Integrate Drift with Codat
Drift is the world’s first conversation-driven marketing platform. It’s bots work like virtual assistants for your website, connecting your business with leads by starting conversations and scheduling meetings in real-time. This automates and streamlines the sales process, allowing companies to connect with the most qualified leads right away.
Codat is an API that allows for seamless, straightforward integrations with accountancy and financial software systems. By simplifying the integration process, it allows users to take their mind off of ETL and shift their focus to improving their business and their core offerings.
Popular Use Cases
Bring all your Drift data to Amazon Redshift
Load your Drift data to Google BigQuery
ETL all your Drift data to Snowflake
Move your Drift data to MySQL
Bring all your Codat data to Amazon Redshift
Load your Codat data to Google BigQuery
ETL all your Codat data to Snowflake
Move your Codat data to MySQL
Integrate Drift With Codat Today
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Drift's End Points
Convert leads and close deals with user-friendly, seamless communication experiences. Then, use this to grow your contact lists and create more targeted, effective marketing material.
Conversations & Messages
Use the conversation tools to avoid forms and follow-ups so that you can connect your business with the best leads in real-time. Then, integrate with other customer support, sales, and marketing tools to streamline your communication and improve long-term customer retention.
Codat's End Points
Add company entities and organize them by various properties, including contact details, company name, registration number, etc. Then, retrieve this information as necessary or integrate it with other relevant customer platforms.
Use the bills resource to integrate your billing and organize it based on various properties, including ID, status, issue date, and currency. You can also retrieve all bills for a company as necessary to ensure that your information is always accurate and comprehensive.
Keep a record of the reduction in amount owed to a company resource by a customer. This information may also be linked to an invoice in the underlying accounting platform.
Monitor data on any invoice that was sent to a client. This includes both basic details about the invoice and details about the current status of the invoice i.e. if it was sent, paid, disputed, etc. This data can help you get a clearer view of your expected revenue gains and losses, which can help you to run accurate predictive analyses.
Gather data about payments made on the invoices that you have sent to your clients. Use this data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.