You can track certain events in Drift and add them to your HubSpot's contact timeline! You can then create lists based on these events and be able to retarget your site visitors who have chatted with you using Drift.
In this help doc, we'll go over
- What events can be tracked?
- What if my Drift events are not showing in HubSpot?
What events can be tracked?
These events will be automatically added to your contacts, with no work needing to be done on your side. The three types of events you can track from Drift to HubSpot are:
- Anytime a conversation that you have with a contact is closed in Drift, that will be logged as an event in the contact timeline in HubSpot
- Anytime a meeting was booked in Drift by a HubSpot contact
- Marking a Lead as a CQL
Not seeing the events in the timeline?
First, make sure you have selected the Drift checkbox to filter for seeing the Drift events on the timeline!
Second, check your sync settings in your HubSpot App Settings within Drift. Currently, if you have selected the checkbox to prevent contact creation until conversation is Closed, then this may be why Drift hasn't sent events into your HubSpot.
Here are the details:
If you have the checkbox selected, Drift will save the last events that occur on the contact in the conversation and push those over when the conversation closes. Once the contact is created in HubSpot, all the above events will push over whenever conversation Close happens. However...
For example, if you Create Contact only on Conversation Closed rather than leaving that setting unchecked, have a conversation with a new contact who books a meeting, and then leave it open for 8 days before Closing it, then you will not see the Meeting Booked event for that contact on their timeline in HubSpot.