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Drift + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between Drift and Salesforce

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Drift

Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Drift + Salesforce

  • Drift Salesforce

    Drift + Salesforce

    Add new Drift chats to a Salesforce contact record Read More...
    Close
    When this happens...
    Drift New Conversation
     
    Then do this...
    Salesforce Update Record
    For customer facing employees, the ability to capture first-hand customer feedback during live chats helps improve your customer support strategies. Now you can add a new Drift chat to a Salesforce contact record. Set up this integration and whenever a new chat is started in Drift, Appy Pie Connect will create a new record in Salesforce.
    How Does This Integration Work?
    • A new conversation is started in Drift
    • Appy Pie Connect adds a link to the conversation on the matching contact record in Salesforce
    Apps Involved
    • Drift
    • Salesforce
  • Drift Salesforce

    Drift + Salesforce

    Create Lead to Salesforce from New Message in Drift Read More...
    Close
    When this happens...
    Drift New Message
     
    Then do this...
    Salesforce Create Lead
  • Drift Salesforce

    Drift + Salesforce

    Create Custom Object to Salesforce from New Message in Drift Read More...
    Close
    When this happens...
    Drift New Message
     
    Then do this...
    Salesforce Create Custom Object
  • Drift Salesforce

    Drift + Salesforce

    Create Contact to Salesforce from New Message in Drift Read More...
    Close
    When this happens...
    Drift New Message
     
    Then do this...
    Salesforce Create Contact
  • Drift Salesforce

    Drift + Salesforce

    Update Contact in Salesforce when New Message is created in Drift Read More...
    Close
    When this happens...
    Drift New Message
     
    Then do this...
    Salesforce Update Contact
  • Drift {{item.actionAppName}}

    Drift + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Drift + Salesforce in easier way

It's easy to connect Drift + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Message

    Triggers each time when a new message in a conversation is received.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates an existing contact.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Drift & Salesforce Integrations Work

  1. Step 1: Choose Drift as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Drift to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Drift and Salesforce

Drift

Drift is a chat-based marketing platform that is used for CRM (customer relationship management. It helps businesses to communicate with their users via live chat, email, and SMS. It works with any business process. The business processes are conducted on the cloud which helps businesses to use it anywhere. The information about the customers is stored in the database which helps with quick analysis of the data. It can be accessed by computers, tablets, and smartphones.

Salesforce

Salesforce is a top that simplifies business management with cloud technpogy. It helps businesses to manage customer data, leads, transactions, accounts, emails, activities or cases. It is useful for managing business processes. It is used by more than 100000 businesses worldwide. Salesforce helps to increase sales by closing more deals by using the CRM. Salesforce helps to discover new insights. It allows users to create better marketing strategies for their business.

Integration of Drift and Salesforce

Drift creates more opportunities for businesses by integrating Drift and Salesforce. Integration of Drift and Salesforce makes it easier for the user to connect with their customers. It has helped businesses to communicate with their customers on different platforms like Facebook, Twitter, Google+, Instagram etc. It enables users to create more personalized marketing campaigns. Drift integrates with more than 30+ software including marketing automation platforms like HubSpot, Marketo, Pardot, Salesforce etc. Integration of Drift and Salesforce will help the businesses to track the quality of communication between the business and its customers. Integration of Drift and Salesforce will allow businesses to connect with customers in real time. It will help businesses to create more engaging communications with their customers.

Benefits of Integration of Drift and Salesforce

Integration of Drift and Salesforce helps businesses to benefit in many ways. Integration of Drift and Salesforce will help businesses to reduce cost on customer acquisition costs. Integration of Drift and Salesforce will help businesses to save time on customer engagement. Integration of Drift and Salesforce will help businesses to improve sales by creating more personalized marketing strategies. Integration of Drift and Salesforce will help the organizations to create better employee experience by improving productivity and efficiency by providing feedback from employees. Integration of Drift and Salesforce will help businesses to close more deals by creating clear communication with the clients. Drift and Salesforce will provide better insights for businesses through data analytics. Through data analytics, businesses will able to listen to the voice of their customers and adjust their strategy accordingly. Marketing automation platform like Hubspot has integration features with Drift which allows businesses to create automated messages via email and SMS. This feature enables businesses to engage with their customers in real time without any delay.

The integration of Drift and Salesforce has helped organizations in many ways such as it has helped them to increase sales by closing more deals. It has helped them to create better marketing strategies for their business. It has helped them to save time and money on customer acquisition costs. It has helped them to close more deals by helping them to create clear communication with their customers. Businesses have benefited from this integration as it has helped them to increase productivity and efficiency through real time communication with their employees. The integration of Drift and Salesforce will help businesses in future as well as it will help them to gain insights from data analytics which will help them to improve employee experience, build better relationships with their customers, create better marketing strategies for their business etc.

The process to integrate Drift and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.