Create Drift user for new Platform.ly contact
Platform.ly + Drift Integration
Drift + Platform.ly Integration
Integrate Drift to Platform.ly in one click, or tell Integrately AI how you want each contact handled. Capture prospective customer details instantly, update your marketing database, segment contacts, and trigger automated follow-up campaigns.
Free forever.Use premium features free for 14 days.1.
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
Contact is created in Platform.ly- Tag is created in Platform.ly
- Custom field is created in Platform.ly
- Segment is created in Platform.ly
2.
- 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
- Create Contact in Platform.ly
- Update Contact in Platform.ly
- Add tag to a contact in Platform.ly
- Search contact in Platform.ly
- Add note to contact in Platform.ly
- Remove tag from contact in Platform.ly
- Remove all tags from contact in Platform.ly
- Add segment to contact in Platform.ly
- Remove segment from contact in Platform.ly
- Remove all segments from contact in Platform.ly
Trusted by experts at...
Ready Workflows for Drift + Platform.ly Integration
Capture new conversations, sync contact details, update marketing segments, trigger targeted emails, and drive customer engagement, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Drift + Platform.ly flow
Extend your automation pipeline with customer communications, scheduling, spreadsheet logs, email campaigns, billing, and form capture. Pick a combination and activate it in one click.
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Slack (8)
Slack (8) +
Calendly (8)
Calendly (8) +
Google Sheets (8)
Google Sheets (8) +
Mailchimp (8)
Mailchimp (8) +
Stripe (8)
Stripe (8) +
Typeform (8)
Typeform (8) D
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Create a Platform.ly contact from new Drift conversations and notify your sales team in Slack
New Drift conversations immediately create contacts in Platform.ly and alert your team in Slack, ensuring rapid sales response times.
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Search contacts in Platform.ly when a Drift message is created and post updates in Slack
Find existing Platform.ly contacts when Drift messages appear and broadcast details to Slack for team awareness.
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Add a tag in Platform.ly when a Drift user reaches a goal and alert your team in Slack
Tag high-value prospects in Platform.ly when they achieve Drift goals and notify your team instantly in Slack.
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Update Platform.ly contacts when an email is identified in Drift and notify your team in Slack
Keep Platform.ly contact records updated with verified Drift emails and broadcast the update to Slack.
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If a Drift conversation is pushed, update Platform.ly segments and alert your team in Slack
Route pushed Drift conversations into specific Platform.ly segments and notify your support channel in Slack.
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When a Platform.ly contact is created, add a timeline event in Drift and notify your team in Slack
Log new Platform.ly contacts as timeline events in Drift and keep your communication channels updated in Slack.
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Use Claude to summarise new Drift conversations, update Platform.ly, and post briefs in Slack
Generate AI conversation summaries with Claude, store them in Platform.ly, and post team briefs in Slack.
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Create Platform.ly contacts from Drift conversations, notify Slack, and log tasks in Asana
Send Drift leads to Platform.ly, alert your team in Slack, and create follow-up tasks in Asana.
Supported triggers and actions for Drift and Platform.ly
Mix and match to build the exact automation you need
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 → Platform.ly Triggers & Actions
Custom field is created in Platform.ly
Triggers the automation when a new custom field is created
Try it → What can you automate with Drift + Platform.ly?
Streamline your customer communication and marketing workflows with reliable, automated triggers and actions.
🔄
Sync new conversations into marketing contacts
Automatically create a contact in Platform.ly the moment a new conversation is started in Drift, eliminating manual data entry and ensuring immediate lead capture.
📋
Capture every submitted chat field
Map available Drift conversation details and custom answers straight into Platform.ly contact records, providing a complete profile for your marketing team.
🔔
Alert your team instantly on chat activity
Notify your sales or support channels the second a high-value prospect interacts with your Drift widget or reaches a conversion goal.
🔀
Route leads based on chat interactions
Apply different tags or segments in Platform.ly depending on whether a conversation was pushed or specific user goals were achieved.
🔄
Keep marketing records continuously updated
Update existing Platform.ly contact profiles whenever verified email addresses or new messages are identified during live Drift chats.
🔍
Search and update without creating duplicates
Search for existing contacts by email in Platform.ly before creating new records, maintaining a clean and accurate marketing database.
⏱️
Log timeline events for customer milestones
Record key interactions and goal completions as timeline events in Drift whenever contact activities occur in Platform.ly.
🔌
Extend your workflow to team messaging tools
Connect Drift and Platform.ly with Slack to announce new leads, share summaries, and keep your entire department aligned.
And much more...
Who is Drift + Platform.ly integration for?
Connect live customer interactions in Drift with marketing automation in Platform.ly to keep pipelines accurate and teams coordinated.
Marketing Analysts
Sales Development Reps
Agency Account Managers
Customer Support Leads
Conversion Rate Optimisation Specialists
CRM Administrators
📈
Marketing Analysts
You're running live chat campaigns but your reporting database only updates when someone manually exports chat logs, so the conversion metrics you're optimising against are always a few hours behind — with this integration, every new conversation lands in Platform.ly instantly and your data stays current.
⚡
Sales Development Reps
You need to act fast on incoming prospect questions, but leads sit in chat transcripts until someone notices them, meaning hot opportunities go cold before outreach begins — this integration means every chat lead creates a Platform.ly contact immediately so you can follow up without delay.
📊
Agency Account Managers
You answer to clients who want to see real-time lead generation progress from their chat widgets, but manually compiling chat stats takes hours every week — automating both apps means client contact records and engagement tags update automatically right before their eyes.
🌊
Customer Support Leads
The chat volume is too high for anyone to keep up by hand, and support inquiries get lost between chat and marketing tools — connecting these apps means every new conversation and goal is tracked systematically without manual oversight.
🔄
Conversion Rate Optimisation Specialists
You own the next step in the funnel and depend on chat agents to hand over lead details, but contact handovers are frequently missed or incomplete — with this integration, contact creation and field syncing happen smoothly the moment a conversation starts.
🗂️
CRM Administrators
You need a reliable history of customer interactions and keep finding gaps where chat identifiers failed to make it into your marketing platform — automating both apps means every email identifier and timeline event is recorded reliably.
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 Drift + Platform.ly
Build and manage your Drift + Platform.ly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Drift + Platform.ly 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 Drift + Platform.ly Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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😐
750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Drift to Platform.ly?
You can connect Drift to Platform.ly in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom multi-step automations linking Slack, Calendly, and 1,500+ other apps.
Can I automatically create Platform.ly contacts when a new conversation starts in Drift?
Can I connect Drift, Platform.ly, and Slack?
What is a good Zapier alternative for Drift and Platform.ly?
How are Drift conversation triggers handled in Platform.ly?
Can I update custom fields in Platform.ly from Drift activities?
Do I need coding skills to automate Drift and Platform.ly?
Is the Drift and Platform.ly 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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