Drift

Manage contacts, conversations, and messaging for conversational marketing and sales. Create, retrieve, update, and delete contacts with custom attributes, list custom contact fields, and post timeline events. Start conversations, send bot messages, retrieve message history, export transcripts through Slate attachments, and inspect conversation status counts. Manage accounts for account-based marketing, retrieve active playbooks, track booked meetings, list teams, inspect token metadata, and update user availability.

Tools

Create Contact

Create a new contact in Drift. Requires at least an email address. You can also set custom attributes and an external ID for integration with other systems.

Create Conversation

Start a new conversation in Drift with a contact. Creates a conversation using an email address and an initial message. If no contact exists with the given email, one will be created.

Delete Contact

Permanently delete a contact from Drift by their contact ID.

Get Booked Meetings

Retrieve booked meetings from Drift within a time range. Returns meetings across the organization with scheduling details, agent info, and conference details.

Get Contact

Retrieve a Drift contact by their ID or email address. Returns contact attributes including name, email, phone, and any custom attributes.

Get Conversation

Retrieve detailed information about a specific Drift conversation, including participants, tags, status, and related playbook. Optionally include the message transcript.

Get Conversation Stats

Get Drift conversation counts grouped by status for the connected organization.

Get Conversation Transcript

Export a Drift conversation transcript as a Slate attachment. The transcript content is returned as an attachment, not inline output.

Get Token Info

Inspect Drift metadata for the current access token, including organization ID, scopes, app credential ID, and expiration metadata.

List Custom Attributes

List custom contact attributes configured in Drift. Use this before creating or updating contacts when you need the internal field names for custom attributes.

List Conversations

List conversations in Drift with optional status filtering and pagination. Returns conversations sorted by most recently updated.

List Playbooks

List active playbooks in Drift. Playbooks are automated message workflows and campaigns that proactively engage site visitors. This is read-only — playbooks can only be edited in the Drift UI.

List Teams

List all teams in the Drift organization, or list teams for a specific user. Teams organize agents for routing and assignment purposes.

List Users

List all users (agents) in the Drift organization. Returns the full list of users with their availability, role, and contact information. Can optionally retrieve a single user by ID.

Manage Account

Create, retrieve, update, or delete an account in Drift. Accounts are used for personal account tracking and ABM (account-based marketing) targeting in playbooks.

Post Timeline Event

Post an external activity event to a Drift contact timeline. Provide either a Drift contact ID or an external ID that Drift can match to a contact.

Send Message

Send a message in an existing Drift conversation. Can send chat messages visible to the contact or private notes visible only to agents. Supports interactive buttons.

Update Contact

Update an existing Drift contact's attributes. Supports updating standard fields like name, email, phone, as well as any custom attributes.

Update User Availability

Update a Drift user's availability. This is useful for external routing systems that need to mark an agent available or offline.

License

This integration is licensed under the FSL-1.1.