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Integrating Drift

Capabilities

DataGrail's Drift integration provides the following capabilities:

ProductCapability
Request Manager
Request TypesAccess, Deletion
Identifier CategoriesEmail

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

  • DataGrail User Role: Super Admin, Connections Manager
  • Drift User Role: Admin

Connect to DataGrail

  1. Select Login to Configure.
  2. Select your desired Asynchronous Deletion Behavior.
Drift Deletion Behavior Configuration

Mark integration as complete when a deletion request is successfully submitted: The Drift Integration will be marked as "complete" as soon as the deletion request is submitted to Drift.

Continue processing until the deletion request is completed (default behavior): The Drift Integration will show a "processing" status until the Drift deletion is complete.

  1. Log in to Drift if prompted, and select Authorize App to grant the necessary permissions to DataGrail:
Required OAuth Scopes
  • Access information about and query contacts
  • Ability to read all contacts / leads
  • Modify and add contacts
  • Read and listen to conversations and playbook goals
  • Access information about users and user updates
  • Modify users
  • Submit data retrieval requests
  • Submit data deletion requests

Next Steps

Now that you've successfully connected the integration, check out the following resources:

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Drift integration uses the Drift v1.7 API:
Access TypeAsynchronous
Deletion TypeAsynchronous (Whole Record)

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.

 

Need help?
If you have any questions, please reach out to your dedicated Account Manager or contact us at support@datagrail.io.

Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.