Drift + Salesforce Integration

Integrate Drift to Salesforce in one click, or tell Integrately AI how you want each lead handled. Capture contact details, create new records, update opportunities, and alert your team automatically.

Free foreverFree forever.
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
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows for Drift + Salesforce Integration

Capture new conversations, update contact records, log sales opportunities, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Drift + Salesforce flow

Extend your customer communication and CRM workflow by connecting team chat, calendar booking, and email marketing tools. Pick a combination and activate it in one click.

Drift
Salesforce
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HubspotHubspot (4)
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CalendlyCalendly (3)
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SlackSlack (3)
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GmailGmail (3)
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MailchimpMailchimp (3)
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TypeformTypeform (3)
D
H
S
Create a HubSpot contact for every new Drift conversation, and log a record in Salesforce
New Drift conversations instantly create contacts in HubSpot and records in Salesforce, ensuring your CRM and marketing tools stay fully aligned.
S
H
D
When a Salesforce lead is created, update the contact in HubSpot and add a timeline event in Drift
Salesforce leads automatically update HubSpot contact profiles and log timeline events back in Drift for complete conversation history.
H
D
S
Search contacts by email in Drift when a HubSpot contact is created, and update the record in Salesforce
Verify incoming HubSpot contacts against Drift records and update Salesforce automatically to maintain clean database records.
D
H
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Use Claude to qualify new Drift conversations, create a HubSpot contact, and log an opportunity in Salesforce
Evaluate Drift conversations using Claude, then automatically generate a HubSpot contact and Salesforce opportunity for qualified buyers.

Supported triggers and actions for Drift and Salesforce

Mix and match to build the exact automation you need

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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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Drift + Salesforce?

Streamline your customer acquisition and CRM workflows by connecting every chat interaction directly to your sales records.

What you can automate?
🔄
Sync Drift chats to Salesforce leads automatically
Turn every new Drift conversation into a verified Salesforce lead the moment it begins. Eliminate manual data entry and speed up your sales response time.
📋
Capture every submitted chat field and detail
Map all custom chat inputs, email addresses, and goal metrics into your Salesforce contact records instead of just basic names. Keep your CRM database comprehensive.
🔔
Alert your sales team the second a lead arrives
Trigger instant notifications in Slack or email whenever a high-value prospect starts a Drift conversation and logs a Salesforce lead. Never miss an urgent buyer.
🔀
Route leads based on submitted criteria
Assign enterprise prospects to senior sales representatives in Salesforce while routing standard inquiries to general queues, all triggered by Drift chat inputs.
🔄
Keep Salesforce records updated as chats progress
Automatically update existing Salesforce contacts and opportunities whenever a customer reaches a new goal or updates their information in Drift.
🔍
Prevent duplicate records with smart matching
Search existing Salesforce contacts by email before creating new records, ensuring your database remains clean and free of duplicate entries.
⚙️
Manage deal stages and opportunity updates
Trigger status changes, update task lists, and log timeline events across both platforms as leads move through your sales pipeline.
🔌
Extend your workflow with popular team apps
Connect Calendly, Slack, Gmail, or HubSpot to your Drift and Salesforce pipeline to manage follow-up meetings and team notifications effortlessly.
And much more...

Who is Drift + Salesforce integration for?

Connecting Drift and Salesforce helps sales teams, marketers, and support reps eliminate manual data entry and keep pipeline tracking accurate across platforms.

Sales operations managers
Sales operations managers
Inbound sales representatives
Inbound sales representatives
Account executives
Account executives
Demand generation marketers
Demand generation marketers
Customer support leads
Customer support leads
Revenue data analysts
Revenue data analysts
📈
Sales operations managers
You need accurate pipeline reports for executive reviews, but chat leads remain trapped in Drift without updating your CRM records, so your conversion dashboards are always out of date — automating both apps means every conversation instantly populates your Salesforce pipeline with verified data.
Inbound sales representatives
You need to engage high-intent prospects while they are browsing your site, but manual record creation causes hours of delay before you can make contact — with this integration, every new chat visitor generates a Salesforce lead instantly so you can follow up while interest is high.
🤝
Account executives
You answer to sales directors who expect up-to-the-minute status updates on every active deal, but context gets lost between live chat logs and CRM fields — connecting these apps means all customer interactions are logged directly to the right Salesforce opportunity.
📊
Demand generation marketers
You run campaigns driving heavy chat traffic, but tracking lead attribution across platforms requires tedious manual exports that miss key visitor actions — with this integration, every goal completion in Drift flows straight into Salesforce contacts without manual gaps.
🔧
Customer support leads
You own ticket escalation and depend on chat agents to hand over complete customer histories, but crucial details get dropped during manual copying — automating both apps means support cases and chat logs sync into Salesforce records on the first touch.
📝
Revenue data analysts
You rely on complete historical data to forecast quarterly revenue, but fragmented records between chat and CRM tools leave blind spots in your database — this integration means every contact update and timeline event is recorded reliably without missing entries.
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 Drift + Salesforce

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

1,500+ apps connected
1,500+ apps connected
Connect Drift + Salesforce 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Drift to Salesforce?
Frequently Asked Questions
You can connect Drift to Salesforce in 1-click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Drift, Salesforce, Slack, Gmail, and 1,500+ other apps.
Can I automatically create Salesforce leads from new Drift conversations?
Frequently Asked Questions
Can I connect Drift, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Drift and Salesforce?
Frequently Asked Questions
How are Drift contacts synced to Salesforce records?
Frequently Asked Questions
Can Salesforce opportunity updates trigger actions in Drift?
Frequently Asked Questions
Do I need coding skills to integrate Drift and Salesforce?
Frequently Asked Questions
Is the Drift and Salesforce integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Drift or Salesforce With 1500+ Other Apps

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