Revamp CRM + Drift Integrations

How to connect Revamp CRM + Drift

Zapier lets you send info between Revamp CRM and Drift automatically—no code required.

When this happens...

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.

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Create Deal

Creates a new Deal.

Popular Revamp CRM + Drift workflows

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Create Revamp CRM notes for newly closed chats in Drift
Drift + Revamp CRM
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When this happens
Step 1: Conversation Closed
Then do this
Step 2: Create Note
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Create Revamp CRM notes for newly closed chats in Drift
Create Revamp CRM notes for newly closed chats in Drift
Drift + Revamp CRM
Add new Drift leads to Revamp CRM as people
Drift + Revamp CRM
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When this happens
Step 1: New Lead
Then do this
Step 2: Create Person
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Add new Drift leads to Revamp CRM as people
Add new Drift leads to Revamp CRM as people
Drift + Revamp CRM

Supported triggers and actions

What does this mean?

Person Matching Filter
Triggers when matching people with this criteria.
Trigger
Scheduled
Deal Matching Filter
Triggers when matching deals with this criteria.
Trigger
Scheduled
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
New Task
Triggers when a new task is created.
Trigger
Scheduled

Organization Matching Filter
Triggers when matching organizations with this criteria.
Trigger
Scheduled
Task Matching Filter
Triggers when matching tasks with this criteria.
Trigger
Scheduled

Create Person
Creates a new person.
Action
Write

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 + 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.