Integrate Salesforce with Drift

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

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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.

About Drift

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

Want to explore Salesforce + Drift quick connects for faster integration? Here’s our list of the best Salesforce + Drift quick connects.

Explore quick connects
Connect Salesforce + Drift in easier way

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

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment 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.

  • New Message

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

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • 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.

  • Create or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates an existing contact.

How Salesforce & Drift Integrations Work

  1. Step 1: Choose Salesforce 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 Drift 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 Salesforce to Drift.

    (2 minutes)

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

Integration of Salesforce and Drift

Salesforce?

Salesforce is an American cloud computing company. They are used to manage companies’ sales, marketing, customer service, and other operations. The “sales” in Salesforce refers to its other products, like analytics and marketing automation. Salesforce was founded in 1999. Now it has more than 100,000 customers across the world, including Coca-Cpa, Airbnb, Evernote, Spotify, and many more.

How does Salesforce work?

Salesforce is a CRM (Customer Relationship Management. system. It includes features like lead generation, lead management, lead nurturing, lead scoring, lead routing, lead assignment, lead qualification, lead conversion, deal management, pipeline management, opportunity management, forecasting, reporting, case management, service automation, mobile apps, business process automation, etc.

Drift?

Drift is an Artificial Intelligence (AI)-powered marketing automation platform that helps companies grow their businesses by leveraging the power of humanity. Drift helps marketers connect with their leads through personalized messaging.

How does Drift work?

Drift allows you to create automated conversations with your leads through emails or SMS instead of using regular email marketing tops. You can add a “human touch” in your company’s communication with your leads by using Drift’s advanced features. It also allows you to track all interactions between your company and your leads with its tracking system.

Integration of Salesforce and Drift

Integrating Salesforce and Drift is a great spution for small-medium sized companies. It will help them grow their businesses by allowing them to communicate better with their leads/customers. Salesforce and Drift both have a great integration top. This top allows you to integrate all your data from Salesforce into Drift and vice versa. In the future, this integration will become even better because Salesforce acquired Drift in 2018.

Benefits of Integration of Salesforce and Drift

The benefits of integrating Salesforce and Drift include:

The process to integrate Salesforce and Drift 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm