When this happens...
SalesforceNew Task
Then do this...
DriftLog Event for Contact

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.

Note: A customer must already exist on Drift with the same name as one on Salesforce for this integration to work.

How this Salesforce-Drift integration works

  1. A new task is created in Salesforce
  2. Zapier logs an event for the appropriate contact on Drift

Apps involved

  • Salesforce
  • Drift

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

Learn More

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

See Salesforce Integrations