We’re more than excited to unveil a long-awaited feature: Salesforce integration!
With the new Userflow-Salesforce integration you can:
- Sync contact/account fields from Salesforce into Userflow, which you can use to e.g. target flows.
- Sync user/company fields from Userflow into Salesforce. Example: When you bind an NPS question to a user attribute in Userflow, the NPS value can be immediately brought into Salesforce.
- Stream events generated by userflow, such as Flow Started and Checklist Task Completed, into contacts’ and accounts’ Activity tabs in Salesforce.
It’s super easy to set up. Simply find and add Salesforce under Settings → Integrations → Add integration. Connect with your Salesforce account. Choose how to match objects (e.g. via email), and chose which fields you want to sync in either direction.