Data Sources Beginner

Connect Drift to clariBI

2 min read Updated June 09, 2026
Connect Drift to clariBI with your access token to sync conversations (status, created date, contact), read-only, with auto-generated dashboards next to your business data.

Connect Drift to clariBI with your access token to sync conversations (status, created date, contact), read-only, with auto-generated dashboards next to your business data.

What is Drift?

Drift is a conversational marketing and live-chat platform that captures conversations with website visitors and routes them to sales.

clariBI reads Drift through its REST API using your own access token: your conversations with their status, contact and created date. Access is read-only, and clariBI never sends a message or changes anything in your Drift account.

How to connect Drift

  1. Open Data Sources in clariBI. In clariBI, go to Data SourcesAdd Data Source, find Drift, and paste your Drift access token (from the Drift Developer settings for your app). The token is Fernet-encrypted at rest.
  2. Sync your conversations. clariBI paginates your full conversation list and reads it read-only.
  3. Sync, then get dashboards. clariBI syncs the conversations, preprocesses them, and builds an insights dashboard. Ask "Did chat volume rise before our best sales weeks?" and the AI engine queries the synced conversations alongside your business data.

What you can analyze

  • Conversation volume created over time
  • Conversations by status (open, closed)
  • Daily and weekly chat cadence
  • New contacts engaged through chat
  • Chat volume lined up with pipeline or revenue by date
  • Cross-source: conversations → pipeline → revenue

What gets synced

clariBI pulls your conversations through the Drift REST API, paginates the full list, lands it as a preprocessed dataset, and refreshes it on your schedule. Access is read-only.

clariBI syncs each conversation with its created date, status and contact, then builds an insights dashboard you can query, extend, or pull into reports.

clariBI only ever reads. It never sends a message or changes anything in your Drift account.

Questions across your other data

Once your records are synced, the AI engine can join them to the rest of your business data. A few examples:

PairingQuestionHow clariBI answers
Drift × Pipeline"Did the weeks with more conversations open more pipeline?"Planner: read conversation volume per week from Drift, align to pipeline created by week, and report how closely they tracked.
Drift × Revenue"Do contacts who chatted convert to revenue faster?"Planner: read conversation contacts and dates from Drift, join to closed revenue by contact, and report the lag.

Frequently asked questions

What do I need to connect Drift?

A Drift access token, created in the Drift Developer settings for your app. You paste it into clariBI once; it is Fernet-encrypted at rest.

Can clariBI send messages or change my conversations?

No. The connector only reads your conversations. It never sends a message or changes anything in your Drift account.

Which clariBI plan includes the Drift connector?

Data-source connectors are available on the Trial, Starter, Professional, and Enterprise plans. You can connect Drift during the free 14-day trial.

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