8/13/2023 0 Comments Drift chatbot integration![]() ![]() When you click install, you’ll see a box from Drift asking for access to your Outreach account. When you click on the “Learn More” button, you’re sharing the the details of Outreach’s side of the integration.Ĭlick Confirm Install to install the app. Instead of seeing the “Learn More” button, you’ll instead see a button that’s labeled “Manage App”. ![]() Note: If the integration has already been enabled, you can always come back to this page to manage the Drift app’s settings. Navigate to your Org settings, look for the Drift integration, and click “Learn More” to be directed to the Drift integration installation page. You need the same admin on both platforms (Drift & Outreach) to enable the integration, the integration only works for users with licenses to both platforms, and adding the Drift integration is an org-wide action rather than a personal one for just one rep’s account.Automatically Follow Up With Prospects You Chat With In Driftīelow, we’ll explain how to enable the integration, how #1 works, and best practices for using the integration.įor more information on #2, visit Drift’s support documentation to see how to enroll a Drift lead into an Outreach sequence.Drive Real-Time Conversations With Your Outreach Sequences.If that rep isn’t around, no problem – a bot can jump in and book a meeting for them. Simply copy the code block from the install webpage and paste.The purpose of this article is to provide information and direction to Outreach Users regarding the Drift integration with Outreach.ĭrive real-time conversations with your Outreach sequences! When a prospect clicks any link to your website in your Outreach sequence, they’ll be greeted with a personalized message from their sales rep. The best way to get Drift up and running on your site is to drop a quick JavaScript code block (or “snippet”) into the head tag of your website. ![]() Copy and paste the Drift Javascript snippet into the header of your website. Here’s the three easy steps Sara says you need to follow to create your own chatbot in under an hour: To learn just how simple it is to do this, I sat down with Sara Pion, resident Drift chatbot expert, and Conversational Marketing Specialist, to find out how to create a chatbot in under an hour. In fact, it typically takes less than an hour to implement.Īnd guess what? That’s not a basic chatbot, either - I’m talking about a personalized chatbot for your business - one that’s catered to your customers’ questions and a lead driver for your business. Yes, you heard me correctly: Creating a chatbot using Drift is way easier than you think. Instead of having to get help from engineering or worry about whether chat software will play nicely with your existing marketing tech stack, implementing chat is relatively simple. Instead of the static chat experience of decades past, chat conversations are live, dynamic, and have the potential to serve as a powerful lead generation tool that lives right on your website.īest of all? There’s minimal work involved with getting these tools live. Today, chatbots and conversational marketing platforms provide a totally different experience. And that created a very troubling experience for businesses and customers alike. If you chatted into a company via one of these old-school chat tools, you’d often get a generic message saying something along the lines of, “Thanks for your message - a support rep will be in touch soon.” Simply put, it was anything but live. In many ways, the idea of “live” chat was an illusion when it first launched. And since then, a lot has changed - both in terms of the broader marketing landscape, as well as in the technology itself.įor starters, in the early days, live chat support reps weren’t available 24/7. Live chat first entered the marketing scene almost twenty years ago. Even though times have changed, many marketers don’t realize how ridiculously easy - and beneficial - it is to have a chatbot on your website. ![]() Then there’s the fact that the word “chat” conjures up the live chat of yesteryear. There’s one phrase that can both inspire and terrify a marketer at the same time:īecause modern marketers understand that anytime you launch a new marketing channel, there are logistics to consider - and with chat, you’re essentially providing a whole new way for your prospects and customers to connect with you. ![]()
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