Integrate Drift with Salesforce
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.
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
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 Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Integrate Drift With Salesforce 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.
Salesforce's End Points
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.