Drift + Steady

Drift + Steady integrations

Record activity updates in Steady for newly-closed conversations in Drift

Do you want to include activity from Drift in your team's Steady check-ins? With this integration, you can automatically view closed conversations from Drift in the Steady activity stream and alongside team members' check-ins, giving your team a more complete view of each others work.

When this happens...
Conversation PushedTriggers 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.
TriggerInstant
automatically do this!
Record ActivityRecords an activity and adds it to the next check-in for a specific team member.
ActionWrite

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More things you can do with Drift and Steady

Discover other triggers and actions you can use with Drift and Steady

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
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New Lead
Triggers when an email address is collected from a lead.
Trigger
Instant
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New Message
Triggers each time a new message in a conversation is received.
Trigger
Instant
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User Reached Goal
Triggers when a User has hit a goal within a playbook.
Trigger
Instant
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- External Id
  Required
- Email
- Attributes
- Owner Email
- Tags
Action
Write

- Email
- Attributes
- Owner Email
- Tags
- End User Id
  Required
Action
Write
- End User Id
  Required
Action
Search

New Reaction
Triggers when someone on the team reacts (with an emoji) to a check-in from someone else on the team.
Trigger
Instant
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- Date
  Required
- Member Email
  Required
Action
Write
- Email or Name
  Required
- Description
  Required
- Source
  Required
- Source URL
Action
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
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New Conversation
Triggers when a conversation is started.
Trigger
Instant
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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
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- Lead Stage
  Required
Trigger
Instant
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- External Id
  Required
- Event Name
  Required
- Attributes
Action
Write
- User Id
  Required
Action
Search
New Comment
Triggers when someone on the team comments on a check-in from someone else on the team.
Trigger
Instant
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New Check-In
Triggers when someone on the team checks-in with a status update.
Trigger
Instant
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- Date
  Required
Action
Write

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.

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About Steady

Steady is a zero-effort coordination platform for running high-performance teams.

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