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

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

  1. When this happens...
    DriftDrift
    New Lead

    Triggers when an email address is collected from a lead.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of 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
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drift logo

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
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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