Connect forecast and Drift to Build Intelligent Automations
Enable Integrations or automations with these events of forecast and Drift
Enable Integrations or automations with these events of forecast and Drift
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.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your forecast and Drift accounts to viaSocket. Once connected, you can set up a workflow where an event in forecast triggers actions in Drift (or vice versa).
Absolutely. You can customize how forecast 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.
The data sync between forecast and Drift 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 forecast 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.
About forecast
Forecast is a full-suite business platform that enables professional service organizations to run efficiently and predictably in one AI-powered software.
Learn MoreAbout 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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