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Insightly CRM & Drift Integration

Integrations > Drift

Using Drift, businesses can personalize experiences that lead to more quality pipeline, revenue and lifelong customers. Drift brings Conversational Marketing, Conversational Sales and Conversational Service into a single platform that integrates chat, email and video and powers personalized experiences with artificial intelligence (AI) at all stages of the customer journey.

Why integrate Insightly and Drift with AppConnect?

Drift connects prospects to your teams in real time through conversation, and you can use all the information captured through playbooks and conversations to create leads, book more meetings and close more deals.

Use Cases: Integrating Insightly and Drift with AppConnect

  • Create a lead record in Insightly from a Drift lead New leads created in Drift can create a lead record in Insightly. Set Lead Owner based on which rep scheduled booked the meeting, last ended the conversation, or first participated in the discussion. Automatically add Drift sourced or influenced leads from a specific playbook to a specific outreach campaign.
  • Convert Drift conversations to Insightly tasks When a lead or contact has a conversation with you in Drift, you can add a task to their Insightly record. Drift can append the full chat transcript to the lead/contact when the conversation is closed. Set Activity Owner based on which teammate booked the meeting, last ended the conversation, or first participated.
  • Send meetings booked in Drift to Insightly When a lead or contact books a meeting with you in Drift, you can add an Event to the Insightly record and include specific details on who booked the meeting. You can also set the event type based on event fields you customize in Insightly.

Connect to 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.

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