Document360 + Drift Integration

Integrate Document360 to Drift in one click, or tell Integrately AI how you want each conversation handled. Capture chat insights, create documents, update records, and keep your knowledge base current automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Drift
    Email is identified in Drift Instant
  • Drift
    User reached goal in Drift Instant
  • Drift
    New Conversation is started in Drift Instant
  • Drift
    Conversation is pushed in Drift Instant
  • Drift
    Message is created in Drift Instant
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2.
  • Document360
    Create document in Document360
  • Document360
    Search document in Document360
  • Document360
    Update document in Document360
  • Drift
    Create Contact in Drift
  • Drift
    Update Contact in Drift
  • Drift
    Update contact via non-Drift Id in Drift
  • Drift
    Search contact by email in Drift
  • Drift
    Create Timeline Event in Drift
  • Drift
    Create Conversation in Drift

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Ready WorkflowsReady Workflows   for Document360 + Drift Integration

Capture chat insights, create documents, update records, notify teams, and streamline support, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Document360 + Drift flow

Turn chat interactions into knowledge base documents while keeping your CRM, support tickets, and team channels updated. Pick a combination and activate it in one click.

Document360
Drift
+
HubspotHubspot (4)
+
SalesforceSalesforce (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
ZendeskZendesk (3)
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Create a Document360 document when a new conversation starts in Drift, and add the contact in HubSpot
New Drift conversations instantly generate a Document360 document and create a contact in HubSpot, eliminating manual entry across your support and documentation stack.
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D
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Search Document360 when a message is created in Drift, and create a task in HubSpot
Drift messages trigger document searches in Document360 and automatically create follow-up tasks in HubSpot for your team.
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When a user reaches a goal in Drift, update the Document360 document and update the HubSpot contact
Achieving goals in Drift updates your Document360 documentation records and syncs contact updates in HubSpot automatically.
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Use ChatGPT to summarise new Drift conversations, create a Document360 document, and update HubSpot contacts
ChatGPT transforms raw Drift chats into structured summaries before creating Document360 documents and updating HubSpot records.

Supported triggers and actions for Document360 and Drift

Mix and match to build the exact automation you need

Document360
Document360 Triggers & Actions
No trigger is available
Create document in Document360
Generates a new document
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Search document in Document360
Locates and retrieves document based on search criteria
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Update document in Document360
Updates a document
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Drift
Drift Triggers & Actions
Instant
Email is identified in Drift
Triggers the automation when email address of any lead is captured
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Instant
User reached goal in Drift
Triggers the automation when the user reaches a particular goal
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Instant
New Conversation is started in Drift
Triggers the automation when a new conversation is initiated
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Instant
Conversation is pushed in Drift
Triggers the automation when a conversation is pushed to another user or team
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Instant
Message is created in Drift
Triggers the automation when a new message is created
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Create Contact in Drift
Adds a new contact to the database
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Update Contact in Drift
Updates contact information with new details
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Update contact via non-Drift Id in Drift
Updates a contact's information using a non-drift id
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Search contact by email in Drift
Finds and retrieves contact information using their email address
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Create Timeline Event in Drift
Creates a new timeline event
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Create Conversation in Drift
Start a new conversation with speicified recipients
Try it →

What can you automate with Document360 + Drift?

Turn live chat interactions into structured knowledge base articles, keep contacts updated, and streamline your entire support workflow automatically.

What you can automate?
💬
Generate documents from new conversations
Automatically create a Document360 document the moment a new conversation is started in Drift, capturing chat insights without manual entry.
🔍
Search knowledge base articles instantly
Trigger Document360 document searches using content from Drift messages to find relevant answers during active chats.
🔔
Alert team channels on new chats
Notify your team in Slack immediately when new conversations begin in Drift, ensuring rapid follow-up times.
🔀
Route workflows based on conversation status
Update Document360 documents or trigger CRM actions depending on whether a Drift conversation is pushed or reaches a specific goal.
🔄
Keep knowledge bases updated dynamically
Update existing Document360 articles whenever customer goals are reached or user emails are identified in Drift chats.
👤
Sync customer and contact records
Create or update contacts in HubSpot and Salesforce automatically based on visitor data captured during Drift interactions.
📈
Track conversion goals and milestones
Log user milestone achievements from Drift straight into your documentation and CRM reporting systems.
🔗
Extend workflows to external apps
Connect your Document360 and Drift core pair with Slack, HubSpot, Calendly, and other essential tools in a single click.
And much more...

Who is Document360 + Drift integration for?

Support teams, product managers, and customer success leads use this integration to turn chat interactions into structured documentation without manual tracking.

Operations Managers
Operations Managers
Customer Support Leads
Customer Support Leads
Client Success Directors
Client Success Directors
Support Operations Teams
Support Operations Teams
Product Specialists
Product Specialists
Knowledge Base Editors
Knowledge Base Editors
📊
Operations Managers
You manage knowledge base updates based on customer chat logs, but your reports stay outdated while logs wait in Drift — with this integration, every conversation instantly triggers document updates and keeps your reporting accurate.
Customer Support Leads
You handle live customer inquiries in Drift that require immediate documentation updates, but support agents find out too late about new product changes — automating both apps means every resolved query updates your Document360 articles right away.
🤝
Client Success Directors
You report documentation progress to stakeholders every week, but manual tracking leaves gaps when chats happen outside business hours — this integration means every conversation is captured and logged into your knowledge base automatically.
📥
Support Operations Teams
You process high volumes of customer messages in Drift every day, but keeping documentation synced by hand leads to missed updates — connecting these apps means high-volume chats are instantly processed into structured documents.
📋
Product Specialists
You depend on customer feedback from chat transcripts to update user guides, but information gets lost between Drift and your team — integrating these apps means your documentation team receives every insight immediately.
📚
Knowledge Base Editors
You maintain a comprehensive history of product documentation, but missing chat details leave gaps in your article revisions — with this integration, every conversation context flows straight into your document updates.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Document360 + Drift

Build and manage your Document360 + Drift automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Document360 + Drift with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Document360 to Drift?
Frequently Asked Questions
You can connect Document360 to Drift in 1 click using ready workflows on Integrately, or ask Integrately AI to build your automation. It takes seconds to link your accounts alongside Hubspot, Slack, and Zendesk.
Can I automatically create a Document360 document when a new Drift conversation starts?
Frequently Asked Questions
Can I connect Document360, Drift, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Document360 and Drift?
Frequently Asked Questions
How do document updates work between Document360 and Drift?
Frequently Asked Questions
Can I update existing contacts in Drift using chat interactions?
Frequently Asked Questions
Do I need coding skills to automate Document360 and Drift?
Frequently Asked Questions
Is the Document360 and Drift integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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