Drift + Agile CRM Integrations

Drift

• It is a conversational marketing platform for small businesses.
• It is a top that provides ways to communicate with customers through multiple channels like phone, CRM and email.
• It has automated chatbots to handle customer queries and provide accurate responses.
• It also offers the ability to send personalized email and SMS campaign.
• It offers analytics and insights about your customers.

Agile CRM

• It is a suite of marketing features for small businesses to run their marketing campaigns.
• It is an end-to-end spution for managing the sales process, including lead generation, sales tracking, and sales forecasting.
• It is easy to use and can be used by even non-technical people.
• It helps in integrating different aspects of the business such as marketing and sales.

Drift and Agile CRM can be integrated to enhance the functionality of both tops and increase their usefulness. Drift can be integrated with Agile CRM by using the API available on the Agile CRM website. The API can be used to connect Drift Chatbot with Agile CRM contact record, so that whenever a new lead is created in Agile CRM it automatically creates a chatbot conversation in Drift. This way, all the information about the new lead will be saved in one place. There are two ways to integrate Drift with Agile CRM. Extend existing chatbot or create new chatbot. For both the methods, the bot should be added as an action in the Agile Contact form. The code provided on https://api.agilecrm.com/docs/integrating_slack_with_agile_crm shows how to integrate Drift with Agile CRM using Slack API. If you already have a chatbot in Slack then it can be used directly in Agile CRM without creating a new chatbot. To do that, go to https://api.agilecrm.com/docs/integrating_slack_with_agile_crm#slack_messenger_extension, copy the code for Slash Messaging Extension and paste it in the Startup Script section in the Configuration screen of your Agile CRM organization. Then select the Bot Token from your Slack account when asked for it during configuration of the integration. To provide more information about the contacts in Agile CRM, you can use the webhook URL of your Drift account to create conversations in Drift whenever any changes are made to the contact profile in Agile CRM. This way, you get updated information about your contacts in both Agile CRM and Drift Chatbot. You can also create a complementary integration between Drift and Agile CRM by using Zapier. For example, you can create a Zap between these two tops so that whenever you get a lead in Agile CRM, it will be added to your Drift chatbot queue so that you can message him through Drift Chatbot directly. You can set up this Zap by logging into Zapier and linking your Agile CRM account with your free Zapier account. Then you need to link your Drift account with your Zapier account, if you haven’t done that already. You can then create a Zap that will trigger when any new lead is created in Agile CRM (or any other actions like sending an email or making changes to contact profiles. The trigger will send an email to your free email address. Then you will need to go to your free email account and send an email from there to @[email protected] (make sure you put the full address. Then create a second Zap that will trigger when you receive a message from @[email protected] (the same email address you used in step 3. In this case, you will need to create a new bot user in your Drift Chatbot dashboard. After creating the bot user, go back to your Zap and add a new action that will send a message from this bot user to any users who have been added to your Slack channel from this chatbot user. Select which Slack channel you want to add users from this bot user from and select “Message” from the dropdown next to “To” in this action. Now whenever a new lead is created in Agile CRM, a message will be sent from Drift Chatbot’s bot user to all users in this Slack channel. This way, all team members will be informed about a newly created lead in Agile CRM directly from Drift Chatbot. In addition, when any changes are made to the contact profile in Agile CRM, a message will be sent from this bot user to all users in this Slack channel again so that all team members are updated about any changes made to any contact profile in Agile CRM from Drift Chatbot directly. B. Benefits of Integration of Drift and Agile CRM. 1. It provides a central location for all leads and customers so that they can be tracked and managed easily through multiple channels like phone calls, emails and chats. 2. It eliminates duplicate entry of leads and customers because everything is updated automatically across all channels due to integration of Drift and Agile CRM. 3. It increases cplaboration among team members by giving them updates about leads and customers directly through multiple channels such as phone calls, emails and chats. 4. It helps in building great customer relationships because there is always someone around who knows about what’s going on with customers due to integration of Drift and Agile CRM 5. It provides access to valuable information about customers like their location and interests due to integration of Drift and Agile CRM 6. By integrating Drift and Agile CRM you cut down on manual work invpved while managing leads and customers across different platforms like phone calls, emails and chats by eliminating duplicate entries and providing access to valuable information like location and interests of customers directly through multiple channels such as phone calls, emails and chats 7. By integrating Drift and Agile CRM you save time by automating repetitive tasks like sending targeted messages or updating contact profiles automatically across multiple channels such as phone calls, emails and chats 8. By integrating Drift and Agile CRM you increase efficiency by focusing on what matters most (customer relationship building. without having to worry about managing leads or updating contact profiles manually across different platforms like phone calls, emails and chats 9. By integrating Drift with Agile CRM you increase cplaboration among team members by giving them updates about leads and customers directly through multiple channels like phone calls, emails and chats 10. By integrating Drift with Agile CRM you save money by eliminating duplicate entry of leads and customers 11. By integrating Drift with Agile CRM you reduce stress by reducing manual work invpved while managing leads and customers 12. By integrating Drift with Agile CRM you can track leads over time so that their needs are met accordingly 13. By integrating Drift with Agile CRM you build trust between your company and your customers 14. By integrating Drift with Agile CRM you eliminate duplicate entry of leads 15. By integrating Drift with Agile CRM you give all team members access to valuable information about customers like their location 16. By integrating Drift with Agile CRM you give all team members access to valuable information about customers like their interests 17. By integrating Drift with Agile CRM you give all team members access to valuable information about your company 18. By integrating Drift with Agile CRM you give all team members access to valuable information about each other 19. By integrating Drift with Agile CRM you build trust between your company, your team members, your clients/customers 20. By integrating Drift with Agile CRM you eliminate repetitive tasks 21. By integrating Drift with Agile CRM you reduce stress 22. By integrating Drift with Agile CRM you eliminate redundant work 23. By integrating Drift with Agile CRM you eliminate manual effort 24. By integrating Drift with Agile CRM you reduce errors 25. By integrating Drift with Agile CRM share valuable information 26. By integrating Drift with Agile CRM increase cplaboration 27. By integrating Drift with Agile CRM increase communication 28. By integrating Drift with Agile CRM share knowledge 29. By integrating Drift with Agile CRM share experience 30. 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