Send your Drift leads to your Holded CRM

Drift offers four instant triggers in Zapier: New Lead (when a visitor leaves their email), New Message (each new message in a conversation), Conversation Manual Push (when a conversation is closed or marked as ready) and User Reached Goal (when a user meets a goal within a Drift playbook).

Yes. Drift triggers in Zapier are instant. When a lead leaves their email in the chat, the contact is created in Holded at that moment, without the delay of up to 15 minutes that other triggers have.

The standard fields that Drift captures in the conversation are transferred: email, name and company. Holded custom fields are not transferred through Zapier. For additional data, you can use multi-step Zaps that map specific attributes.

A single-step Zap works with the free Zapier plan, which allows up to 100 tasks per month. Multi-step Zaps or those with filters require a paid Zapier plan.

Yes, by combining several steps in Zapier. For example: "Conversation Manual Push" trigger in Drift, "Find Contact" action in Holded, and "Create Document" action to generate an estimate or invoice. This requires a multi-step Zap.

If the contact does not match an existing contact code in Holded, Zapier creates a new one. To avoid duplicates, you can combine "Create Contact" with "Find Contact" in a multi-step Zap.

Drift was acquired by Salesloft in 2024. The chat and chatbot functionality remains available within the Salesloft platform. The integration with Holded through Zapier remains operational via the "Drift" app in Zapier.