Connect Drift and Tess to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Drift
Choose an Action
Automatically do this!
Search Agents Details
Execute Agent
Enable Integrations or automations with these events of Drift and Tess
Enable Integrations or automations with these events of Drift and Tess
Actions
Update Known Contact
Updates an existing contact.
Create or Update Contact From External
Creates or updates a contact.
Find User by End User Id
Lookup User information by their end user id.
Find User by Anonymous Id
Lookup data for an existing user by their anonymous id.
Search Agents Details
Searches for agents and returns a list of matching agents with their key details.
Execute Agent
Runs the Tess assistant and returns the content it creates.
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Frequently Asked Questions
To start, connect both your Drift and Tess accounts to viaSocket. Once connected, you can set up a workflow where an event in Drift triggers actions in Tess (or vice versa).
Absolutely. You can customize how Drift data is recorded in Tess. This includes choosing which data fields go into which fields of Tess, setting up custom formats, and filtering out unwanted information.
The data sync between Drift and Tess typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Drift and Tess. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Drift
Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.
Learn MoreAbout Tess
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
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