Drift and Salesflare

The new way businesses buy from businesses.

How to connect Drift

Drift is a messaging app that makes it easy for businesses to talk to their website visitors and customers in real-time, from anywhere.

Start a workflow when this happens

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.
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.
New Contact — Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.
New Conversation — Triggers when a conversation is started.
New Lead — Triggers when an email address is collected from a lead.

Show 3 more triggers

New Message — Triggers each time a new message in a conversation is received.
User Reached Goal — Triggers when a User has hit a goal within a playbook.
User Reached Goal With Lead Stage — Triggers when a User reaches a Goal with a specific Lead Stage.

Things Salesflare can make it do

Look up existing records

Find User by Anonymous Id — Lookup data for an existing user by their anonymous id.
Find User by End User Id — Lookup User information by their end user id.

Things Salesflare can make it do

Add Tags — Adds tags to a specified contact.
Create a Contact — Creates a contact.
Create a Conversation — Creates a new conversation.
Create/Edit/Delete a Message — Creates, updates or deletes a message in a conversation.
Delete Tags — Deletes tags from a specified contact.

Show 11 more actions

Delete a Contact — Deletes a contact.
Delete a Tag — Delete a tag from a specified contact.
Generate a Conversation Report — Generates a conversation report.
Get Conversation Statuses — Retrieves a count of the conversations according to their status.
Get a Conversation — Retrieves a conversation.
Get a Conversation Attachment — Retrieves a message attachment.
Make an API Call — Performs an arbitrary authorized API call.
Post a Timeline Event — Posts a timeline event to a contact's timeline.
Unsubscribe a Contact — Unsubscribes the contact from emails.
Update a Contact — Updates a contact.
Update a User — Updates a user.