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Switching from Drift to Intercom

Learn how to easily switch from Drift to Intercom in this guide.

Liam Keegan avatar
Written by Liam Keegan
Updated over 3 months ago

Switching from Drift to Intercom is easy. You’ll spend less time ‘building’ bots and setting up ‘playbooks’, and more time on converting your qualified leads into customers.

You can start capturing, qualifying and converting more leads quickly. Here’s how to get started:

Keep your leads’ and users’ details 

To get started, you can easily import your users and leads from Drift to Intercom. 

Automatically qualify your leads in seconds

You were probably using Drift’s bot, LeadBot, before. To set it up, you had to feed it questions, keywords and create a bot for every new scenario.

Use Automation Basics to automatically capturing and qualifying your leads in seconds.

Nurture leads with with targeted messages

Converting your leads into paying customers takes more than booking meetings.

When you used Drift, you used ‘playbooks’ to send messages to your leads. With Intercom, you can create an intelligent series of messages based on any data or behavior, to encourage your leads or users to take the next steps or to complete a goal. 

You can also A/B test your auto messages to capture more leads, and choose from different message styles to better engage them. 

Convert leads with the inbox for sales teams 

With our Help Desk, you can see every interaction with each lead - from when they first chat with you to when they become a paying customer.

Here are just some of the ways sales teams can benefit from Intercom Help Desk:

  • See your leads’ qualification progress, recent conversations, and Salesforce data all in the inbox.

  • Assign your leads evenly among your team round robin style.

  • Set reminders to follow up with leads by snoozing conversations.

  • Answer leads faster with macros.

Capture and convert more leads with apps

You can generate quality leads faster by using apps from the Intercom App Store. You can add apps to your Messenger home to nurture leads faster, and you can share some apps in conversations.

Here are some apps you can use to grow your business faster:

Everything you need to

with Intercom Academy.

Connect with your favourite sales tools

You can help your sales team convert leads faster by integrating their favourite tools with Intercom. 

Send leads to Salesforce automatically

If you were using Drift’s integration with Salesforce, you could send your leads and conversations to Salesforce. You can do the same, and more, with our Salesforce integration. You can:

  • Send leads to Salesforce automatically, or manually with a single click.

  • Sync your Intercom data continuously with Salesforce.

  • Automatically assign Salesforce leads to the right owners in Intercom.

  • Add your leads to nurture campaigns automatically based on their Salesforce status.

  • Answer your leads in a more personal way by seeing their Salesforce data within Intercom.

You can also integrate with Marketo, Facebook, and more. Check out our app store.


💡Tip

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