We know how important connecting Drift to Salesforce is for you, that’s why we’ve invested a ton of time to make sure this integration works the way you’d expect it to. We didn’t want to simply check the box, instead we’ve spent the last 3 years working with customers like you to get this integration right.
Conversations with your buyers contain a ton of context you’ll want to pass into Salesforce. Unlike other chat platforms, Drift helps you organize conversations in Salesforce so your team can properly follow up with leads, report on lead activity and measure what impact conversations are having on your funnel.
Drift also syncs live chat data from Salesforce so you can route conversations with existing leads in SFDC to the right account owner. And Drift analyzes Salesforce Opportunities so you can see which opportunities were influenced by Drift conversations. Keep scrolling for more details about our Salesforce Integration.
The Drift and Salesforce Live Chat integration is so important to us because it gives us a direct understanding of the ROI of our conversations with revenue reporting. It also gives us a full picture of the conversations so all teams; support, success, and sales can understand where their customers are coming from and where they are going."
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