Really Simple Systems CRM + Drift Integration

Integrate Drift to Really Simple Systems CRM in one click, or tell Integrately AI how you want each lead handled. Capture new inquiries, update your CRM records, alert your sales team, and trigger automated follow-ups instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Really Simple Systems CRM
    Opportunity is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Contact is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Account is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Task is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Activity is created in Really Simple Systems CRM
  • 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.
  • Really Simple Systems CRM
    Create Opportunity in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create task in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create contact in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search contact by email in Really Simple Systems CRM
  • Really Simple Systems CRM
    Update dropdown list in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create activity in Really Simple Systems CRM
  • 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 Workflows Ready Workflows for Drift + Really Simple Systems CRM Integration

Capture incoming chats, create CRM contacts, log customer activities, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

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Connect more apps to your Drift + Really Simple Systems CRM flow

Extend your chat and CRM setup with email marketing, scheduling, spreadsheets, and team alerts. Pick a combination and activate it in one click.

Really Simple Systems CRM
Drift
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
GmailGmail (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
D
M
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Add every new Drift conversation contact to your Mailchimp audience, and create a contact in Really Simple Systems CRM
New Drift contacts land in Mailchimp and Really Simple Systems CRM simultaneously, eliminating manual list building and delayed data entry.
R
M
D
When a Really Simple Systems CRM opportunity is created, update your Mailchimp subscriber tags and log the event in Drift
Keep your email marketing tags updated based on CRM sales progress while updating your Drift chat records.
D
M
R
Use Claude to summarise new Drift chat inquiries, add them to Mailchimp, and create a Really Simple Systems CRM contact
AI analyses your chat inquiries before sorting them into Mailchimp and Really Simple Systems CRM.
R
M
D
When a Really Simple Systems CRM account is created, send a welcome campaign in Mailchimp and update the contact in Drift
Trigger automated welcome emails and update chat contact records whenever a new account enters your CRM.

Supported triggers and actions for Really Simple Systems CRM and Drift

Mix and match to build the exact automation you need

Really Simple Systems CRM
Really Simple Systems CRM Triggers & Actions
Opportunity is created in Really Simple Systems CRM
Triggers the automation when any opportunity is updated
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Contact is created in Really Simple Systems CRM
Triggers the automation when a new contact is created
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Account is created in Really Simple Systems CRM
Triggers the automation when a new account is created
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Task is created in Really Simple Systems CRM
Triggers the automation when a new task is created
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Activity is created in Really Simple Systems CRM
Triggers the automation when a new activity is created
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Create Opportunity in Really Simple Systems CRM
Creates a new instance of the support system
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Create task in Really Simple Systems CRM
Creates a new task
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Create contact in Really Simple Systems CRM
Adds a new contact to the database
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Search contact by email in Really Simple Systems CRM
Finds and retrieves contact information using their email address
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Update dropdown list in Really Simple Systems CRM
Updates a dropdown list
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Create account in Really Simple Systems CRM
Generates a new account
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Search account in Really Simple Systems CRM
Searches for account information
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Create activity in Really Simple Systems CRM
Generates a new activity or task
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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
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What can you automate with Drift + Really Simple Systems CRM?

Streamline your customer communications and sales pipeline with robust, automated workflows.

What you can automate?
🔄
Sync Drift chats to Really Simple Systems CRM contacts
Automatically create a contact in Really Simple Systems CRM whenever a new conversation starts in Drift, eliminating manual data entry.
📋
Capture every submitted conversation field
Map all available visitor responses from Drift chats into your Really Simple Systems CRM records for complete lead profiles.
🔔
Alert your team instantly on new chats
Send immediate notifications to your team whenever high-intent prospects initiate a conversation in Drift.
🔀
Route records based on submitted criteria
Direct chat inquiries to different sales stages or team members depending on the specific information provided during the conversation.
🔄
Keep your CRM records continuously updated
Automatically update contact information and timeline events in Drift whenever opportunities change stage in Really Simple Systems CRM.
🔍
Prevent duplicate entries with smart searches
Search existing contacts by email before creating new records to keep your Really Simple Systems CRM database clean.
Manage follow-ups upon task creation
Trigger automated follow-up actions and reminders whenever a new task or activity is created in Really Simple Systems CRM.
🔌
Extend your workflow to external apps
Connect your Drift and Really Simple Systems CRM flow to Slack, Google Sheets, or Gmail for comprehensive business automation.
And much more...

Who is Drift + Really Simple Systems CRM integration for?

Sales teams, marketers, and support managers rely on connected chat and CRM workflows to eliminate manual data entry and accelerate lead follow-ups.

Sales operations managers
Sales operations managers
Inside sales reps
Inside sales reps
Client success leads
Client success leads
Support supervisors
Support supervisors
Account executives
Account executives
Database administrators
Database administrators
📈
Sales operations managers
You manage pipeline metrics across channels, but manual chat logging leaves gaps in your weekly forecasts — this integration means every Drift conversation syncs straight into Really Simple Systems CRM instantly and your conversion reports stay accurate.
Inside sales reps
You need to reach out while prospects are still browsing, but delayed chat notifications mean leads go cold before you find them — automating both apps means instant CRM contact creation and team alerts so you can engage buyers immediately.
🤝
Client success leads
You report on customer engagement to stakeholders, but scattered chat transcripts make tracking client history tedious — with this integration, every interaction is logged cleanly in your CRM for complete accountability.
💬
Support supervisors
Your chat volume is too high for manual record-keeping, leading to missing contact entries and untracked inquiries — automating both apps means every inquiry generates a structured CRM profile without manual intervention.
🔄
Account executives
You rely on upstream lead handoffs from website chats, but manual copy-pasting creates frustrating delays in your pipeline — connecting these apps means seamless contact creation the moment a chat starts.
🗂️
Database administrators
You need reliable history for compliance and tracking, but manual entry errors leave missing fields across records — automating both apps means standardized contact creation and airtight historical data.
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 Really Simple Systems CRM + Drift

Build and manage your Really Simple Systems CRM + 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 Really Simple Systems CRM + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99
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😍
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in $19.99

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Frequently Asked Questions

How do I connect Drift to Really Simple Systems CRM?
Frequently Asked Questions
You can connect Drift to Really Simple Systems CRM in 1 click using ready templates on Integrately, or use Integrately AI to configure custom data flows with Mailchimp, Slack, and Google Sheets.
Can I automatically create CRM contacts from Drift chats?
Frequently Asked Questions
Can I connect Drift, Really Simple Systems CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Drift and Really Simple Systems CRM?
Frequently Asked Questions
How does Drift handle chat data in this integration?
Frequently Asked Questions
How does Really Simple Systems CRM update my records?
Frequently Asked Questions
Do I need coding skills to automate Drift and Really Simple Systems CRM?
Frequently Asked Questions
Is the Drift and Really Simple Systems CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Drift or Really Simple Systems CRM With 1500+ Other Apps

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