About this integration
Appcues Salesforce Integration makes it easy to deliver more personalized and effective in-product experiences. It also enables teams to understand and see how users are interacting with in-product experiences.
- Target and segment in-product experiences based on virtually any attribute in Salesforce—including plan tier, MRR amount, renewal date, and lifecycle stage
- Let sales and service teams see what prospects are doing in-product by updating leads and contacts in Salesforce when users skip, complete, and interact with in-product experiences (flows, checklists, etc.)
- Automatically tag leads and contacts in Salesforce with NPS responses
- Send Appcues survey and event data to Salesforce for automation and analysis
Who can use this feature
💰Salesforce via Appcues is available on Growth and Enterprise plans.
Workflows
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.