Drift has revolutionized conversational marketing, but what do you do with all those insights you're gathering from prospects and customers?
Rather than leave them collecting dust in Drift, use Zapier to send them to Productboard, where they can be analyzed, linked to related ideas, and prioritized!
Try our ready-made Drift to Productboard Zap!
In this article:
Creating the Zapier trigger
Depending on your workflow, many triggers are available for Drift in Zapier, but we recommend Conversation Closed.
Note: This trigger requires you or a colleague to Close or Close + Leave a conversation in Drift.
Creating the action:
Once you've set a trigger, you can specify the action in Productboard. Typically, this is Create new note.
You can pull in the following information:
- Conversation URL
*Summary pulls the full context of the conversation from both sides: Agent (Drift user) and Customer into Productboard when a conversation is closed in Drift.
Required fields for Productboard notes:
- Processed/unprocessed status
View in Productboard
Got your zap all setup? Here's what you'll see on Productboard's Insights board.
Test this Drift + Productboard zap and give us your thoughts.