Salesforce + Userpilot

Create granular segments & personalized in-app experiences within Userpilot.

Improve lead scoring, create better lists, and see the in-app activity of your leads within Salesforce.

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  • 2-way native integration
  • Available on the Enterprise plan

Sending Userpilot data to Salesforce

Send Userpilot data such as survey responses, events, and engagement with product tours & checklists. 

Sample use cases:

  • Create lists in Salesforce and trigger targeted email campaigns based on how users interact with your in-app content
  • Improve lead scoring and assign high-activity leads (PQLs) to the right sales reps
  • Make Salesforce the ‘single source of truth’
  • Offer help to enterprise prospects who interact with the same product tour multiple times

Sending Salesforce data to Userpilot

Send Contact/Account properties to Userpilot to create personalized in-app guides and better segments.

Sample use cases:

  • Create in-app guides and segments based on any Salesforce Contact/Account properties — such as revenue, plan, company size, and renewal date
  • Trigger in-app content in real-time based on changes in Salesforce company/contact properties, e.g., congratulating users on an upgrade and showing new features they have unlocked

Integrate Salesforce with Userpilot

View Help Doc

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