Drift

2.0

Drift is a conversational marketing platform that combines chat, email, video, and automation to remove the friction from business buying.

Overview

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Drift is a revenue acceleration platform that uses conversational marketing and conversational sales to help companies grow revenue and increase customer lifetime value, faster. Drift allows businesses to align sales and marketing on a single platform to deliver a unified customer experience where people are free to have a conversation with a business at any time, on their terms.

Authentication

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Within the workflow builder, highlight the Drift connector.

In the Drift connector properties panel to the right of the builder, click on the Authenticate tab and the 'Add new authentication' button.

This will result in a Tray.io authentication pop-up modal. The first page will ask you to name your authentication and select the type of authentication you wish to create ('Personal' or 'Organisational').

The next page doesn't ask you for extra permissions to set the Drift service. So click the 'Create authentication' button.

Upon clicking 'Create authentication', you will be prompted to sign in to your Drift account.

After you have logged in with your Drift account, you will be asked to confirm the access you are granting to Tray.io. Once you have reviewed the permissions, click 'Authorize App'.

Go back to your settings authentication field (within the workflow builder properties panel), and select the recently added authentication from the dropdown options now available.

Your connector authentication setup should now be complete.

Available Operations

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The examples below show one or two of the available connector operations in use.

Please see the Full Operations Reference at the end of this page for details on all available operations for this connector.

Using the Raw HTTP Request ('Universal Operation')

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As of version 2.0, you can effectively create your own operations.

This is a very powerful feature which you can put to use when there is an endpoint in Drift which is not used by any of our operations.

To use this you will first of all need to research the endpoint in the Drift API documentation v1.6, to find the exact format that Drift will be expecting the endpoint to be passed in.

Note that you will only need to add the suffix to the endpoint, as the base URL will be automatically set (the base URL is picked up from the value you entered when you created your authentication).

The base URL for Drift is: https://driftapi.com

For example, say that the 'List Conversations' operation did not exist in our Drift connector, and you wanted to use this endpoint. You would use the Drift API docs to find the relevant endpoint - which in this case is a GET request called: /conversations/list.

More details about this endpoint can be found here.

As you can see there is also the option to include a query parameter, should you wish to do so. So if you know what your method, endpoint and details of your query parameters are, you can list all the conversations from your account with the following settings:

Method: GET

Endpoint: /conversations/list

Query Parameter:

• Key: statusId Value: 1

• Key: limit Value: 5

• Key: next Value: 0

Body Type : none : { "none" : null }

Final outcome being: https://driftapi.com/conversations/list?statusId=1&limit=5&next=0

Example Usage

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Below is an example of a way in which you could potentially use the Drift connector, to retrieve the details of a contact.

The steps will be as follows:

1. Setup using a manual trigger and list all the contacts with the same email

2. Loop through the received list of contacts.

3. Retrieve the details of each contact.

Your completed workflow should look similar to this:

1 - Setup Trigger & List Contacts

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Select the manual trigger from the trigger options available. From the connectors panel on the left, add a Drift connector to your workflow. Set the operation to 'List contacts'.

Feel free to re-name your steps as you go along to make things clearer for yourself and other users. The operation names themselves often suffice.

Upon completion, you will have set up the manual trigger and fetched a list of all the contacts with the same email.

2 - Loop collection

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Next, search for the Loop collection connector within your connector panel, and drag it into your workflow as your next step. Set your operations to 'Loop Collection'.

The Loop Collection connector allows you to iterate through a list of results. In this example, we will use it to iterate through the data found within the previous 'List contacts' connector step.

In order to specify the list you want to loop through, start by using the list mapping icon (found next to the list input field, within the properties panel) to generate the connector-snake.

While hovering over the 'List contacts' step (with the tail end of the connector-snake), select data from the list of output properties displayed. This will auto-populate a jsonpath within your list input field, and update the type selector to jsonpath.

For more clarification on the pathways you have available, open the Debug panel to view your step's Input and Output.

Now, you will be able to loop through the list of the contacts you have fetched in the first step.

3 - Get contact details

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The last step is to drag a Drift connector inside of the Loop Collection step itself. Set the operation to 'Get contact'. As you can see, the 'Contact ID' field is required.

Click on 'Debug' at the top of the page and you can see your workflow execution. You will see the connector looping through the list of contacts with the same email as provided by step 1.

If you click on each execution of 'Get Contact', you will be able to see the results of each loop.