Drift + Salesforce
Add new Drift leads to Salesforce
If you're looking to generate more leads by using live chat or targeted messages, you can now make sure all of those leads make it into your system: Set up this automation and Zapier will do the rest. From then on, any new leads created in Drift will automatically be added to your Salesforce account without fail
If you're looking to generate more leads by using live chat or targeted messages, you can now make sure all of those leads make it into your system: Set up this automation and Zapier will do the rest. From then on, any new leads created in Drift will automatically be added to your Salesforce account without fail
- When this happens...New Lead
Triggers when an email address is collected from a lead.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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
