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Drift Salesforce Integration

With Appy Pie Automate, you can save time by combining Drift Integration with Salesforce Integration in one workflow.

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Simplify Drift Salesforce Integration with seamless setup

Easily set up Drift Salesforce Integration without coding. Start automating your workflows and Integrate Drift with Salesforce today.

How Drift and Salesforce Integrations Work

Follow the steps below to start setting up your Drift integrations using Appy Pie Automate:

Trigger Details

  • Drift Integration
    Trigger application: Drift
  • Drift Integration
    Add Trigger Event:

Action Details

  • Salesforce Integration
    Trigger application: Salesforce
  • Salesforce Integration
    Add Action Event:
  1. Step 1: Select Trigger

    Choose Drift as the trigger app, select the desired event, authenticate your account, and successfully run a test.

  2. Step 2: Select Action

    After completing the trigger test, select Salesforce as the action app from the list to continue your workflow automation flow.

  3. Step 3: Authenticate

    Connect your Salesforce account & authenticate it. This ensures the integration works seamlessly.

  4. Step 4: Setup & Test

    Choose the data you want to send from Drift to Salesforce, run a final test, and your AI workflow automation is ready!

Drift and Salesforce Integration

Choose the app you want to Integrate with Drift and Salesforce

Popular Templates for Drift and Salesforce Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

  • Drift Integration
  • Salesforce Integration

Add new Drift chats to a Salesforce contact record

  1. When this happens:

    New Conversation

  2. Then do this:

    Update Record

Use template for free
  • Drift Integration
  • Salesforce Integration

Create Lead to Salesforce from New Message in Drift

  1. When this happens:

    New Message

  2. Then do this:

    Create Lead

Use template for free
  • Drift Integration
  • Salesforce Integration

Create Custom Object to Salesforce from New Message in Drift

  1. When this happens:

    New Message

  2. Then do this:

    Create Custom Object

Use template for free
  • Drift Integration
  • Salesforce Integration

Create Contact to Salesforce from New Message in Drift

  1. When this happens:

    New Message

  2. Then do this:

    Create Contact

Use template for free
  • Drift Integration
  • Salesforce Integration

Update Contact in Salesforce when New Message is created in Drift

  1. When this happens:

    New Message

  2. Then do this:

    Update Contact

Use template for free

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FAQs on Drift Salesforce Integrations

  • What Is Drift?

    Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.

  • What Is Salesforce?

    Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

  • How Drift and Salesforce Integrations Work?

    The integration between Drift and Salesforce 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:

    • Connection Establishment: The first step is establishing a secure connection between Drift and Salesforce. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
    • Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
    • Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
    • Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
    • Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
    • Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.

  • Is the Integration Between Drift and Salesforce secure?

    While assessing the security of integrating Drift with Salesforce, 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-Salesforce integration:

    • Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
    • Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
    • Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
    • Data Storage Security: This ensures that the databases or storage systems used by Drift and Salesforce integration have adequate security measures.
    • User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.

Page reviewed by Abhinav Girdhar  | Last Updated on November 16, 2025, 12:37 am

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