Drift + Softr Integration
Integrate Drift to Softr in one click, or tell Integrately AI how you want each user handled. Capture new conversations, create user accounts in Softr, update contact records, and trigger notifications 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
2.
- 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
Create user in Softr- Delete user in Softr
Trusted by experts at...
Ready Workflows for Drift + Softr Integration
Create Softr users from new Drift conversations, update contact records, alert your team, and track milestones, 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 Drift + Softr flow
Turn chat conversations into user accounts while keeping your CRM and notifications completely up to date. Pick a combination and activate it in one click.
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Hubspot (4)
Hubspot (4) +
Airtable (4)
Airtable (4) +
Calendly (3)
Calendly (3) +
Slack (4)
Slack (4) +
Gmail (3)
Gmail (3) +
Stripe (3)
Stripe (3) D
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Create a HubSpot contact for every new Drift conversation, and create a Softr user
New Drift conversations instantly create a HubSpot contact and a Softr user account without manual data entry.
D
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Update your HubSpot contact when an email is identified in Drift, and create a Softr user
Identified visitor emails update your HubSpot CRM records and provision a new Softr user instantly.
D
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Create a HubSpot timeline event when a user reaches a goal in Drift, and create a Softr user
Drift goal completions log timeline events in HubSpot and establish new Softr user accounts.
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Create a HubSpot contact when a message is created in Drift, and delete a Softr user
New Drift messages trigger HubSpot contact updates and remove outdated Softr user accounts.
Supported triggers and actions for Drift and Softr
Mix and match to build the exact automation you need
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 Drift + Softr?
Streamline your conversational workflows and user provisioning with powerful automated actions.
💬
Turn chat conversations into user accounts
Automatically provision a Softr user whenever a new conversation is started in Drift. Eliminate manual data entry and give prospects instant portal access.
📧
Capture identified visitor emails
Extract visitor email addresses identified during Drift sessions to update customer databases and set up new Softr profiles.
🔔
Alert your team instantly on chat events
Notify sales and support staff immediately when key customer interactions occur in Drift so response times stay fast.
🎯
Route based on goal achievements
Trigger specific follow-up actions and account creation workflows whenever a user reaches a designated goal in Drift.
🔄
Keep portal records up to date
Synchronize contact updates and timeline events across your systems so your Softr portal always reflects the latest status.
👥
Manage user lifecycles cleanly
Create new user profiles or delete outdated accounts automatically based on chat activity and message creation events.
⚙️
Handle status changes seamlessly
Process account modifications and record updates automatically whenever conversation states shift in Drift.
🔗
Extend your workflow to CRMs
Connect your Drift and Softr setup with HubSpot to log contacts, deals, and timeline entries without extra effort.
And much more...
Who is Drift + Softr integration for?
Sales teams, customer success managers, and web portal administrators managing user access and communication find it difficult to keep account records synchronized across platforms.
Sales managers
Customer success leads
Client account directors
Support operations leads
CRM administrators
Operations directors
📈
Sales managers
You're reviewing chat engagement metrics but your portal user database only updates when someone manually creates accounts, so the lead counts you're tracking against are always lagging — this integration means every new conversation creates a user instantly and your records stay current.
⚡
Customer success leads
You need to grant portal access immediately after a chat session, and you find out about new prospects too late — automating both apps means new leads receive user accounts instantly and onboarding starts right away.
🤝
Client account directors
You answer to stakeholders who want to see active portal adoption numbers, but manual account creation causes frustrating reporting delays — with this integration, every conversation logs account updates automatically and reporting stays accurate.
📊
Support operations leads
The incoming chat volume is too high for anyone to keep up with manual user provisioning by hand — connecting these apps means every customer inquiry triggers automated account actions and your team never falls behind.
🔄
CRM administrators
You own the contact pipeline and depend on conversational triggers to hand off new prospects properly — integrating these apps means lead data flows seamlessly into account creation workflows without manual intervention.
📋
Operations directors
You need a reliable history of customer interactions and keep finding gaps between chat logs and user portals — this integration means every interaction is systematically recorded and your database remains completely unified.
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 + Softr
Build and manage your Drift + Softr automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Drift + Softr 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 Drift + Softr Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Drift to Softr?
You can connect Drift to Softr instantly using 1-click workflows on Integrately. Start with ready-made templates or use Integrately AI to set up your automation alongside tools like HubSpot, Airtable, and Slack.
Can I automatically create Softr user accounts from new Drift chat conversations?
Can I connect Drift, Softr, and HubSpot?
What is a good Zapier alternative for Drift and Softr?
How does Drift handle identified email data in automation workflows?
Can Softr delete inactive user accounts based on chat events?
Do I need coding skills to automate Drift and Softr?
Is the Drift and Softr integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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