This is a Managed App Connector.
Prerequisites#
Create a Drift account.
Supported authentication methods#
API personal access token
OAuth2
Related resources#
Refer to Drift's API documentation for more information about the service.
Using API personal access token#
To configure this credential, you'll need:
A Personal Access Token: To get a token, create a Drift app. Install the app to generate an OAuth Access token. Add this to the Calero Automations credential as your Personal Access Token.
Using OAuth2#
If you need to configure OAuth2 from scratch or need more detail on what's happening in the OAuth web flow, refer to the instructions in the Drift Authentication and Scopes documentation to set up OAuth for your app.
Onboard This Managed App Connector
Go to SaaS Management > Applications.
Select Add Integration.
From the Vendors tab, select the card with the vendor's name.
From the API tab, enter the field(s) you copy/saved above.
If your company has more than one instance (or “tenant”) of this application, you will also be prompted for a Connection Alias.
Select the Authorize button.
SUCCESS!
You will now be redirected to the Integrations page in Calero.com, where the data sync will continue in the background, and you can monitor progress.
SUGGESTION:
Access Help through your Calero.com instance if links between articles return errors or if there are fewer sections in the Help menu than expected. Doing so will ensure you see all Help articles.