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Welcome to Datagrid
Welcome to Datagrid
Drift

Drift

The Drift connector allows you to seamlessly pull data from your Drift account into Datagrid. This integration enables you to leverage Datagrid's powerful data analysis and visualization tools with your Drift data, providing enhanced insights and reporting capabilities for your sales and marketing efforts.

1. How-to

1. Prerequisites

To configure the Drift connector, follow these steps:

  • An active Drift account with the necessary permissions to access the data you want to import into Datagrid.
  • A Drift API key. You can generate this from your Drift account settings under "Settings" -> "API".
  • Select the data you want to import into Datagrid

2. Connect

Creating a dataset from the Drift connector involves selecting the specific data you want to import via Drift:

  1. Connect Drift App: a. Click on the "+ Create” Button on the top left of the screen. b. Select the "Connect Apps" item. c. Search for the Drift connector from the list. d. Log in with your Drift account. Drift may prompt you to authorize Datagrid's access to your Drift data. Grant the necessary permissions to proceed. e. Click on the “Next” button.
  2. Pick your Data: a. Pick the Drift data you want to include in your dataset (e.g., Contacts, Conversations, Events). b. Click the “Start First Import” Button to start syncing your Drift dataset.

3. Set Up a Schedule

Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from Drift:

  1. Navigate to Drift Dataset: a. Go to the left side panel and locate and click on the Drift dataset you created.
  2. Schedule Settings: a. Click on the “...” on the top right of the dataset. b. Click on “Edit Pipeline” to edit your connector's name. c. Click the “Schedule” button on the right, beside the “Import Configuration” button.
  3. Configure Schedule: a. Set the desired frequency for data pulls (e.g., daily, weekly, monthly). b. Specify the time of day for the data pull to occur. c. Specify downtime if needed – when the sync should not happen. d. Click the “Update” button to update the new configuration.

2. Data Access

  • Contacts
  • Conversations
  • Events
  • Messages
  • Playbooks
  • Attributes
  • Goals

3. Use Cases

  • Lead Generation Analysis: Use Datagrid to analyze Drift's contact data to track lead generation metrics, identify high-performing channels, and optimize lead generation strategies.
  • Conversation Analysis: Integrate Drift's conversation data with contact data in Datagrid to track conversation volume, identify common questions, and improve customer engagement.
  • Sales Performance Tracking: Combine Drift's sales data with conversation data in Datagrid to track sales performance, identify top-performing sales reps, and optimize sales strategies.
  • Customer Support Optimization: Use Datagrid to analyze Drift's customer support data to identify common issues, track customer satisfaction, and improve customer support strategies.
  • Marketing Campaign Analysis: Integrate Drift's marketing data with other business data in Datagrid to track campaign performance, identify high-performing campaigns, and optimize marketing strategies.

4. FAQ

Q: What types of data can I import from Drift into Datagrid?

  • A: You can import a wide range of data, including contacts, conversations, events, messages, playbooks, attributes, and goals.

Q: How often can I schedule data pulls from Drift?

  • A: You can schedule data pulls daily, weekly, or monthly, depending on your needs.

Q: What permissions are required to connect Drift to Datagrid?

  • A: You need an active Drift account with the necessary permissions to access the data you want to import into Datagrid. Ensure you have the correct API key.

5. Support & Additional Resources