Connect Harvestr and Drift to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Company
Company Updated
New Discoveries
New Messages
Choose an Action
Automatically do this!
Update Known Contact
Create or Update Contact From External
Find User by End User Id
Find User by Anonymous Id
Ready to use Harvestr and Drift automations
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 Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user created.
New Company
Tiggers when a new company Cretaed.
Company Updated
Triggers when a new Company Update.
New Discoveries
Tiggers when a new discoveries created.
New Messages
Tiggera when a new message Cretaed.
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Creates a new message in your inbox.
Create Company
Create a new Company.
List Users
List all users.
List Companies
List all companies
List Components
List all components
List Discoveries
List all discoveries
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Frequently Asked Questions
To start, connect both your Harvestr and Drift accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvestr triggers actions in Drift (or vice versa).
Absolutely. You can customize how Harvestr 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 Harvestr 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 Harvestr 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 Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
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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