All Workflows

Add a User who Completes a Flow to a Salesforce Report

How to set it up
User action
Connected user experience
Sales

About the Workflow

Automatically generate a Salesforce report with users that have completed a specific Appcues flow to use in additional campaigns or to share the data with other members of your team.

Ways to connect

Connect Appcues + Salesforce
Get started
Get started
Get started
Get started

What you need

✅ Appcues

✅ Salesforce

✅ Appcues <> Salesforce Integration

Related Workflows

Launch an Appcues experience to a targeted Salesforce list
In-product experience
Personalization
Customer support
Calculate NPS by account with Salesforce
Feedback
Visibility
Customer support
Track historical Appcues NPS scores in Salesforce
Feedback
Insights
Customer support
Send a Slack message to sales when a trialer completes an Appcues Checklist
User action
Visibility
Sales
How to set it up
Workflow type
User action
Workflow goal
Connected user experience
Workflow for
Sales
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