
Drift for Real-Time Conversational Marketing
Turn Live Chat Into Pipeline With AI and Account‑Based Routing

Drift helps B2B brands engage site visitors, book meetings, and qualify leads through intelligent chat. We configure Drift for custom playbooks, lead routing, and CRM integration—converting high-intent traffic in real time.
What Makes Drift the Smart Choice for Conversational Conversions
Targeted Chat Playbooks for Each Buyer Segment
We build tailored scripts and paths for cold traffic, existing leads, and named accounts.
Real-Time Lead Qualification & Routing
We use forms, logic, and firmographic data to assign leads instantly to the right sales rep.
Automated Meeting Booking
We embed calendar integration directly into chat to schedule calls with zero friction.
AI-Powered Chatbot Setup
We configure Drift’s GPT-based chat assistant to answer FAQs, route inquiries, and push resources.
CRM and ABM Platform Sync
We connect Drift to HubSpot, Salesforce, and 6sense for lead sync and account targeting.
Chat Performance Reporting
We track booked meetings, drop-offs, conversation ratings, and rep response times.
Ready to Automate & Scale?
Let’s Get Started!
Elevate your business with Optez's tailored IT solutions and automation expertise. Take the next step towards digital growth and success.