![]() You can also click the green icon in your Drift settings to connect Outreach. Do so by clicking the green button “Connect Outreach to Drift.” To enable #2, you need to connect Outreach to Drift. You’ve now connected the integration for #1. When a prospect lands on the webpage they will see the Outbound Playbook, as long as it is turned on. We recommend setting up a new trigger immediately to designate what should happen when one of the events stated in #2 occurs.įinally, you need to turn on your Outbound Playbook in Drift. To ensure that prospect’s next step is contextual, you can trigger custom actions within Outreach so they don’t continue in their current sequence unless desired. After a prospect engages with you on your Drift chat, they will by default remain in the sequence that drove them there.A URL of the full transcript of the chat can be found on the “New Conversation” event. If there is too much Drift activity clogging up your activity feed, we’d suggest unchecking “Inbound Messages” and “Outbound Messages” so each individual message doesn’t post to Outreach. Each Drift chat message - from the prospect or from the rep - will then be posted as a line in your activity feed. But if they send a message, a “New Conversation” will post in that prospect’s activity feed in Outreach. When a prospect is directed to Drift from your Outreach sequence link, if they don’t engage with the chatbot, nothing happens to your sequence.If you choose to only have certain links on your website connect between Outreach and Drift, you can designate them in the blank box. If Drift can find a match of the user (Sally Rep who sends the e-mail also has a Drift account she uses to chat with prospects), the Drift chatbot on your website will greet the prospect with Sally’s picture and greeting. By default, all links within your sequences will now send certain information to Drift.You’ve successfully connected your Drift account to Outreach! There are three pieces to the next step: Click “Authorize App” to give Outreach permission to send this info to Drift, and to receive the information from the conversation driven from your Outreach sequence. To ensure the same rep who sent the Outreach sequence is also the rep on the Drift chat, Drift needs to know who the Outreach user is so it can personalize the chat message for the prospect. With this information, Drift can recognize Outreach prospects when they’re directed to Drift from an Outreach sequence link. For the integration to work, Outreach needs to send some of the prospect and sender data. 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. 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. ![]()
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