Drift + Metroleads Integration

Integrate Drift to Metroleads in one click, or tell Integrately AI how you want each lead handled. Capture new conversations, create and update records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Drift
    Email is identified in Drift Instant
  • Drift
    User reached goal in Drift Instant
  • Drift
    New Conversation is started in Drift Instant
  • Drift
    Conversation is pushed in Drift Instant
  • Drift
    Message is created in Drift Instant
Arrow Right
2.
  • Drift
    Create Contact in Drift
  • Drift
    Update Contact in Drift
  • Drift
    Update contact via non-Drift Id in Drift
  • Drift
    Search contact by email in Drift
  • Drift
    Create Timeline Event in Drift
  • Drift
    Create Conversation in Drift
  • Metroleads
    Create lead in Metroleads
  • Metroleads
    Search lead in Metroleads
  • Metroleads
    Assign a lead in Metroleads
  • Metroleads
    Update lead in Metroleads
  • Metroleads
    Get recent leads in Metroleads
  • Metroleads
    Unassign a lead in Metroleads

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Ready WorkflowsReady Workflows   for Drift + Metroleads Integration

Capture customer conversations, create new leads, assign records, update statuses, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Drift + Metroleads flow

Keep your sales pipeline moving by routing lead data to your workspace, notifying your team, and triggering downstream tasks. Pick a combination and activate it in one click.

Drift
Metroleads
+
SalesforceSalesforce (8)
+
HubspotHubspot (8)
+
CalendlyCalendly (8)
+
SlackSlack (8)
+
GmailGmail (8)
+
Google SheetsGoogle Sheets (8)
D
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Create a Metroleads lead and a Salesforce contact from every new Drift conversation automatically
New Drift conversations immediately create a lead in Metroleads and a contact in Salesforce without manual data entry.
D
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Create a Metroleads lead for every Drift user goal, and log a task in Salesforce
When a Drift user reaches a goal, Metroleads creates a lead and Salesforce logs a follow-up task instantly.
D
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When a Drift conversation is pushed, update the Metroleads lead and update the Salesforce opportunity stage
Pushed Drift conversations automatically update your Metroleads lead status and advance the Salesforce opportunity.
D
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Search for a Metroleads lead from an identified Drift email, and create a Salesforce record
Identified emails in Drift trigger a Metroleads lead search and create a new Salesforce record.
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If a Drift message mentions urgent, assign the Metroleads lead and create a high-priority Salesforce task
Urgent Drift messages instantly assign your Metroleads lead and create a high-priority Salesforce task.
D
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When a Drift conversation is pushed, unassign the Metroleads lead and close the Salesforce case
Pushed Drift conversations unassign Metroleads leads and close the corresponding Salesforce case.
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Use Claude to analyse every new Drift conversation, create a Metroleads lead, and update the Salesforce record
Claude evaluates new Drift conversations to create qualified Metroleads leads and update Salesforce records.
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When a new Drift conversation starts, create a Metroleads lead, create a Salesforce contact, and post an alert in Slack
New Drift conversations create leads in Metroleads and Salesforce while notifying your team in Slack.

Supported triggers and actions for Drift and Metroleads

Mix and match to build the exact automation you need

Drift
Drift Triggers & Actions
Instant
Email is identified in Drift
Triggers the automation when email address of any lead is captured
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Instant
User reached goal in Drift
Triggers the automation when the user reaches a particular goal
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Instant
New Conversation is started in Drift
Triggers the automation when a new conversation is initiated
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Instant
Conversation is pushed in Drift
Triggers the automation when a conversation is pushed to another user or team
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Instant
Message is created in Drift
Triggers the automation when a new message is created
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Create Contact in Drift
Adds a new contact to the database
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Update Contact in Drift
Updates contact information with new details
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Update contact via non-Drift Id in Drift
Updates a contact's information using a non-drift id
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Search contact by email in Drift
Finds and retrieves contact information using their email address
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Create Timeline Event in Drift
Creates a new timeline event
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Create Conversation in Drift
Start a new conversation with speicified recipients
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Metroleads
Metroleads Triggers & Actions
No trigger is available
Create lead in Metroleads
Generates new leads for potential customers
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Search lead in Metroleads
Retrieves information for a particular lead
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Assign a lead in Metroleads
Assigns leads to team members based on predefined criteria
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Update lead in Metroleads
Updates the lead information
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Get recent leads in Metroleads
Retrieves the most up-to-date leads
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Unassign a lead in Metroleads
Unassigns a lead
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What can you automate with Drift + Metroleads?

Streamline your inbound sales process by connecting Drift conversations directly to Metroleads lead management.

What you can automate?
🔄
Create Metroleads leads from Drift conversations
Turn every new chat or identified email in Drift into an active lead in Metroleads automatically, eliminating manual data entry.
📝
Capture every submitted chat field
Map all custom chat answers and contact details into your Metroleads records rather than just basic names and emails.
🔔
Alert your team the moment chats begin
Notify your sales reps instantly when high-intent prospects start conversations so you can engage while they are online.
🔀
Route leads based on chat keywords
Assign enterprise prospects or urgent inquiries differently from standard chats using conditional logic rules.
🔄
Keep lead statuses synchronised
Update Metroleads lead stages automatically whenever conversation statuses change or progress in Drift.
🔍
Search and update existing contacts
Look up existing records by email in Metroleads and update them rather than creating duplicate entries for returning visitors.
🎯
Trigger actions on user goal completion
Automate follow-up operations whenever a website visitor reaches a conversion goal or milestone in Drift.
Extend flows to your wider tool stack
Connect Drift and Metroleads with Slack, Google Sheets, or CRM platforms to build multi-step automated pipelines.
And much more...

Who is Drift + Metroleads integration for?

Connecting Drift and Metroleads helps revenue teams capture conversations instantly, assign leads without delay, and keep pipeline data accurate across systems.

Sales operations managers
Sales operations managers
Account executives
Account executives
Client success leads
Client success leads
Inbound sales teams
Inbound sales teams
Business development reps
Business development reps
Revenue analysts
Revenue analysts
📈
Sales operations managers
You're reviewing inbound chat metrics in Drift, but your lead records only update when someone manually exports data, so the conversion counts you report are always outdated — with this integration, every conversation lands in Metroleads instantly and your pipeline numbers stay current.
Account executives
You need to act fast when high-intent prospects visit, but chats sit unnoticed in Drift until someone checks manually, so warm leads go cold before you reach out — this integration means every new conversation creates a Metroleads lead immediately so you can follow up first.
📋
Client success leads
You answer to executive stakeholders who want to see live engagement progress, but compiling chat logs into status reports takes hours of manual work every week — automating both apps means interaction histories sync automatically and your stakeholder reports update themselves.
🌊
Inbound sales teams
The chat volume on your website is too high for anyone to keep up by hand, leading to missed inquiries and unassigned prospects piling up in Drift — connecting these apps means every visitor interaction turns into an organised Metroleads lead without manual sorting.
🤝
Business development reps
You own the outreach step and depend on marketers to hand over qualified chat leads, but handoffs get delayed and contact details get lost between systems — with this integration, every qualified Drift conversation triggers a Metroleads lead handoff instantly.
🗂️
Revenue analysts
You need a reliable historical record of every customer touchpoint, but manual data entry leaves gaping holes in your tracking databases over time — this integration means every chat event logs cleanly into Metroleads so your historical data stays complete and auditable.
Our team

Ready Workflows 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 Drift + Metroleads

Build and manage your Drift + Metroleads automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Drift + Metroleads with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Drift to Metroleads?
Frequently Asked Questions
You can connect Drift to Metroleads using 1-click automations on Integrately. Pick a ready template or ask Integrately AI to build your custom workflow, integrating with apps like Slack, Hubspot, and Google Sheets in minutes.
Can I automatically create Metroleads leads from new Drift conversations?
Frequently Asked Questions
Can I connect Drift, Metroleads, and Salesforce?
Frequently Asked Questions
What is a good Zapier alternative for Drift and Metroleads?
Frequently Asked Questions
How does Drift handle conversation triggers in integrations?
Frequently Asked Questions
How does Metroleads handle lead creation and updates?
Frequently Asked Questions
Do I need coding skills to automate Drift and Metroleads?
Frequently Asked Questions
Is the Drift and Metroleads integration free?
Frequently Asked Questions
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You Can Also Connect Drift or Metroleads With 1500+ Other Apps

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Metroleads
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Sync Metroleads with analytics, invoicing, and project management tools to keep revenue workflows aligned.