Process Street + Drift Integration

Q: Can I automatically start a Process Street workflow run when a new conversation starts in Drift?

Yes, you can automatically start a Process Street workflow run the moment a new conversation begins in Drift. Choose a ready automation template or use Integrately AI to configure custom steps.

Q: Can I connect Drift, Process Street, and Slack?

Yes, you can connect Drift, Process Street, and Slack together in a multi-step workflow. Trigger a workflow run from a chat conversation and post team alerts in Slack, along with Hubspot, Calendly, Gmail, Google Sheets, Asana, and 1,500+ other apps.

Q: What is a good Zapier alternative for Drift and Process Street?

Integrately is a top-rated alternative for connecting Drift and Process Street, offering 1-click ready automations, 24/5 live chat support, and 3x to 10x lower cost across 42,000+ active users.

Q: How does Drift handle contact updates and data syncing here?

Drift allows you to create contacts, update contact records, and create timeline events automatically when workflows run. There's a ready template — start from the Drift and Process Street integration.

Q: Can Process Street trigger actions based on task status changes?

Yes, Process Street can trigger updates when tasks are ready, checked, or completed. There's a ready template — start from the Drift and Process Street integration.

Q: Do I need coding skills to automate Drift and Process Street?

No coding skills are required to connect Drift and Process Street. You can use ready templates or describe your workflow to Integrately AI to set it up instantly.

Q: Is the Drift and Process Street integration free?

Yes, the Drift and Process Street integration is available on Integrately with a free forever plan. You can start with ready workflows or explore pricing options for advanced features.

Integrate Drift to Process Street in one click, or tell Integrately AI how you want each conversation handled. Start new workflows, update contacts, assign tasks, and track process execution automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Data Set record is deleted in Process Street Instant
Data Set record is updated in Process Street Instant
Data Set record is created in Process Street Instant
Task is ready in Process Street Instant
Workflow run is created in Process Street Instant
Workflow run is completed in Process Street Instant
Task is checked/unchecked in Process Street 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

List Run Workflow Approvals in Process Street
Assign User to Run Workflow in Process Street
Unassign User from Run Workflow in Process Street
List Run Workflow Assignees in Process Street
Search Run Workflows in Process Street
Update Run workflow in Process Street
List Tasks in Process Street
Assign Task to User in Process Street
Unassign Task from User in Process Street
List Task Assignees in Process Street
Approve or Reject Task in Process Street
Update Task in Process Street
List Comments in Process Street
Create Task Comment in Process Street
Update Comment in Process Street
Delete Comment in Process Street
Create Data Set Record in Process Street
Delete Data Set Record in Process Street
Run workflow in Process Street
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

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Ready Workflows for Process Street + Drift Integration

Start workflows, update contacts, assign tasks, keep data synced, and trigger team alerts, 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 + Process Street flow

Connect your chat interactions and repeatable workflows to the rest of your business stack. Pick a combination and activate it in one click.

Hubspot (8)

Calendly (8)

Slack (8)

Gmail (8)

Google Sheets (8)

Asana (8)

Create a HubSpot contact for every new conversation started in Drift, and trigger a Process Street workflow run.

New Drift conversations immediately create a HubSpot contact and kick off a Process Street workflow run, removing manual data entry.

Create a HubSpot task for every Drift conversation, and trigger a Process Street workflow run.

Every new Drift conversation creates a HubSpot task and launches a Process Street workflow run to keep your team aligned.

When a Process Street workflow run is completed, update the associated HubSpot contact and log it in Drift.

Completed Process Street workflows automatically update your HubSpot contact records and log the milestone in Drift.

Create a HubSpot deal when a Process Street workflow run is created, and update the contact in Drift.

New Process Street workflow runs generate corresponding HubSpot deals and update your contact records in Drift.

If a Drift conversation reaches a goal, update the HubSpot contact and trigger a Process Street workflow run.

Drift goal completions update your HubSpot contact records and start a Process Street workflow run automatically.

When a Process Street workflow run is updated, update the HubSpot contact and create a timeline event in Drift.

Process Street workflow updates sync directly to your HubSpot contacts and log timeline events in Drift.

Use Claude to summarise every new Drift conversation, save the summary in HubSpot, and trigger a Process Street workflow run.

Claude generates structured summaries of Drift chats, saves them in HubSpot, and kicks off a Process Street workflow run.

Create a HubSpot contact from a new Drift conversation, trigger a Process Street workflow run, and notify the team in Slack.

Drift conversations create HubSpot contacts, start Process Street workflows, and alert your team instantly on Slack.

Create a Calendly scheduling link invitation when a new Drift conversation starts and trigger a Process Street workflow run.

New Drift conversations initiate scheduling workflows and trigger operational checklists in Process Street automatically.

Create a Calendly event for every Drift user who reaches a goal, and trigger a Process Street workflow run.

Achieving a conversion goal in Drift triggers a Calendly booking flow and a Process Street workflow run.

When a Process Street workflow run is completed, update booking details in Calendly and log a timeline event in Drift.

Completed Process Street workflows update Calendly records and log milestone events back in Drift.

Create a Process Street workflow run when a Calendly event is booked from a Drift chat, and update the Drift contact.

Calendly bookings originating from Drift chats trigger Process Street workflows and update contact records.

If a Drift conversation email is identified, create a Calendly booking link and trigger a Process Street workflow run.

Identified email contacts in Drift receive Calendly scheduling options while starting a Process Street workflow.

When a Process Street task is ready, update Calendly scheduling records and create a timeline event in Drift.

Ready Process Street tasks update Calendly scheduling data and log timeline entries in Drift.

Use ChatGPT to summarise meeting notes from Calendly and Drift, save them in Process Street, and alert the team.

ChatGPT processes chat and scheduling notes, saves structured briefs in Process Street, and notifies team members.

Create a Calendly invite from a Drift chat, start a Process Street workflow run, and notify your team on Slack.

Drift conversations trigger Calendly invites, launch Process Street workflows, and post instant notifications to Slack.

Send a Slack notification for every new Drift conversation and trigger a Process Street workflow run.

New Drift conversations alert your team on Slack instantly while kicking off a Process Street workflow run.

Send a Slack alert when a Drift user reaches a goal, and create a Process Street workflow run.

Drift goal completions trigger immediate Slack channel alerts and start Process Street workflow runs.

When a Process Street workflow run is completed, announce the milestone in Slack and update the contact in Drift.

Completed Process Street workflows post celebration updates in Slack and update contact records in Drift.

Create a Process Street workflow run when a message is created in Drift, and notify your team on Slack.

New Drift messages trigger Process Street workflow runs and send instant updates to Slack.

If a Drift conversation email is identified, notify the sales channel on Slack and start a Process Street workflow run.

Identified visitor emails trigger Slack team alerts and initiate Process Street workflow runs.

When a Process Street task is checked, notify your operations channel on Slack and update Drift contacts.

Checked Process Street tasks post updates to Slack channels and update contact statuses in Drift.

Use Gemini to analyse Drift conversation sentiment, post the briefing in Slack, and run a Process Street workflow.

Gemini evaluates Drift chat sentiment, posts structured briefings in Slack, and starts Process Street workflows.

Start a Process Street workflow from a Drift chat, notify Slack, and create a follow-up task in Asana.

Drift chats trigger Process Street workflows, alert Slack channels, and create assigned tasks in Asana.

Send a welcome email via Gmail for every new Drift conversation and trigger a Process Street workflow run.

New Drift conversations automatically dispatch a welcome email in Gmail and start a Process Street workflow run.

Send an email notification via Gmail when a Drift user reaches a goal, and trigger a Process Street workflow run.

Drift goal achievements trigger automated confirmation emails in Gmail and start Process Street workflow runs.

When a Process Street workflow run is completed, send a notification email via Gmail and update Drift contacts.

Completed Process Street workflows dispatch notification emails via Gmail and update Drift contact records.

Create a Process Street workflow run when a Drift email is identified, and send a follow-up email via Gmail.

Identified Drift emails trigger Process Street workflow runs and send personalised follow-up messages via Gmail.

If a Drift conversation meets high-value criteria, send an internal alert via Gmail and run a Process Street workflow.

High-value Drift conversations dispatch alert emails via Gmail and initiate Process Street workflow runs.

When a Process Street task is ready, send a reminder email via Gmail and create a Drift timeline event.

Ready Process Street tasks trigger reminder emails in Gmail and log timeline entries in Drift.

Use Perplexity to research Drift lead companies, send an email brief via Gmail, and run a Process Street workflow.

Perplexity researches Drift lead companies, compiles email briefs in Gmail, and launches Process Street workflows.

Start a Process Street workflow from a Drift chat, send a welcome email via Gmail, and notify Slack.

Drift chats initiate Process Street workflows, send welcome emails via Gmail, and post team alerts in Slack.

Add every new Drift conversation to a Google Sheets row and trigger a Process Street workflow run.

New Drift conversations automatically append rows in Google Sheets and start Process Street workflow runs.

Log every Drift user who reaches a goal in Google Sheets and trigger a Process Street workflow run.

Drift goal achievements append rows in Google Sheets and initiate Process Street workflow runs instantly.

When a Process Street workflow run is completed, update the corresponding Google Sheets row and log it in Drift.

Completed Process Street workflows update Google Sheets rows and log timeline milestones in Drift.

Create a Process Street workflow run when a message is created in Drift, and log it in Google Sheets.

New Drift messages trigger Process Street workflow runs and log data into Google Sheets automatically.

If a Drift conversation email is identified, log it in Google Sheets and start a Process Street workflow run.

Identified visitor emails append rows in Google Sheets and trigger Process Street workflow runs.

When a Process Street data set record is updated, sync the changes to Google Sheets and log them in Drift.

Process Street data set updates sync automatically to Google Sheets and create timeline entries in Drift.

Use ChatGPT to categorise Drift chat topics, log them in Google Sheets, and run a Process Street workflow.

ChatGPT categorises incoming Drift chats, logs structured data in Google Sheets, and launches Process Street workflows.

Log Drift chats in Google Sheets, start a Process Street workflow run, and notify your team on Slack.

Drift conversations append Google Sheets rows, initiate Process Street workflows, and post alerts to Slack.

Create an Asana task for every new Drift conversation and trigger a Process Street workflow run.

New Drift conversations instantly create tracking tasks in Asana and start Process Street workflow runs.

Create an Asana task when a Drift user reaches a goal, and trigger a Process Street workflow run.

Drift goal achievements create Asana tasks and start Process Street workflow runs automatically.

When a Process Street workflow run is completed, update the associated Asana task and log it in Drift.

Completed Process Street workflows update Asana project tasks and log timeline entries in Drift.

Create a Process Street workflow run when a message is created in Drift, and create an Asana task.

New Drift messages trigger Process Street workflow runs and create corresponding project tasks in Asana.

If a Drift conversation email is identified, create an Asana task and start a Process Street workflow run.

Identified visitor emails create Asana tasks and initiate Process Street workflow runs instantly.

When a Process Street task is ready, update Asana tasks and log timeline events in Drift.

Ready Process Street tasks update Asana project items and record timeline entries in Drift.

Use Claude to extract project requirements from Drift chats, create Asana tasks, and run Process Street workflows.

Claude extracts project specifications from Drift chats, populates Asana tasks, and launches Process Street workflows.

Create Asana tasks from Drift chats, start Process Street workflows, and notify your team on Slack.

Drift conversations create Asana tasks, initiate Process Street workflows, and post team announcements on Slack.

Supported triggers and actions for Process Street and Drift

Mix and match to build the exact automation you need

Process Street Triggers & Actions

Instant

Data Set record is deleted in Process Street

Triggers the automation when a data set record is deleted

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Instant

Data Set record is updated in Process Street

Triggers the automation when a data set record is updated

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Instant

Data Set record is created in Process Street

Triggers the automation when a new record is created in a data set

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Instant

Task is ready in Process Street

Triggers the automation when a task is ready

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Instant

Workflow run is created in Process Street

Triggers the automation when a Workflow run is created

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Instant

Workflow run is completed in Process Street

Triggers the automation when a Workflow run is completed

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Instant

Task is checked/unchecked in Process Street

Triggers the automation when a task is checked or unchecked

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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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What can you automate with Drift + Process Street?

Connect chat conversations to structured workflows to streamline your business operations.

Get Started For Free

⚡

Trigger workflow runs from new conversations

Automatically kick off a Process Street workflow run the moment a new conversation is started in Drift. Eliminate manual data entry and start executing operational steps immediately.

📋

Capture every submitted chat field

Map available visitor answers from Drift into Process Street workflow fields instead of relying on basic contact details. Your operational runs receive complete context for execution.

🔔

Alert team members instantly

Notify your team the second a high-intent conversation begins in Drift and a corresponding workflow starts. Ensure rapid response times and eliminate communication delays.

🔀

Route workflows based on chat criteria

Trigger specific Process Street workflow runs depending on visitor goals reached or email identification in Drift. Direct different customer tiers to tailored operational paths.

🔄

Keep records updated as processes change

Sync status updates between Process Street workflow runs and Drift contact records automatically. Ensure customer timelines reflect active internal progress.

👤

Search and update contacts seamlessly

Search existing contact records by email in Drift before creating new entries during workflow execution. Prevent duplicate records and maintain clean customer databases.

⏱️

Handle workflow completion milestones

Trigger downstream updates in Drift or log timeline events when a Process Street workflow run is completed. Keep customer history fully synchronised with internal milestones.

💬

Extend your workflow to Slack

Connect Drift and Process Street with Slack to announce new workflow runs and chat interactions in your team channels. Keep all stakeholders aligned across tools.

And much more...

Who is Drift + Process Street integration for?

Drift and Process Street integration connects live chat interactions with repeatable operational workflows, empowering teams to eliminate manual handovers and accelerate project execution.

Performance marketers

Customer support leads

Client success managers

Sales development reps

Operations managers

Compliance officers

📈

Performance marketers

You're running chat campaigns to capture lead details but your operational tracking sheets only update when someone manually exports conversations, so your pipeline metrics are always hours behind — with this integration, every new conversation triggers a workflow run instantly and your process data stays current.

⚡

Customer support leads

You need to act fast on incoming visitor inquiries, but critical chat details get trapped in chat logs before anyone creates a checklist, leading to delayed follow-ups — automating both apps means every conversation instantly launches a Process Street workflow run so your support team responds without hesitation.

📋

Client success managers

You answer to key stakeholders who expect immediate onboarding checklists after initial chats, but manual handovers cause avoidable delays — connecting these apps means every new Drift conversation automatically initiates your standard client onboarding workflow run in Process Street.

🚀

Sales development reps

The volume of inbound chat leads is too high for anyone to keep up by hand, resulting in missed workflow steps and dropped prospects — with this integration, every customer interaction immediately creates structured tasks and triggers execution workflows without manual copy-pasting.

⚙️

Operations managers

You own the operational handoff and depend on chat agents to pass on complete lead details, but missing fields break your standard operating procedures — automating both apps means every conversation populates your Process Street workflow runs with accurate information every time.

🔍

Compliance officers

You need a reliable history of every inbound customer interaction and process execution, but manual record-keeping keeps leaving gaps in your audit trail — this integration means every chat event and workflow run is logged securely with zero manual omissions.

Try This Integration – No Code Needed

Did you know?

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

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Why choose Integrately to automate Process Street + Drift

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

1,500+ apps connected

Connect Process Street + 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.

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Frequently Asked Questions

How do I connect Drift to Process Street?

You can connect Drift to Process Street in 1 click using ready templates on Integrately, or ask Integrately AI to build the integration for you. It also connects smoothly with Hubspot, Calendly, Slack, Gmail, Google Sheets, Asana, and 1,500+ other apps.

Can I automatically start a Process Street workflow run when a new conversation starts in Drift?

Can I connect Drift, Process Street, and Slack?

What is a good Zapier alternative for Drift and Process Street?

How does Drift handle contact updates and data syncing here?

Can Process Street trigger actions based on task status changes?

Do I need coding skills to automate Drift and Process Street?

Is the Drift and Process Street 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?

You Can Also Connect Drift or Process Street With 1500+ Other Apps

Popular Drift Integrations

Connect Drift to CRM, email marketing, and helpdesk platforms to capture leads and streamline customer communication.

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Drift Integrations

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Popular Process Street Integrations

Sync Process Street with project management, document storage, and reporting tools to keep operational data working across your stack.

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Process Street Integrations

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Process Street + Drift Integration

Integrate Drift to Process Street in one click, or tell Integrately AI how you want each conversation handled. Start new workflows, update contacts, assign tasks, and track process execution automatically.

Trusted by experts at...

Ready Workflows for Process Street + Drift Integration

Start workflows, update contacts, assign tasks, keep data synced, and trigger team alerts, all in just one click.

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 + Process Street flow

Connect your chat interactions and repeatable workflows to the rest of your business stack. Pick a combination and activate it in one click.

Supported triggers and actions for Process Street and Drift

Mix and match to build the exact automation you need

What can you automate with Drift + Process Street?

Connect chat conversations to structured workflows to streamline your business operations.

Who is Drift + Process Street integration for?

Drift and Process Street integration connects live chat interactions with repeatable operational workflows, empowering teams to eliminate manual handovers and accelerate project execution.

Did you know?

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

Why choose Integrately to automate Process Street + Drift

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Drift or Process Street With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Process Street + Drift Integration

Integrate Drift to Process Street in one click, or tell Integrately AI how you want each conversation handled. Start new workflows, update contacts, assign tasks, and track process execution automatically.

Trusted by experts at...

Ready Workflows for Process Street + Drift Integration

Start workflows, update contacts, assign tasks, keep data synced, and trigger team alerts, all in just one click.

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 + Process Street flow

Connect your chat interactions and repeatable workflows to the rest of your business stack. Pick a combination and activate it in one click.

Supported triggers and actions for Process Street and Drift

Mix and match to build the exact automation you need

What can you automate with Drift + Process Street?

Connect chat conversations to structured workflows to streamline your business operations.

Who is Drift + Process Street integration for?

Drift and Process Street integration connects live chat interactions with repeatable operational workflows, empowering teams to eliminate manual handovers and accelerate project execution.

Did you know?

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

Why choose Integrately to automate Process Street + Drift

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Drift or Process Street With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

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

Automate Your Tedious Tasks
With A Single Click