More Ways to Integrate with Salesforce: January Releases from Drift

New year, new ways to use Salesforce and Drift.

This month’s updates from Drift give you new ways to leverage Salesforce Cases and the Salesforce Knowledge Base.

Read on to learn more👇

Salesforce Cases (Ticket) Creation and Integration

Drift now supports a seamless, self-service method of integrating Salesforce Cases into Drift.

The Drift Salesforce Cases integration allows for multiple workflows depending on what you are trying to accomplish.

Drift admins can easily add a Ticket Creation skill to their playbooks to create a Salesforce Case directly from Drift conversations.

Service reps can create Cases directly within Drift.

Users can automatically attach a full Drift conversation transcript to the corresponding Salesforce Case at the close of a conversation and see what Cases are related to a particular conversation.

Click here to learn more about setting up and using the integration.

Salesforce Knowledge Base Integration

Connecting your Knowledge Base to Drift lets you provide a seamless experience for customers by helping them quickly find answers to their most pressing questions.

And now there is a new way to do so, with the Drift Knowledge Base integration for Salesforce.

Click here to learn how to set up and use the integration.

That’s it for January. Look for new updates every month throughout 2022.

Looking for new ways to start 2022 off right? We’re spilling our best-kept Drift secrets for sales prospecting, inbound and outbound sales, and account management and growth.

Selling Secrets