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Configure Drift

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About

Drift Integration makes your live chat as powerful as any marketing channel—just link your Drift account and RevSure auto-ingests every conversation, capturing engagement signals, lead attributes, and conversion events for our predictive models. Harness these chat-level insights to tie conversational touch-points directly to pipeline outcomes, optimize your messaging with data-driven precision, and unlock a new revenue channel that turbocharges your GTM strategy.

Steps to Setup

  1. Navigate to Revsure App and Click "Data Hub"

  1. Click "Data Sources"

  1. Click "Add New"

  1. Click on DRIFT from the list of Sources

  1. Set the "Connection Name" for Drift

  1. Navigate to the Drift app and check the Org ID.
    Fill the same in the "Drift Org Id" field.

  1. Use the Sync Historical Data Date Widget to fill in the date from which we want data to be pulled

  1. Click "Connect" to Save the Connection

  1. This will open a pop-up to check the Permissions and authorize the Connection

  1. Click "Authorize App"

  1. Click "Confirm Mapping"

  1. Click "CONFIRM"