Connect Dovetail and Drift to Build Intelligent Automations

Choose a Trigger

Dovetail

When this happens...

Choose an Action

Drift

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new Trigger for Dovetail

Do thisActions

Action is the task that follows automatically within your Dovetail integrations.

Create Note

Create Note

Create Data Point

Create Data Point

Add Data to Project

Add Data to Project

Add Data to Project.

List Tags

List Tags

List of all tags associated with a workspace

List Insights

List Insights

List of insights associated with a workspace.

List Contacts

List Contacts

List of contacts within a workspace.

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Frequently Asked Questions

How do I start an integration between Dovetail and Drift?

To start, connect both your Dovetail and Drift accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Drift (or vice versa).

Can we customize how data from Dovetail is recorded in Drift?

Absolutely. You can customize how Dovetail data is recorded in Drift. This includes choosing which data fields go into which fields of Drift, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Dovetail and Drift?

The data sync between Dovetail and Drift typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Dovetail to Drift?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Dovetail and Drift?

Yes, you can set conditional logic to control the flow of data between Dovetail and Drift. 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.

Dovetail

About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.

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Drift

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.

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