Drift automations — Sales & Leads

Ready-made scenarios where Drift works for you (sales & leads): pick one — a copy appears in your account and runs on its own.

83 scenarios

Landing page leads become CRM subscribers
Push Salesforce leads into Drift audiences
Website submissions become CRM contacts
Form submissions become CRM records
WooCommerce buyers update contacts in Drift
JotForm submissions — contacts in Drift
New HubSpot contacts show up in Drift
Facebook Lead Ads leads — contacts in Drift
Funnel submissions become contacts in Drift
HubSpot customers land in your address book
New Google Sheets rows — contacts in Drift
Shop customers land in your CRM
Payments become CRM contacts
Website form submissions become contacts in Drift
Website form entries — contacts in Drift
Booked in Calendly — saved into Drift
JotForm submissions land in Drift
Eventbrite attendees become contacts in Drift
Customers from Shopify become contacts in Drift
Form responses become contacts in Drift
Newsletter subscribers land in Drift
A new CRM contact in one step
People who book via Calendly land in Drift
Book a meeting, land in the contact base
New newsletter subscribers land in your Drift
Form responses become cards in Drift
Buyers from Stripe land in Drift
Contacts logged into a spreadsheet
Drift entries — records in база знаний
New Drift contacts — into Amo Crm audiences
Leads from Google Ads land in Drift as contacts
Drift entries — into Amo Crm
New Drift land in One C by themselves
Contacts from Drift into your mailing base
Contacts synced into accounting
Contacts from Drift into Amo Crm audiences
Payments from платежи create contacts in Drift
Address-book contacts become leads in your HubSpot
Contacts flow straight into your mailing list
Copy Drift entries into Amo Crm
New Drift entries become Mailchimp subscribers
Website leads greeted — email, CRM, team alert
New Mailchimp subscribers — straight into Drift
Auto-call new Drift leads
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Verify mailing-address deliverability for new contacts
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
New subscribers scored and enriched — straight into your CRM
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Contacts tagged by role and seniority — automatically
Open-house visitors into your CRM and into an email, right after the visit
Store lead emails turned into CRM contacts and deals automatically
Leads from a post's likes and comments — straight to your CRM
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Scoring and routing leads from form submissions
A lead replies — the CRM card updates and a task lands on a rep
Business card into your address book with one photo
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Cold outreach with auto follow-ups and CRM tracking
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Turn a list of emails into full CRM contacts
Website leads — enrichment, scoring and routing to CRM
Daily CRM and support digest delivered straight to your team chat
Step-by-step customer onboarding — the whole first week on autopilot
A customer's total payments on their CRM contact — automatically
A fully-enriched CRM contact — from a name and email
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Warm B2B leads with a personal video for each
Personal emails to new contacts — built from their own socials
Open-house lead follow-up — a week-long touchpoint sequence on autopilot
An AI assistant over your CRM in any messenger