
Try It
User Reached Goal
Triggers when a User has hit a goal within a playbook.
Trigger
Instant
Try It
- External IdRequired
- Email
- Attributes
- Owner Email
- Tags
Action
Write
- Email
- Attributes
- Owner Email
- Tags
- End User IdRequired
Action
Write
- End User IdRequired
Action
Search

- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
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
New Conversation
Triggers when a conversation is started.
Trigger
Instant
Try It
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
- External IdRequired
- Event NameRequired
- Attributes
Action
Write
- User IdRequired
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.

Help

Related categories

Customer Support

Similar apps

Zendesk

Customer Support

Olark

Customer Support

LiveChat

Customer Support

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Drift + Salesforce

Add Drift events for new Salesforce tasks

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Conversation Manual Push

New Lead

New Message

User Reached Goal

Create or Update Contact From External

External IdRequired

Email

Attributes

Owner Email

Tags

Update Known Contact

Email

Attributes

Owner Email

Tags

End User IdRequired

Find User by End User Id

End User IdRequired

New Field History Tracking Event

History ObjectRequired

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Child Records (with line item support)

Parent ObjectRequired

Use Assignment Rules

Create File