Plaid + Drift Integrations
Appy Pie Connect allows you to automate multiple workflows between Plaid and Drift
- No code
- No Credit Card
- Lightning Fast Setup
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About Plaid
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
About Drift
Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.
Drift IntegrationsBest ways to Integrate Plaid + Drift
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When this happens...
New Conversation
Then do this...
Create or Update Contact
If you use HubSpot as your principal marketing automation system, Drift may be used as a secondary source of quality leads while keeping everything in one place. With the help of this automation, all new leads from Drift will be added to your contact list in HubSpot. This way, you will be able to send them a personal message and continue engaging in conversation, without any major effort on your part.How Does This Integration Work?- When someone writes into live chat and provides their email address
- Appy Pie Connect creates a new lead in Drift.
Apps Involved- Drift
- HubSpot
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When this happens...
New Conversation
Then do this...
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
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When this happens...
New Conversation
Then do this...
Broadcast a Bot Message
If you've started a Drift conversation with someone in Zoho Cliq, you can now broadcast it to anyone in your Zoho Cliq team. After setting up this integration, Appy Pie Connect will watch new conversations in Zoho Cliq and automatically post new chat information to Zoho Cliq. This integration will allow you to quickly let your team know about any conversations started by others.How Does This Integration Work?- A new conversation is started in Drift
- Appy Pie Connect post that conversation to Zoho Cliq
Apps Involved- Drift
- Zoho Cliq
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When this happens...
New Message
Then do this...
Create Draft
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When this happens...
New Message
Then do this...
Send Email
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When this happens...
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Then do this...{{item.actionTitle}}
Connect Plaid + Drift in easier way
It's easy to connect Plaid + Drift without coding knowledge. Start creating your own business flow.
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New ItemTriggers when a new item is created.
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New Message
Triggers each time when a new message in a conversation is received.
Triggers
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Create payment recipient
Create a new payment recipient
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Create or Update Contact From External
Create or update a contact.
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Update Known Contact
Updates an existing contact.
Actions
How Plaid & Drift Integrations Work
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Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Drift as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Plaid to Drift.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
