Revamp CRM + Drift Integrations
How to connect Revamp CRM + Drift
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Popular Revamp CRM + Drift workflows
Create Revamp CRM notes for newly-closed chats in Drift
Create Revamp CRM notes for newly-closed chats in Drift
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Person Matching FilterTriggers when matching people with this criteria.Trigger- Deal Matching FilterTriggers when matching deals with this criteria.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Organization Matching FilterTriggers when matching organizations with this criteria.Trigger
- Task Matching FilterTriggers when matching tasks with this criteria.Trigger
- Create PersonCreates a new person.Action
- Revamp CRM
Creates a new Deal.
Scheduled
Action
- Revamp CRM
Creates a new note.
Scheduled
Action
- Revamp CRM
Creates a new organization.
Scheduled
Action
- Revamp CRM
Creates a new Task.
Scheduled
Action
- Revamp CRM
Finds an existing Person.
Scheduled
Action
- Revamp CRM
Find an existing Deal.
Scheduled
Action
- Revamp CRM
Finds an existing Organization.
Scheduled
Action
- Drift
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.
Instant
Trigger
- Drift
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.
Instant
Trigger
- Drift
Triggers when an email address is collected from a lead.
Instant
Trigger
- Drift
Triggers when a conversation is started.
Instant
Trigger
- Drift
Triggers each time a new message in a conversation is received.
Instant
Trigger
- Drift
Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.
Instant
Trigger
- Drift
Triggers when a User has hit a goal within a playbook.
Instant
Trigger
- Drift
Triggers when a User reaches a Goal with a specific Lead Stage.
Instant
Trigger
- Drift
Creates or updates a contact.
Scheduled
Action
- Drift
Logs an event for a contact.
Scheduled
Action
- Drift
Updates an existing contact.
Scheduled
Action
- Drift
Lookup data for an existing user by their anonymous id.
Scheduled
Action
- Drift
Lookup User information by their end user id.
Scheduled
Action
How Revamp CRM + Drift Integrations Work
- Step 1: Authenticate Revamp CRM and Drift.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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