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Drift + Salesforce

Update lead details in Salesforce when new leads register in Drift

Automate your lead management process with this workflow. When a new lead is added in your Drift app, it will immediately update the corresponding lead in Salesforce. This guarantees smooth information flow between your marketing and sales teams, enabling you to focus on engaging and converting leads efficiently.

Automate your lead management process with this workflow. When a new lead is added in your Drift app, it will immediately update the corresponding lead in Salesforce. This guarantees smooth information flow between your marketing and sales teams, enabling you to focus on engaging and converting leads efficiently.

  1. When this happens...
    DriftDrift
    New Lead

    Triggers when an email address is collected from a lead.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Update Lead

    Updates an existing lead in Salesforce.

    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
  • Drift triggers, actions, and search

    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
  • Drift triggers, actions, and search

    New Conversation

    Triggers when a conversation is started.

    Trigger
    Instant
    Try It
  • Drift triggers, actions, and search

    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
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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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