Drift SMS Automation
When a Drift chat is handed to a human, this workflow sends a quick SMS to schedule the call and alerts your AE. More meetings from conversations, automatically.
Why This Workflow Matters
Great chats shouldn’t stall when a bot hands off to a human. This automation steps in the moment a handoff happens, tagging the contact and sending a friendly SMS that makes it easy to book a call. Prospects get a fast, simple next step, your team gets notified, and more conversations turn into meetings.
How The Automation Works
- Trigger: Drift conversation handoff to human
- Entry Conditions: hand_off = true
- Tags/Fields Created: tag: drift_handoff
- ActiveCampaign Steps: Send SMS to prospect offering schedule -> notify AE
- SMS Sent (via D7): {'method': 'POST', 'url': 'https://api.d7networks.com/sms/send', 'body': "{ 'to':'{{phone}}','content':'Thanks for chatting — reply BOOK to schedule a call.' }"}
- Exit Conditions: BOOK or no-response
- Goal: Chat to meeting
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| Trigger fires | Drift conversation handoff to human | Captures the exact moment a prospect expects human follow-up. |
| Entry check | hand_off = true | Ensures only real handoffs enter the automation. |
| Tag applied | drift_handoff | Keeps your CRM organized and makes reporting easy. |
| Send SMS via D7 with scheduling prompt | Gives prospects a fast, convenient way to book by replying BOOK. | |
| Wait for reply | Allows time for the prospect to respond on their terms. | |
| If BOOK, notify AE | Your AE is alerted immediately to move the meeting forward. | |
| Exit on BOOK | no-response | Clear, clean endpoints aligned to your goal. |
SMS Message Variations
- Thanks for chatting! Reply BOOK to schedule a quick call.
- Appreciate the chat reply BOOK and we’ll get your call on the calendar.
- Great talking! Text BOOK to lock in a time that works for you.
Who This Workflow is For
- Sales and marketing teams using Drift who want more meetings from live chats
- B2B companies with AEs who need fast handoffs from chat to calendar
- SaaS, agencies, and service businesses that rely on scheduled demos or consults
- Any business using ActiveCampaign that wants to turn chat energy into booked calls
