Salesforce and Drift integration

Salesforce Integration for Drift

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 simple 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 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.

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The Drift and Salesforce 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."

Andrew Kimmell
CMO & Co-Founder, TextUs

Create Leads Or Contacts In Salesforce That Originated From Drift Conversations

New leads that are identified on chat can be automatically sent to Salesforce so your CRM remains your source of truth for all your contacts.

After a conversation is finished, Drift can automatically create a lead or contact if that person doesn’t exist in Salesforce already.

You can also pass leads into your marketing automation platform like Marketo, Pardot, Eloqua or HubSpot and from there pass leads into Salesforce.

For details about setting up Drift’s Salesforce integration, you should read this documentation.

Post Chat Activity Into Salesforce

With Drift’s Salesforce integration, you can sync the most important context over to your CRM. For instance, when a new lead comes to your website and books a meeting with your sales team through a Playbook™, Drift can:

  • Set the sales rep that the meeting was booked with as the Lead Owner
  • Create an Event on their Salesforce record that the meeting was booked
  • Pass the chat transcript from Drift into their Salesforce record

For details about setting up Drift’s Salesforce integration, you should read this documentation.

See Sales Opportunities Influenced by Drift Conversations

Conversations happen across the buyer’s journey. But how do they impact your funnel? Drift’s Salesforce integration can help you answer that question.

Drift syncs with Opportunities in Salesforce to analyze which opps were influenced by a conversation that occurred in Drift. So you can see how many opportunities, the total dollar value of those opportunities and even which conversation influenced the deal.

Instead of just looking at leads generated or meetings booked, with Drift’s Salesforce integration you can see how conversations are impacting your bottom line.

For details about setting up Drift’s Salesforce integration, you should read this documentation.

Use Drift Intel to Target Conversations With Your Dream Customers

Give your target accounts a VIP welcome with Drift’s Salesforce integration. Instead of giving them a generic experience – like forms to get in touch with your sales team – roll out the red carpet with a personalized welcome message from their account owner and a fastlane to a conversation.

With Drift, you can sync your target accounts from Salesforce into Drift and target them with personalized messages when they visit your website.

For details about setting up Drift’s Salesforce integration, you should read this documentation.

Map Any Contact Attribute From Drift Into Salesforce

Save important context from conversations and pass that context into your Salesforce account using Contact Attribute mapping.

When a Drift chatbot is interacting with someone on your website, it can save Attributes about that person like their name, company, or any other qualification question you might ask. Those Attributes can be mapped from Drift into Salesforce as Fields.

For details about setting up Drift’s Salesforce integration, you should read this documentation.

Ready to take a closer look at Drift? Book your demo now.

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