Drift + Wello Solutions
Update companies and contacts in Wello Solutions with new contacts in Drift
Managing contact details across multiple applications doesn't have to mean a ton of extra manual data entry. With this integration active, each new contact in your Drift account will automatically be sent directly to Wello Solutions, saving you time and effort while you keep your details up to date!
Managing contact details across multiple applications doesn't have to mean a ton of extra manual data entry. With this integration active, each new contact in your Drift account will automatically be sent directly to Wello Solutions, saving you time and effort while you keep your details up to date!
- When this happens...New Contact
Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.
- automatically do this...Create or Update Company
Allows you to Create or update an existing company (account) on your domain.
- then do this!Create or Update Contact
Create or update contact and link it to the company/account.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Try ItNew Lead
Triggers when an email address is collected from a lead.
Try ItNew Message
Triggers each time a new message in a conversation is received.
Try ItUser Reached Goal
Triggers when a User has hit a goal within a playbook.
Try It
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.
Try ItNew Conversation
Triggers when a conversation is started.
Try ItNew Contact
Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.
Try ItLead StageRequired
Try It
