Bulk Enroll Leads in Salesforce and Drift

Enroll Leads in Drift Sequences (Salesforce and Drift enroll)

You can enroll contacts into an email sequence in both Drift and in Salesforce so you can target all of your company’s known leads.

Enroll Leads in Drift:

You can enroll your contacts into a sequence directly from the contacts view in your Drift account! Good news is: It’s super easy

You can bulk enroll leads by:

  1. Heading to your contacts view in your account
  2. Choosing the users you want to enroll in your sequence
  3. Clicking “Enroll in Sequence”
  4. Choosing which Sequence playbook you’d like to enroll your users in.

Simple as that!

You don’t need to have the Chrome extension downloaded to enroll leads in a sequence from Drift!

You can enroll leads in a sequence individually by:

  1. Heading to your contacts view in your account
  2. Clicking on the contact record of a user you want to include in a sequence
  3. Clicking “Enroll in Sequence”
  4. Choosing which sequence Playbook you’d like to enroll your lead in!

Enroll Leads in Salesforce

Enrolling leads in Salesforce is an easy way to keep all of your processes in one place, if you’d rather enroll leads in sequences outside of Drift. The process is just as simple  as enrolling leads in a sequence in Drift!

  • In your salesforce account, choose a list of leads you’d like to enroll in your sequence
  • From your list, you can choose who to send your sequences to and click “Enroll in Sequence”
Not seeing the “Enroll in sequence” button? Here's some troubleshooting to help you get back on track.
  • Choose which email sequence you’d like to enroll your leads in
  • If you’ve enrolled new leads in a contact, you’ll get a confirmation message once you choose which OR you’ll receive an error message if some of your leads are already enrolled in a sequence. Find out more about our smart enrollment here!


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