Salesforce integration with Drift
How to Add Drift events for new Salesforce tasks
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add Drift events for new Salesforce tasks" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Drift integrations
Drift actions
Nekton can use any feature that is available in Drift API.
Using our advanced AI, you can easily create custom automations for Drift.
Here are some typical actions you can do in your automated workflows.
Create or Update Contact From External
Creates or updates a contact.
Update Known Contact
Updates an existing contact.
Find User by End User Id
Lookup User information by their end user id.
Log Event for Contact
Logs an event for a contact.
Find User by Anonymous Id
Lookup data for an existing user by their anonymous id.
Conversation Manual Push
Triggers when a conversation is ready for consumption by third-party systems.
This can occur in the following situations:
- A conversation has not been active for a specified period of time (customizable by each organization)
- A conversation had its status changed to 'closed'
- A conversation was manually push to third-parties by a user.
About Drift
Drift is a messaging app that makes it easy for businesses to talk to their website visitors and customers in real-time, from anywhere.