Customer.io + Drift Integration
Integrate Customer.io to Drift in one click, or tell Integrately AI how you want each conversation handled. Start new chats, create or update person profiles in Customer.io, update contacts, and trigger targeted communications automatically.
Free forever.Use premium features free for 14 days.1.
Email is identified in Drift Instant- User reached goal in Drift Instant
- New Conversation is started in Drift Instant
- Conversation is pushed in Drift Instant
- Message is created in Drift Instant
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Add person to segment in Customer.io- Create or Update Person in Customer.io
- Create event in Customer.io
- Create anonymous event in Customer.io
- Create Contact in Drift
- Update Contact in Drift
- Update contact via non-Drift Id in Drift
- Search contact by email in Drift
- Create Timeline Event in Drift
- Create Conversation in Drift
Trusted by experts at...
Ready Workflows for Customer.io + Drift Integration
Track new conversations, create or update customer profiles, log events, and sync contacts across your platform, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Customer.io + Drift flow
Connect contacts to your CRM, alert your support team, and log conversation data across your entire stack. Pick a combination and activate it in one click.
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Salesforce (5)
Salesforce (5) +
HubSpot (5)
HubSpot (5) +
Google Analytics 4 (4)
Google Analytics 4 (4) +
Calendly (4)
Calendly (4) +
Slack (5)
Slack (5) +
Stripe (4)
Stripe (4) D
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Create a Salesforce lead when a new Drift conversation starts and update the person in Customer.io
Every new Drift conversation creates a lead in Salesforce and updates Customer.io instantly, eliminating manual data entry.
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Notify your Salesforce team and create a timeline event in Customer.io when an email is identified in Drift
Identified visitor emails in Drift instantly update Salesforce and log timeline events in Customer.io.
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When a user reaches a goal in Drift, update the Salesforce record and add them to a Customer.io segment
Goal completions in Drift update Salesforce pipeline stages and segment users in Customer.io automatically.
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If a Drift conversation is pushed, update the Salesforce lead status and create an event in Customer.io
Pushed Drift conversations automatically update lead statuses in Salesforce and log events in Customer.io.
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When a message is created in Drift, search the contact in Salesforce and update the person in Customer.io
New Drift messages look up contacts in Salesforce and keep Customer.io person profiles fully synchronized.
Supported triggers and actions for Customer.io and Drift
Mix and match to build the exact automation you need
Customer.io Triggers & Actions
Create anonymous event in Customer.io
Creates a confidential gathering without disclosing organizer's identity
Try it → Drift Triggers & Actions
Instant
Email is identified in Drift
Triggers the automation when email address of any lead is captured
Try it → Instant
User reached goal in Drift
Triggers the automation when the user reaches a particular goal
Try it → Instant
New Conversation is started in Drift
Triggers the automation when a new conversation is initiated
Try it → Instant
Conversation is pushed in Drift
Triggers the automation when a conversation is pushed to another user or team
Try it → What can you automate with Customer.io + Drift?
Streamline your conversational marketing and messaging workflows with ready-made automation capabilities.
💬
Sync new conversations instantly across platforms
Automatically create or update Customer.io person records the moment a new conversation starts in Drift. Ensure your customer communication database remains accurate and up-to-date.
📝
Capture every submitted chat field and property
Map all visitor answers and custom properties from Drift chat interactions directly into Customer.io profiles. Eliminate incomplete data entries and maintain rich customer profiles.
🔔
Alert the right team member the moment leads arrive
Notify your sales or support team instantly on Slack or email when high-value prospects engage in chat. Eliminate response delays and close deals faster.
🔀
Route records based on submitted user data
Execute different follow-up actions depending on the specific answers or goals reached in your Drift chat sessions. Direct enterprise leads and standard inquiries to the appropriate workflows.
🔄
Keep customer profiles updated as status changes
Automatically update customer segments and event timelines in Customer.io whenever visitor statuses or conversation milestones change in Drift.
👥
Prevent duplicate records with smart matching
Search existing contacts by email before creating new profiles, ensuring your database remains clean and free of duplicate entries.
🎯
Track user goals and milestone achievements
Log timeline events and trigger segmented messaging sequences in Customer.io the exact moment a user reaches a defined conversion goal in Drift.
🔗
Extend your workflow to team communication apps
Connect your core Customer.io and Drift workflow to Slack to broadcast real-time updates and keep your entire team informed of customer interactions.
And much more...
Who is Customer.io + Drift integration for?
Marketing, sales, and support teams rely on this integration to eliminate manual data entry, streamline lead qualification, and keep customer communication channels perfectly synchronized.
Performance marketers
Sales development reps
Client success managers
Support operations leads
Account executives
Data operations specialists
📈
Performance marketers
You're running messaging campaigns and tracking engagement data, but your reporting tools only update when someone manually exports chat records, so your conversion metrics are always hours behind — this integration means every new conversation updates your analytics instantly and your data stays current.
⚡
Sales development reps
You need to engage incoming prospects immediately upon chat interaction, but manual contact creation causes critical delays in follow-up times — automating both apps means every chat lead lands in your CRM instantly and your team can respond without waiting.
🤝
Client success managers
You answer to stakeholders who want immediate visibility into customer communication progress, but scattered messaging logs make reporting tedious — connecting these apps means all touchpoints are recorded automatically and progress is always transparent.
📊
Support operations leads
The volume of inbound conversations is too high for anyone to keep up by hand, leading to missed customer queries and inconsistent tracking — with this integration, every chat interaction is logged and routed without manual intervention.
🔄
Account executives
You own the closing stage and depend on chat agents to hand over qualified leads properly, but handoff details often get lost in transit — automating both apps means contact data flows seamlessly and handoffs are never missed.
📁
Data operations specialists
You need a reliable history of customer interactions for auditing and segmentation, but manual entry leaves recurring gaps in your database — integrating these apps means every event is captured accurately and your records remain complete.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Customer.io + Drift
Build and manage your Customer.io + Drift automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Customer.io + Drift with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Customer.io + Drift Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Customer.io to Drift?
You can connect Customer.io to Drift in just 1 click using ready-made templates on Integrately, or use Integrately AI to set up your workflow instantly alongside tools like Salesforce, HubSpot, and Slack.
Can I automatically sync new chat conversations from Drift into Customer.io person profiles?
Can I connect Customer.io, Drift, and Slack?
What is a good Zapier alternative for Customer.io and Drift?
How does Customer.io handle contact data updates from chat interactions?
How are visitor emails identified in Drift used across automations?
Can I automate workflows between Customer.io and Drift without coding?
Is the Customer.io and Drift integration free?
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