🎉  Userflow joins forces with Beamer to create all-in-one growth toolkit

Read more
blog single image
blog single image
Userflow Updates

Salesforce integration

blog author
Sebastian Seilund

March 1, 2023

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.

edit-object-mapping

Read more in our Salesforce guide

2 min 33 sec. read

blog single image
Userflow Updates

Salesforce integration

blog author
Sebastian Seilund

March 1, 2023

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.

edit-object-mapping

Read more in our Salesforce guide

2 min 33 sec. read

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.

edit-object-mapping

Read more in our Salesforce guide

About the author

Co-Founder of Userflow

Sebastian Seilund is the co-founder and former CEO of Userflow, where he built one of the leading user onboarding platforms for SaaS companies. With experience as a software engineer at Google and having founded multiple successful software companies, including Denmark's first user-friendly accounting software, Sebastian brings deep technical expertise to discussions about product-led growth and user experience.

Effortless Onboarding,
Powerful Results

Try the most-loved user onboarding product on the market.

CASE STUDIES

All case studies
iconicon

Evocalize

a case study

How Evocalize Boosted Product Adoption and Engagement With Userflow 

Learn how
iconicon

Visma Dinero

a case study

How Visma Dinero provides 24/7 onboarding and support with in-app content and AI Assistant.

Learn how
iconicon

Iteratively

a case study

How Iteratively gives users an awesome first-time experience

Learn how
iconicon