Appcues + Salesforce

Pass user and account properties for better targeting and enable teams to see how users are interacting with in-product experiences.
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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.

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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