New messages in drift — Records in In Sales

The scenario catches new messages in drift and creates records in In Sales. Runs on its own, no manual copying.

  • Every message from drift is a row in In Sales, nothing forgotten.
  • Text, author and time are captured automatically.
  • Data for reports piles up with no manual transfer.
Drift

How it works

To create Drift records from In Sales without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Drift
  3. Then: Microsoft Excel

You can launch this In Sales + Drift integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.