Flexie CRM + Drift Integration
Integrate Drift to Flexie CRM in one click, or tell Integrately AI how you want each lead handled. Capture conversations, create contacts, update lead scores, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Universal trigger in Flexie CRM Instant
Email is identified in Drift Instant- User reached goal in Drift Instant
- New Conversation is started in Drift Instant
- Conversation is pushed in Drift Instant
- Message is created in Drift Instant
2.
- Create contact in Flexie CRM
- Update contact in Flexie CRM
- Search contact in Flexie CRM
- Create deal in Flexie CRM
- Update deal in Flexie CRM
- Search deal in Flexie CRM
- Update custom entity in Flexie CRM
- Create account in Flexie CRM
- Search account in Flexie CRM
- Update account in Flexie CRM
- Create custom entity in Flexie CRM
- Search custom entity in Flexie CRM
- Create lead in Flexie CRM
- Search lead in Flexie CRM
- Update lead in Flexie CRM
- Create Contact in Drift
- Update Contact in Drift
- Update contact via non-Drift Id in Drift
- Search contact by email in Drift
- Create Timeline Event in Drift
- Create Conversation in Drift
Trusted by experts at...
Ready Workflows for Flexie CRM + Drift Integration
Capture leads, create contacts, update lead scores, log interactions, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Drift + Flexie CRM flow
Schedule meetings, notify sales teams, log data in spreadsheets, and manage campaigns after your core conversation capture finishes. Pick a combination and activate it in one click.
+
Calendly (3)
Calendly (3) +
Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) +
Google Sheets (3)
Google Sheets (3) +
Mailchimp (3)
Mailchimp (3) +
Stripe (3)
Stripe (3) C
D
F
Add every new Calendly scheduled meeting to Drift and Flexie CRM instantly.
Scheduled meetings from Calendly appear in Drift and Flexie CRM within seconds, keeping your sales pipeline fully synchronized.
C
D
F
When a Calendly meeting is cancelled, update the contact in Drift and Flexie CRM.
Meeting cancellations in Calendly automatically update your Drift and Flexie CRM records so your team stays informed.
C
D
F
Create a Flexie CRM deal for every Calendly booking linked to a Drift conversation.
Turn Calendly bookings into Flexie CRM deals while tracking customer details through Drift.
Supported triggers and actions for Flexie CRM and Drift
Mix and match to build the exact automation you need
Flexie CRM Triggers & Actions
Drift Triggers & Actions
Instant
Email is identified in Drift
Triggers the automation when email address of any lead is captured
Try it → Instant
User reached goal in Drift
Triggers the automation when the user reaches a particular goal
Try it → Instant
New Conversation is started in Drift
Triggers the automation when a new conversation is initiated
Try it → Instant
Conversation is pushed in Drift
Triggers the automation when a conversation is pushed to another user or team
Try it → What can you automate with Drift + Flexie CRM?
Streamline your sales pipeline by connecting customer conversations directly to lead management, tracking, and follow-up workflows.
💬
Instant contact creation from new Drift conversations
Automatically create a new contact in Flexie CRM the moment a conversation is started in Drift, eliminating manual data entry.
📋
Capture every submitted conversation field
Map all visitor details and custom questions from Drift straight into Flexie CRM lead records for complete prospect profiles.
🔔
Alert your team the moment a lead arrives
Notify your sales channel instantly whenever a high-intent conversation starts in Drift and reaches Flexie CRM.
🔀
Route leads based on submitted criteria
Create different lead tiers in Flexie CRM depending on company size or budget provided during your Drift chat.
🔄
Keep CRM records updated as conversations evolve
Automatically update contact stages and timeline events in Flexie CRM whenever new Drift messages are created.
🔍
Search and update existing contacts safely
Search contacts by email in Drift before updating Flexie CRM records to prevent duplicate entries.
💼
Manage deal creation and updates seamlessly
Create and update deals in Flexie CRM automatically as prospects progress through chat milestones in Drift.
⚡
Extend workflows to popular messaging apps
Connect your Drift and Flexie CRM core flow to Slack for instant team notifications and streamlined handoffs.
And much more...
Who is Drift + Flexie CRM integration for?
Sales and support teams managing incoming conversations in Drift who struggle to keep Flexie CRM records accurate and up-to-date without manual data entry.
Sales managers
Account executives
Sales operations leads
Inbound sales teams
Sales development reps
Customer success leads
📈
Sales managers
You rely on conversation data to track team performance, but without automated syncing, your reports are always missing recent Drift interactions — this integration means every conversation lands in Flexie CRM instantly and your dashboards stay accurate.
⚡
Account executives
You need to reach out the moment a prospect shows interest in Drift, but manual record creation leaves leads sitting unassigned for hours — with this integration, every new contact gets created in Flexie CRM immediately so you can follow up first.
📊
Sales operations leads
You report pipeline metrics to leadership, but gaps between messaging channels and CRM pipelines make your numbers incomplete — integrating these apps means every interaction is logged accurately and your reports reflect true pipeline activity.
📥
Inbound sales teams
You handle high volumes of chats daily, but keeping Flexie CRM contacts updated by hand leads to missed follow-ups and lost deals — automating both apps means every lead is captured and tracked without manual effort.
🤝
Sales development reps
You depend on inbound chats being handed over quickly, but delays in record creation mean leads go cold before you see them — this integration means every contact flows straight into Flexie CRM for instant outreach.
🗂️
Customer success leads
You need complete interaction histories, but manual logging leaves missing entries across your CRM records — automating both apps means every touchpoint is captured reliably in Flexie CRM.
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 Flexie CRM + Drift
Build and manage your Flexie CRM + Drift automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Flexie CRM + Drift with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Flexie CRM + Drift Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Drift to Flexie CRM?
You can connect Drift to Flexie CRM in 1-click using ready workflows on Integrately, or ask Integrately AI to build your automation. It syncs customer chats with apps like Slack, Gmail, and Google Sheets instantly.
Can I automatically create Flexie CRM contacts from Drift conversations?
Can I connect Drift, Flexie CRM, and Slack?
What is a good Zapier alternative for Drift and Flexie CRM?
How are Drift contacts synced into Flexie CRM fields?
Can Flexie CRM deal updates trigger actions in Drift?
Do I need coding skills to automate Drift and Flexie CRM?
Is the Drift and Flexie CRM integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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