Drift has powerful integrations that allow you to access the full power of a revenue acceleration platform. There are some core integrations that are important to set up to accurately measure Drift’s impact. Although everyone's tech stacks are different, there are some core integrations that are necessary to set-up.
To further help set up your Drift integrations, check out this Drift Insider video on how to Report on Conversation Marketing. Also, go deeper into your integration needs in our help center, find the specific integration help here.
Getting Started with Integrations:
Most companies with strong marketing efforts have both a Marketing and Sales Automation Systems. With multiple systems, the flow of data becomes an important factor in order to prevent duplicates and improper lead handling.
The ideal state is a cyclical flow, where:
- Drift is connected to both Marketo/HubSpot/Pardot/Eloqua and Salesforce
- Drift sends leads to Marketo/HubSpot/Pardot/Eloqua
- Marketo/HubSpot/Pardot/Eloqua sends to Salesforce
- Drift sends activities to Salesforce
- Drift reads lead, contact, and account ownership from Salesforce.
If you have both a MAP(like Marketo) and a CRM (like Salesforce) we recommend first sending leads from Drift to your MAP. From your MAP, you can sync leads to your CRM, this can help detect and prevent duplicates in your system. Once you have the new lead or contact created in your systems of record, you can start to send other helpful information from Drift into your MAP and CRM, like chat activities or meetings you book.
To learn more about integrating Drift with your CRM and Marketing Automation System, click here.
Setting Up Integrations:
Below are a series of guides to setting up specific integrations.
For the Salesforce integrations it’s important to note that the Salesforce user needs specific permissions which can be found here.
Connect Drift to Marketo
Ok, now that you've got your integrations set up, feel free to move into Step 5: Reporting.