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Lillian GarcíaNew Participant

posted in Integrations

Hubspot integration error: "message":"Enter a whole number", "error":"INVALID_DECIMAL_PRECISION"

on this ticket https://drift.lightning.force.com/lightning/r/Case/500PL00000ANHtmYAH/viewThe customer got the following Hubspot integration error:Failed to create a contact for email: example@email.com. Network Error: {"validationResults":[{"isValid":false, "message":"Enter a whole number", "error":"INVALID_DECIMAL_PRECISION", "name":"drift_cql_score"}], "status":"error", "message":"Property values were not valid", "correlationId":"ff23e7df-193c-483d-996f-018c7421296e"}It seems that Hubspot is requesting a decimal value from drift_cql_score, it’s worth noting that the contact was eventually successfully registered.I had him deactivate the decimal point validation rule on Hubspot but the issue persisted.https://drift.slack.com/archives/C80EAM7R8/p1715796441739909

Pamela BigelowDrifter

posted in Integrations

How to resolve Pardot connection error: This API user lacks sufficient permissions for the requested operation

If you are experiencing errors and warnings in your Drift and Pardot integration settings, this guide will help you troubleshoot and resolve the Pardot error: This API user lacks sufficient permissions for the requested operation. Troubleshooting Steps: Inspect Console and Network Errors: On the page where you receive the error, right-click and Inspect the Console and Network tabs for errors. The error message will provide more information. Error Message: This API user lacks sufficient permissions for the requested operation: This error indicates a permissions problem on the Pardot end. Follow the steps below to address it. Cause & Resolution:Misconfiguration of Pardot Permissions: This error often stems from misconfigured Pardot permissions. Follow the steps below to resolve the issue. Helpful Resources: Refer to our Helpdoc with screenshots and linked Pardot and SFDC documentation: Integrating Drift and Pardot SSO Admin User Confirmation: Confirm that the user connecting

Whitney CovelliDrifter

published in Integrations

Understanding when a HubSpot Form is Submitted into HubSpot after a Drift Conversation Closes

A user reached out to me regarding inconsistencies with Drift submitting a HubSpot form after a Drift conversation closed. For instance, one conversation occurred and a HubSpot form was submitted and another conversation occurred from the same playbook and around the same time, but a HubSpot form was not submitted when the conversation closed. The user was looking to better understand when a HubSpot form is submitted and if it is possible to submit a HubSpot form after every Drift conversation closes. So I wanted to make this post to help clarify a few things. When does a site visitor receive a HubSpot cookie? A HubSpot cookie is assigned to a site visitor when they click into a link from an email that was sent from HubSpot OR they fill out a HubSpot Form. A form IS submitted into HubSpot IF : A site visitor is missing their email address in HubSpot and they have been assigned a HubSpot cookie and provides their email address while engaging with the bot. Once this conversation clos

Whitney CovelliDrifter

published in Integrations

Understanding and Managing the Marketo Integration Setting "Identify site visitors based on their Marketo cookie" in Drift'

A user reached out to me because they were exceeding their API call limit while they had the Marketo Integration Setting “Identify site visitors based on their Marketo cookie" enabled and the customer needed to disable this setting to reduce the amount of API calls. The user disabled this setting and is using Marketo Smart Lists to upload information into Drift (such as contact’s Marketo cookie) and wanted to know answers to the questions below. I wanted to share these out with you all who are using Marketo as well in the event you had similar questions. Where does this setting live?Drift > Settings > App Settings > Integrations > Marketo > Synced Data 1.Are there any benefits to having this turned on?The main benefit of having this setting enabled is to utilize personalization tokens within a playbook. The personalization token in the playbook looks at the Marketo cookie to identify the site visitor, making a more personalized experience. If a user has a Marketo Smart

DanielDrifter

posted in Integrations

Marketo 1029 Error

The Marketo 1029 error is one of the most common issues we see with the Marketo integration. It’s the result of hitting an export limit in Marketo, either from the daily export quota exceeded, or from too many bulk extract jobs in the queue at once. There’s 2 features in Drift that create a load on Marketo’s export API; the setting ‘Identify Drift visitors with the Marketo cookie’, and the sync of smart lists from Marketo into Drift. When using the setting ‘Identify Drift visitors with the Marketo cookie (settings > Integrations > Marketo > Synced data > Marketo -> Drift) we’ll make an API call to Marketo every time we read a Marketo cookie value on a site visitors browser: It’s common to see Marketo assign a cookie value to every site visitor, which means Drift would be making an API call requesting data for every single site visit. For a site with lots of traffic, this results in a huge load on Marketo’s export API, and will often result in exceeding the daily export q

DanielDrifter

posted in Integrations

Why do I have opportunities in Salesforce that aren’t showing in Drift?

Find an opportunity in Salesforce that is not in Drift, but should be. Does that opportunity have a contact role?If not, that’s why it’s not showing up in Drift! If there’s a contact role on that opportunity, does that contact have a task on their activity timeline called ‘Conversation in Drift’?If not, that’s why it’s not showing up in Drift!If a contact with a contact role on the opportunity does indeed have a Conversation in Drift task on their timeline and the opportunity still isn’t showing in Drift, there might be something else at play preventing the opportunity from showing up in Drift. Reach out to our support team so we can dive in with you further!

Pat CooneyNew Participant

asked in Integrations

integration with a federated search engine

Has anyone set up Drift with a federated search engine like Algolia, Coveo, or Elasticsearch? We are looking at getting a federated search tool so our customers can search our product documentation, support articles, community posts, product training, and our website from a single search location and we’d love for our chat bot to also be able to provide this type of search functionality. I know there are pre-built integrations with Zendesk and oder products like that, and it looks like there is a decent API that maybe could be used for this. I’m just wondering if anyone has actually done it.

Nic BrownCommunity Manager

posted in Integrations

Common CRM and MAP Integrations with Drift

Drift has powerful integrations that allow you to access the full power of our revenue acceleration platform. Although everyone’s tech stack looks different, there are some core integrations that we find particularly necessary to set up, such as a CRM or MAP. Without having these systems integrated, you won’t be able to accurately measure Drift’s impact, pass data to and from the integrations (conversations, leads, meetings, etc.), or target playbooks towards specific contact lists to personalize the experience.You can head to your Settings > Integrations to set these up, (Or you can just click here to connect these integrations up also)If you’d like some resources on how to natively connect our most popular CRMs and MAP’s, check out some of the links below:Integrating Drift with Salesforce How to Integrate Drift with Marketo Integrating Drift and Pardot Connecting Drift to HubSpot How to Connect Drift and Eloqua Integrating Drift with Microsoft Dynamics 365If you have any question

Dave PeaseDrifter

posted in Integrations

Dynamically Sync Hubspot Accounts With Drift

Have you ever wished that Hubspot accounts would dynamically sync with Drift? Do you have Account Owners assigned in Hubspot that you’d like to use for routing logic within Drift? This post outlines a way to keep your Hubspot accounts in step with your Drift instance using Drift’s Developer API and Hubspot’s custom code workflows. General ConceptTo keep accounts and their owners synced between Drift and Hubspot we need to accomplish a few baseline tasks: Add new accounts to Drift when they are created in Hubspot Update existing accounts in Drift when they are updated in Hubspot Using Huspot workflows, we can trigger automation when an Account object is created or modified. Once triggered we can use Hubspot’s custom code workflow skills to send and retrieve data with Drift via the Drift developer API.There are two main components to this solution: API access and to both Hubspot and Drift Hubspot workflow triggered upon Account creation or update API access and to both Hubspot and

Kevin HarrisDrifter

asked in Integrations

HubSpot CRM

What plans does Drift have to allow a native CRM integration with HubSpot? For example, allowing customers to report on sales/support activity, dynamically sync accounts and utilise HubSpot ownership for routing?

Kevin HarrisDrifter

posted in Integrations

Drift to Saleforce Marketing Cloud

Drift does not currently have a native integration with Salesforce Marketing Cloud. However, there is a solution to help drive increased value between the two platforms. We are able to successfully go live doing a direct connection to Salesforce from Drift. The config is normally to only allow Drift to create Leads in Salesforce, not Contacts, and then associate them with a parent-campaign that Marketing Cloud has visibility into. I have actually found it to be much easier than organizations with a MAP, as Marketing Cloud doesn’t have the same B2B “pre-qual leads before sync to CRM” assumptions as a platform such as Pardot. In terms of setting up anything in Drift to have parent campaigns associated to MC, This generally means that Drift will be configured in a “direct to Salesforce” fashion, so we’ll be disabling the “create leads in Pardot” feature and setting up the native Salesforce integration with field mapping, campaign settings, etc. Your Drift team is always on hand to provide

Deepali RParticipating Frequently

asked in Integrations

Salesforce Integration: Justification for permissions for Cases field

Need some help from this Drift Community!At my company, we're going about integrating with Salesforce and we're coming under scrutiny for the create, read, write permissions being granted for the Drift <> Salesforce integration.Could anyone here help me understand the justification for Drift needed Create, Read, Write permissions for Cases, and directly for Contacts? What might happen if those permissions were not granted access for the integration user?Thanks!

HhamedDrifter

posted in Integrations

Discover the Power of Drift Salesforce iFrame: Streamline Your Workflow

Unleash the potential of your Salesforce workflow with the Drift Salesforce iFrame. This game-changing feature allows you to seamlessly view account interactions within Salesforce, even if you haven't explored it before. In this article, we'll guide you through the quick installation process and provide detailed steps for adding the Drift component to the Account Page.Intended Audience: Salesforce users interested in maximizing their workflow efficiency. Connect The Salesforce Integration In Drift:Visit the Integrations page in Drift. If you don't see 'Connected' next to the Salesforce integration, follow the instructions in our Help Center on how to get connected. Install New Drift For Salesforce Package:Navigate to the package install link: Installation Link. Log into your Salesforce account and make sure you're installing Version Number 1.9 of the Drift for Salesforce package. Follow the installation instructions, ensuring Administrator Permissions are set for the Salesforce

HhamedDrifter

posted in Integrations

Streamline Salesforce Integration with Drift using Zapier: A Step-by-Step Guide

Hey there Drift community! Are you looking to enhance your sales and marketing processes with more control over your Salesforce integration? If you're seeking a solution beyond the out-of-the-box Salesforce integration, we've got you covered! In this post, we'll walk you through a simplified and streamlined approach to connect Drift.com with Salesforce using Zapier. This option provides you with the flexibility to decide when and what data to send to your custom Salesforce instance. Let's dive in!Overview: We'll guide you through the process of sending conversations from Drift.com to Salesforce, leveraging the power of Zapier's integration capabilities. By following these steps, you can streamline your workflows and ensure a seamless data flow between the two platforms.Here's what you'll need:Zapier account Drift account with API access Salesforce account with API access Minimum required contact information: email, name, phone, country, lead status, lead source: Drift, employment name,

DanielDrifter

posted in Integrations

Use ChatGPT for more information on integration errors!

Seeing an integration error message that you don’t understand and want to learn how to fix? ChatGPT can give you a great answer on what the error means and provides suggestions for how to fix it!As an example, I wanted to find out more information about this error: This is what I asked:what does this salesforce error mean and how do I fix it failed to execute enrichment for email _________. Cause: [{“message”:“\nCloud_Found_ID__c, Cloud_Conversion_Date__c, Cloud_Level__c, Cloud_Signup_Date__c\n ^\nERROR at Row:1:Column:388\nNo such column ‘Cloud_Level__c’ on entity ‘Contact’. If you are attempting to use a custom field, be sure to append the ‘__c’ after the custom field name. Please reference your WSDL or the describe call for the appropriate names.“, “errorCode”:“INVALID_FIELD”}] This was the answer:This error message indicates that there is a field Cloud_Level__c that the system is attempting to access on the Contact object, but this field does not exist. This is a common error in Sa

Nic BrownCommunity Manager

posted in Integrations

Marketo Smartlist and Drift Targeting

Hi all!Was doing some discovery with Marketo Smartlist and Drift, and I was interested in how ya’ll use them. (If you're reading this and don’t know what Smartlist are, check out this doc. You can use these Smartlist as targeting conditions in Drift)I’ve got a few ideas below but wondering if anyone else here has used something beyond what I have listed here:"Smart List for High-Intent Leads" with the following filters:Filter by Conversation Type: Using Drift's Custom Activities to filter for specific conversation types that indicate high intent, such as "Requesting a Quote," "Inquiring about Pricing,"Asking about Financing Options," or "Scheduling a Demo." By Drift Conversation Count: set the minimum count to 2 for the past month Web Page Activity: such as the "Pricing" page, "Request a Quote" page, or "Schedule a Demo" page. Company Size: select the appropriate size ranges or industries that are most likely to have high intent. ABM - using segment contacts from target accounts in a

Alana AndersonDrifter

asked in Integrations

How do you Qualify a lead for CRM?

We know it's important to make sure you are getting quality leads into your CRM and that starts with Drift. You want to have conversations and meetings with people who show intent to purchase your product or talk to your team. We would love to get a conversation started and learn how you qualify leads today. What criteria goes into it? Are you doing it based on live chat? Booking meetings? Button selections? Something else?

tmanleyDrifter

published in Integrations

How To Associate Leads Or Contacts With A Salesforce Campaign

If you have the Salesforce integration connected, you are able to associate new leads and contacts with your Salesforce campaigns. You can associate leads or contacts with a Salesforce campaign at a high level (all playbooks) or at the playbook level.Note: In order contact/leads with a specific campaign on the playbook level you must be creating leads/contacts directly from Drift to Salesforce.To set a default Salesforce campaign for all leads and contacts to be associated with, navigate to settings > integrations > Salesforce > Leads or Contacts depending on which one you want associated with your campaign.Salesforce integration page.After you’ve selected either leads or contacts, click on Show advanced integration sync settings (seen in the screenshot below) to show the advanced settings.Here, you’ll see a search bar that you can use to select which campaign you want to use. If you can’t find the campaign you are looking for, start typing the name of the campaign and it shou

tmanleyDrifter

published in Integrations

How To Change Salesforce Fields In The Conversation View

If your Drift instance has a Salesforce integration connected you can view fields in the conversation sidebar that are sourced right from your lead and contact objects in Salesforce. To customize what attributes you seen in your conversation sidebar, navigate to visitors > contact settings > Salesforce attributes (as seen in the screenshot below).Salesforce attributes screen.To make an attribute show in the conversation side bar, hover over the ellipsis and click the show in conversation (as seen in the screenshot below). To remove an attribute from the sidebar, simply hover over the ellipsis and click remove from conversation.

tmanleyDrifter

published in Integrations

How To Connect Your Salesforce Sandbox To Drift

Drift allows you to connect the Salesforce integration to your Salesforce Sandbox account so you can run tests and not worry about test data making into your main Salesforce account. To begin connecting your Salesforce Sandbox account, navigate to Settings > Integrations > Salesforce > Connect sandbox. You will be prompted to enter the credentials for your Salesforce sandbox account. You’ll also want to make sure your Sandbox account has the proper Salesforce permissions enabled.Salesforce integration setup page.You can not have both a sandbox and a production instance of Salesforce connected to one Drift account at the same time.

Nic BrownCommunity Manager

published in Integrations

How to Connect the Drift Salesforce Iframe

Installing the Drift Salesforce iframe allows Salesforce users to view account interactions in Drift without having to leave Salesforce, even if the rep doesn’t have a Drift seat themselvesOnce you have connected Drift and Salesforce, you can install the Drift for Salesforce package and add the Drift component to the account page. To install the new drift for Salesforce package, you’ll need to navigate to the installation link here. (Reference images below.)You can allow access to our API endpoints from this page (Seen below). This is how Drift will know what information to show you.Follow the Install instructions and make sure Administrator Permissions are set to the Salesforce admin and the Lightning Components Permissions are given to the Salesforce users that are using the iframe. Click ‘Start sync’ to make sure data is syncing with Salesforce and click ‘Done’ when set.Upon success, you’ll see Drift for Salesforce listed under your installed packages. Once you’ve completed the

Nic BrownCommunity Manager

published in Integrations

FAQs About HubSpot Integration

Here are some common questions we get regarding the HubSpot integration with Drift! We will continue to add more as we hear from customers each month.Q: How does the HubSpot drill down field work with Drift? How is it populated?"A: Updating this field is done on the HubSpot end (https://knowledge.hubspot.com/contacts/understand-source-properties) The drill-down properties are automatically set by HubSpot and cannot be updated manually. If you change a contact’s original source, the drill-down properties will be cleared.Q: My custom datepicker field is not appearing, why?A: Date properties (including date picker properties created in HubSpot) can only store the date—not the time. Drift requires a DateTime property. The only way to create a datetime property in HubSpot is by using the APIs, as any date picker property created in HubSpot is created as a date property. For further details we suggest checking out this developer doc over at Hubspot.

Nic BrownCommunity Manager

published in Integrations

How To Use Attributes for Targeted Reporting in HubSpot

Organizations may want to see which playbooks are creating the most leads in HubSpot. Here is a tip on how you can manage this with attribute mapping!Let's use these playbooks as an example: When editing each playbook, head over to the Goals section and find the Bot Qualified goal.Here, you can create a new goal for when a lead is qualified by each individual playbook.For this example, we would add Home, Pricing, Products, and Support Qualified goals, instead of Bot Qualified goals for all four.Then, you can go to the Integrations section under Settings and map the Lead Stage to HubSpot!This will cause Leads added to HubSpot to have a tag relevant to the playbook they engaged with.

Nic BrownCommunity Manager

published in Integrations

How To Map Attributes From Drift to Hubspot

If you use the HubSpot Integration, you most likely have properties there that you'd like to attach in Drift that are not there by default. These properties are important for your sales or marketing teams so you can create workflows in both Drift and HubSpot and to make sure that you're keeping all of the data on your prospects constant throughout your tech stack.You can easily map existing Drift attributes or custom attributes you've created to HubSpot attributes! To do so, head to Settings > App Settings > Integrations > Hubspot, or just click here! From there, find the Mapped Hubspot Attributes section. Here, you can select the Drift value that you'd like to map to a HubSpot value! To map a Numeric value in Drift (like CQL score), use the Calculated field in HubSpot!You can also write in your own Static attribute as well - this be the value that passes over for every record. A common use case would be mapping the text "Drift" to the HubSpot "Lead Source"Careful you're not

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