Drift

Add a new visitor or lead to your Drift contacts database with email, name, and any custom attributes.

Retrieve all custom attribute values stored against a Drift contact, including plan tier, company size, or any enriched field your team has defined.

Permanently remove a contact from Drift, used for GDPR erasure requests or deduplication of test records.

Fetch the full profile of a single Drift contact by email or ID, including all custom attributes and conversation history metadata.

Modify an existing Drift contact's standard fields or custom attributes to reflect the latest enrichment, qualification status, or lifecycle stage.

Retrieve a filtered list of Drift contacts matching specified criteria such as custom attribute values, email domain, or creation date range.

Fetch the full message thread of a Drift conversation, including bot turns, visitor messages, and agent replies with timestamps.

Post a message into an existing Drift conversation on behalf of the agent or a team member, enabling programmatic outreach within an active chat thread.

Retrieve conversations from your Drift inbox filtered by status, assignee, or date, giving the agent a real-time view of pipeline activity in the chat channel.

Route a Drift conversation to a specific team member or team based on rules the agent derives from contact attributes, availability, or topic classification.

Mark a Drift conversation as closed to keep the inbox clean and trigger any post-conversation workflows such as CSAT surveys or CRM updates.

Apply one or more tags to a Drift contact to segment them for targeted playbooks, reporting, or downstream workflow branching.

Retrieve all active Drift playbooks with their names, targeting rules, and status, giving the agent visibility into what's live before triggering or modifying one.

Fetch ABM account-level data from Drift including firmographics, engagement scores, and visitor activity tied to a specific company domain.

Retrieve meetings booked through Drift's meeting scheduler, including attendee, time, and the conversation thread that generated the booking.

Fires when a visitor opens a new Drift conversation, either by clicking a chat button or being targeted by a playbook.

Fires when a visitor completes a meeting booking through Drift's scheduler inside a conversation, capturing the attendee and slot.

Fires when a Drift contact meets your defined conversion criteria, such as submitting a form, booking a meeting, or being qualified by the bot.

Fires when a Drift bot hands off a conversation to a live sales or support rep, signalling that the visitor needs human attention.

Fires when Drift's ABM engine identifies that a visitor's company matches a named account on your target list, enabling immediate high-touch engagement.

Fires when Drift's AI bot resolves a visitor's question without escalating to a human rep, tracking self-service resolution in the support or sales channel.

Fires when a tag is applied to a Drift conversation, allowing downstream workflows to branch on topic, sentiment, or lifecycle classification.