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Get Started FreeTriggers each time when a new message in a conversation is received.
Triggers when a new lead is created.
Triggers when a new user is created.
Create or update a contact.
Updates an existing contact.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Triggers each time when a new message in a conversation is received.
Triggers when a new lead is created.
Triggers when a new user is created.
Create or update a contact.
Updates an existing contact.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Choose Drift as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Customerly as the action app from the list.
Connect your Customerly account & authenticate it.
Select the data you want to send from Drift to Customerly & your AI Agent is ready!
New Message
Create or Update Lead
New Message
Create or Update User
New Message
Add User Tag
Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
The integration between Drift and Customerly is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Drift with Customerly , one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Drift-Customerly integration:
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