Solve CRM + Drift Integration

Integrate Drift to Solve CRM in one click, or tell Integrately AI how you want each lead handled. Capture customer details, create contacts in Solve CRM, log timeline events, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve 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
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve 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 + Solve CRM Integration

Capture leads, create contacts in Solve CRM, log conversation events, 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

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Drift + Solve CRM flow

Connect your Drift and Solve CRM data to messaging, email, and productivity tools to manage follow-ups across your entire stack. Pick a combination and activate it in one click.

Solve CRM
Drift
+
HubspotHubspot (4)
+
CalendlyCalendly (3)
+
SlackSlack (4)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
D
H
S
Create a HubSpot contact for every new conversation started in Drift, and add a contact in Solve CRM.
New Drift conversations immediately generate a HubSpot contact and a Solve CRM record without manual data entry.
D
H
S
Update a HubSpot contact when an email is identified in Drift, and update the contact in Solve CRM.
Identified visitor emails in Drift automatically update your HubSpot records and sync with Solve CRM.
D
H
S
Create a HubSpot deal when a user reaches a goal in Drift, and create a company in Solve CRM.
Achieved user goals in Drift trigger new HubSpot deals and create company records in Solve CRM.
D
H
S
Create a HubSpot task when a message is created in Drift, and add a contact in Solve CRM.
New Drift messages automatically generate follow-up tasks in HubSpot and contacts in Solve CRM.

Supported triggers and actions for Solve CRM and Drift

Mix and match to build the exact automation you need

Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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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
Try it →
Update Contact in Drift
Updates contact information with new details
Try it →
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
Try it →
Create Timeline Event in Drift
Creates a new timeline event
Try it →
Create Conversation in Drift
Start a new conversation with speicified recipients
Try it →

What can you automate with Drift + Solve CRM?

Streamline your customer conversations and service operations by connecting Drift directly to Solve CRM.

What you can automate?
💬
Create Solve CRM contacts from Drift chats
Automatically generate new contact records in Solve CRM the moment a conversation is started in Drift, eliminating manual data entry.
📧
Sync identified emails across your systems
Capture visitor emails identified during Drift chats and update corresponding contact records in Solve CRM instantly.
🎯
Convert user goals into CRM records
Trigger automated contact and company creations in Solve CRM whenever a visitor reaches a defined goal in Drift.
🔍
Search contacts by email before creating entries
Look up existing contact records by email in Drift before creating new entries in Solve CRM to prevent duplicates.
⏱️
Log timeline events for customer chats
Record conversation milestones and timeline events directly in Drift whenever company records are updated in Solve CRM.
🔄
Update existing contacts with latest data
Keep contact information synchronized across platforms by updating Solve CRM records whenever new details are shared in Drift.
🏢
Generate company profiles from interactions
Automatically establish corporate company entries in Solve CRM when high-intent visitors engage in Drift conversations.
🔔
Extend chat workflows to team messaging
Connect your Drift and Solve CRM pipeline to Slack channels for instant team alerts on every new prospect interaction.
And much more...

Who is Drift + Solve CRM integration for?

Service and sales teams using Drift to capture chats and Solve CRM to manage customer support need seamless data flows to prevent missed leads.

Customer support managers
Customer support managers
Sales representatives
Sales representatives
Account managers
Account managers
Support agents
Support agents
Operations leads
Operations leads
Quality assurance teams
Quality assurance teams
📈
Customer support managers
You report on support ticket volumes and chat conversions, but your dashboards only update when someone manually exports records, so the metrics you review are always outdated — with this integration, every new Drift conversation updates your Solve CRM records instantly and your reports stay current.
Sales representatives
You need to act fast on inbound prospect chats, and you find out too late because leads sit unlogged, so potential buyers drift away — with this integration, every new conversation creates a Solve CRM contact immediately so you can follow up right away.
🤝
Account managers
You answer to clients who want to see quick responses to their support requests, but communication gaps leave them wondering about progress — with this integration, every customer message logged in Drift creates a Solve CRM entry instantly to keep your client relationships transparent.
🔄
Support agents
The volume of incoming chats is too high for anyone to keep up by hand, leading to missed client queries and lost customer history — with this integration, every Drift interaction populates Solve CRM automatically so no client slips through the cracks.
📋
Operations leads
You own the downstream onboarding process and depend on customer service to hand over qualified leads, but manual handoffs cause frustrating delays — with this integration, every identified contact in Drift creates a Solve CRM company instantly so onboarding starts without delay.
🗂️
Quality assurance teams
You need a reliable history of customer interactions and keep finding gaps in your contact records because reps forget to log chats — with this integration, every Drift conversation populates Solve CRM and logs timeline events automatically.
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 Solve CRM + Drift

Build and manage your Solve 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 Solve 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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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 Solve CRM?
Frequently Asked Questions
You can connect Drift to Solve CRM in 1 click using ready automation templates or ask Integrately AI to build the integration for you. It also integrates seamlessly with Hubspot, Calendly, Slack, Gmail, Google Sheets, and Stripe.
Can I automatically create Solve CRM contacts from Drift conversations?
Frequently Asked Questions
Can I connect Drift, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Drift and Solve CRM?
Frequently Asked Questions
How does Drift handle incoming chat data during automation?
Frequently Asked Questions
How does Solve CRM manage contact creation when chats arrive?
Frequently Asked Questions
Can I automate workflows between Drift and Solve CRM without coding?
Frequently Asked Questions
Is the Drift and Solve CRM integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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