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Customer Success Software that Integrates With Drift

Drift is, according to them, the world’s first and only conversation-driven marketing and sales platform. Their mission is “to help every business on earth know, grow and amaze their customers.” Instead of traditional platforms that rely on forms and follow-ups, Drift helps you convert visitors to leads in real-time using targeted messaging and chatbots.

Features include:

  • Live Chat
  • Custom Greeting
  • Chat Bots
  • Chat Fallback Via Email
  • Marketing Email
  • Calendar Integration
  • Conversation Reporting
  • Advanced Revenue Reporting

How to Connect Drift and Akita

Step 1

Step 1

Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.

Step 2

Step 2

Click the Connect Provider button.

Drift

Step 3

Select Drift from the list of available integrations.

step 4

Step 4

Click the link to begin the connection process.

Connect

Within Drift follow the prompts to approve the Akita integration.

That’s it – all done!

Your Drift Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Drift data.
  • This data will appear alongside all your other customer interactions for a 360° view.

  • Segment your accounts based on data from your Drift account, and from your other business tools.

  • Define lifecycle stages and make sure customers stay on track.

  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.