Drift → ChatGPT → Salesforce: Chatbot Lead Qualifier

Configure Drift to capture all chatbot conversation transcripts including visitor metadata such as company name, page visited, and referral source. Set up conversation-end webhooks that fire when a visitor completes a qualifying interaction or requests human handoff. Include the full conversation tree so the AI can assess engagement depth.

Analyze the conversation transcript with ChatGPT to extract buying signals, identify pain points, determine budget and timeline indicators, and assign a lead score. Generate a structured qualification summary following your BANT or MEDDIC framework. The AI also flags conversations that indicate competitive evaluation or urgent needs.

Push the qualified lead data into Salesforce with the AI-generated score, qualification notes, and conversation summary. Automatically assign leads to the appropriate sales rep based on territory or product interest and trigger a follow-up task with the recommended next action. High-scoring leads generate immediate Slack notifications to the assigned rep.