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
- A new task is created in Salesforce
- Zapier logs an event for the appropriate contact on Drift
Apps involved
- Salesforce
- Drift
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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.
How this Drift-Salesforce integration works
- A new conversation is started in Drift
- Zapier adds a link to the conversation on the matching contact record in Salesforce
Apps involved
- Drift
- Salesforce
Add new Drift leads to Salesforce
If you're looking to generate more leads by using live chat or targeted messages, you can now make sure all of those leads make it into your system: Set up this automation and Zapier will do the rest. From then on, any new leads created in Drift will automatically be added to your Salesforce account without fail
How this Drift-Salesforce integration works
- A new lead is created in Drift
- Zapier adds that lead to Salesforce
Apps involved
- Drift
- Salesforce
Update Salesforce contacts with new NPS responses
Measuring your customer satisfaction is absolutely key to retention and reducing churn. Set up this Zapier integration, and any new NPS response that is submitted by a customer in Drift will be automatically added to their contact entry on Salesforce, keeping you organized
How this Drift-Salesforce integration works
- A contact fills out a new NPS survey in Drift
- Zapier updates the contact, adding the score to their Salesforce record
Apps involved
- 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.
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
- A new task is created in Salesforce
- Zapier logs an event for the appropriate contact on Drift
Apps involved
- Salesforce
- Drift
It's easy to connect Drift + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a conversation is started.
Creates or updates a contact.
Triggers when a conversation is closed.
Logs an event for a contact.
Triggers when a User reaches a Goal with a specific Lead Stage.
Updates an existing contact.
Triggers when an email address is collected from a lead.
Create a new lead.
Triggers when a new lead is created.
Add a lead to a campaign.
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