Userpilot Integrations: How Userpilot Gets Along with Your Tech Stack

Documentation guides can be tricky, so here’s an article on everything you need to know about Userpilot integrations and how you can build better user experiences by sending data from Userpilot to your other apps.

We cover how our one-click integrations work, how to set them up, and which apps Userpilot integrates with. Also, what integrations Userpilot is currently working on, and what you should expect in the future.

If you’re looking for the technical documentation on Userpilot integrations, go here.

Userpilot integrations summary

• Integrations are links between Userpilot and other tools in your stack that enable data communication between Userpilot and other tools.
• This link allows you to convert and send Userpilot flows and their associated data to a format compatible with other products and services.
• Common use cases: get more in-depth analytics across all your tools, give teams access to the same data, target end-users based on data received from Userpilot, and monitor trial to paid conversion rate in your analytics tools
• Userpilot sends the following data to other apps: user flow data, checklist engagement data, and NPS survey data.
• Userpilot supports native integrations and custom integrations set up using webhooks.
• Native Userpilot integrations: Segment, Amplitude, Google Analytics, Google Tag Manager, Heap, Intercom, Kissmetrics, and Mixpanel
• Two-way Userpilot integrations: HubSpot and Salesforce
• Coming soon: two-way integrations with Mixpanel, Amplitude, and Heap
• Coming soon: Slack and Userpilot integration, and Zapier and Userpilot integration
• Need help with enabling an integration? Click on Get Help from the menu and chat with us directly from your Userpilot Dashboard (log in here)
• Don’t have an account with Userpilot? Get a demo and see how Userpilot could be a great addition to your product growth tool stack.

An overview of Userpilot integrations

Userpilot integrates with other popular apps in your tool stack, allowing you to have all the information you need on hand right when you need it. This is to help you focus on flows and not switch and fumble between apps and devices or document data in Excel sheets that get messy and lost.

With our Userpilot integrations, we are simply facilitating links between our product and other apps (ones you most likely use daily!). Such links allow you to convert and send Userpilot flows data to become compatible with other products and services in your own tech stack.

Simply put, integrations are how everything (e.g., apps, products, APIs, devices) connects, allowing you and your team to be more efficient, productive, and agile.

Not finding your tool here? Don’t worry, you can enable any integration using Userpilot webhooks.

Webhooks (AKA callbacks) is a powerful tool to create a custom integration between Userpilot and your own app or third-party systems.

When activated, Userpilot will send real-time notifications to the defined end-point whenever certain events happen. These notifications will happen without any delay to allow you to make time-sensitive data-driven decisions.

How enabling integrations with Userpilot can help your company

In short, when your tools communicate, it’s easier for you to see the big picture and understand the health of your business. Here are a few reasons why integrating Userpilot with other tools in your stack can help:

Create better user experiences

Multiple teams mean multiple tools, which translates into multiple sets of data. Integrating data through links between your apps assures user data visibly across teams and no data silos exist. For example:

• UX teams can understand friction points and improve the product experience.
• Customer success teams can see product usage data in their CRM and can better identify upselling opportunities by understanding user behavior.
• Have all the data in one analytics tool for all your team to access in one place (achievable with Segment integration).

Improve team productivity

Having two different sets of data in two different tools doesn’t help you make informed decisions when it comes to engaging users and optimizing metrics.

Don’t waste your team’s time manually entering data and re-doing work that could have been automated.

Userpilot allows for 1-click integration with popular tools in your stack so user data from Userpilot is automatically visible in your analytics tools, for example.

Analyze product usage behavior deeply

Userpilot analytics features are powerful on their own – event tracking, funnel analysis, retention analysis, custom analytics dashboards, heatmaps, and path analysis for different user segments, among many other features.

But when you also enable integrations, you can analyze data based on your end-users’ data info and assess how users from different sources are engaging with your in-app flows and when events are triggered, inside of your other analytics tools.

You can also make charts to monitor flows over time and spot various trends, like which users convert from a free trial to a paid account.

Sending this data to your analytics tools or your CRM can help your customer success team proactively reach out to inactive users.

Optimize process flows

Target end-users based on their data status such as sending follow-up emails and sending shoutouts based on their NPS score. In the end, you can do everything with one tool (such as sending emails to your users in-app).

Making sure your tools properly integrate will help you optimize your processes and scale more easily.

What data is Userpilot sending to other apps you integrate with?

Most Userpilot integrations are a one-way integration type, except for the HubSpot and Salesforce integrations, which are two-way.

Meaning, that Userpilot sends data triggered by events to the tools you’ve chosen to connect with so you can find everything in one (or fewer) places.

Events are interactions between the end-user/customers and Userpilot content. Here’s a breakdown of what kind of event data Userpilot sends to other apps in your stack.

User flows data

Userpilot flows are experiences you set for engagement, triggered in real-time that show up while a user is using your product.

Flows consist of a series of steps designed to onboard, guide, engage, and educate your users.

For example, are you trying to turn your customers’ attention to a certain feature they haven’t taken advantage of yet? Or are you trying to explain a workflow that they are struggling with?

Those are flows, and they include checklists, modals, tooltips, and combinations of these UI patterns.

Here is how flows and their event data are triggered in Userpilot

• Userpilot Flow (started): a trigger when a user starts a flow.
• Userpilot Flow (step): a trigger when a user completes a step in a flow.
• Userpilot Flow (dismissed): a trigger when a user dismisses a flow.
• Userpilot Flow (completed): a trigger when a user completes a flow.

Checklists

Checklists are a super popular way of helping your users stay on task on their journey to activation, triggering events along the way. For example, a great onboarding checklist guides your users through key features of your product and helps them get value from the apps right away.

If data in your analytics tools show a low customer engagement score and/or a specific user segment hasn’t engaged with your product’s core features, checklists will help drive engagement and with the help of Userpilot integrations, you can track progress directly inside your analytics tools.

These events are sent when the user engages with checklists

• Userpilot Checklist (started): sent when a user starts a checklist.
• Userpilot Checklist (task completed): sent when a user completes a task.
• Userpilot Checklist (completed): sent when a user completes a checklist.
• Userpilot Checklist (dismissed): sent when a user dismisses a checklist.

NPS events

Net Promoter Score (NPS) is a customer loyalty and satisfaction metric derived from asking how likely your customers are to recommend your product to others. The scale runs as below.

The events triggered and sent from NPS surveys

• Userpilot NPS (ask later): a trigger for when a user snoozes the survey.
• Userpilot NPS (score): a trigger for when a user submits a score.
• Userpilot NPS (feedback): a trigger for when a user provides feedback.

How to enable native integrations in Userpilot?

As we mentioned earlier, building integrations between apps can take weeks of custom work when led by your engineering team if you don’t have streamlined third-party integrations already set in place for the apps you use.

Spare your engineering team precious time as enabling integrations powered by Userpilot is simple.

You can get fully up and running without having to load any custom scripts. Check out the steps below to find out how to get started.

Userpilot integrations step #1

Go to the account integrations page available in the Configure menu of your Userpilot’s dashboard. Activate or deactivate integrations with a click of a button!

Userpilot integrations step #2

Head to the integrations page in your Userpilot settings, and click on one of the available options such as Google Analytics or Kissmetrics.

When you choose and click on an app, such as Amplitude, for example, you will see the following message:

Click “Enable” to activate the integration.

Userpilot integrations step #3

Once your integration is live, you should see a success message in the top right corner as so:

And voila! Getting your apps synced up is as easy as that.

How to enable integrations using Webhooks in Userpilot?

Navigate to the Integrations page under Configure, then to the Webhooks tab. From here:

1. Click on Create Webhook to initiate the creation pop-up.
2. Give your Webhook a descriptive name and specify the endpoint where your events will be sent.

1. Click Create.
2. Select the Events that you would like to send in your Webhook from the Events list.
3. You can also include up to 10 user/company properties and a secret token to secure your requests.

Note: We strongly recommend including the secret token to ensure requests are coming from Userpilot and nobody else. The complexity of this secret will vary based on your security protocol requirements.

6.  Toggle the Event so that the events are sent live.

7. Click on Save and toggle the Status column to enable the Webhook.

Important note: Make sure your event is toggled before saving or the events won’t be sent

You can find our Webhooks technical documentation here, for more details.

Need help with your Userpilot integration? No problem!

Userpilot integrations should work out of the box. But in the unlikely event that you are struggling to enable integrations, our team is on standby, ready to help.

There are two main ways to get help:

Option 1: Click on the “Get Help” widget (shown below) to open the in-app resource center chat with our team.

Our built-in Resource Center will pop up and you only need to click the Chat with Us option. (by the way, you can build one inside your app too, using Userpilot!)

Option 2: Read our in-depth knowledge base documentation articles to find out more technical details about Userpilot integrations.

Userpilot integrations with other tools

Userpilot offers integrations with the following apps:

• HubSpot integration.
• Salesforce integration.
• Amplitude integration.
• Google Analytics integration.
• Google Tag Manager integration.
• Segment integration.
• Heap integration.
• Intercom integration.
• Kissmetrics integration.
• Mixpanel integration.
• coming soon: Zapier, Slack.

To get started, be sure you have a Userpilot account and an account for the tool you want to connect with. Then make sure the JavaScript scripts are fully installed across your pages.

Only with your accounts fully locked and loaded can you actually start integrating them!

Suggest an app Userpilot should integrate with

If you don’t see the app you’re looking for, feel free to send us your feedback and let us know!

Once you’ve clicked on “Suggest an integration”, a small input box will popup right inside the app.

Add the product’s name and as many details as you’d like and shoot them over to us! This will go directly to our team so we can review your suggestions and work toward making Userpilot integrations as useful and streamlined as possible for you.

What apps would you like to see?

HubSpot and Userpilot integration

Userpilot offers bi-directional integration with HubSpot. This means that Userpilot both sends and receives data to/from HubSpot.

Note: HubSpot integration is only available on Userpilot’s Growth or Enterprise plans.

HubSpot as a data destination

Configuring HubSpot as a data destination will allow you to leverage events created and tracked in Userpilot to better target and tailor HubSpot campaigns. In other words,  you’ll get access to data about everything that happens in-app, inside your HubSpot account.

Use case examples:

• Mark hot deals based on product feature usage.
• Trigger email campaigns for users who complete an onboarding flow.
• Trigger email campaigns for users who gave an NPS score of less than 7.

When certain events are tracked by Userpilot, such as when a flow is started or a checklist task is completed, they’ll be posted on the contact’s Activity tab in HubSpot. These events can also be used in Workflows.

HubSpot as a data source

Configuring HubSpot as a data source will allow you to leverage your HubSpot lists to be used in Userpilot’s audience segmentation.

Use case examples:

• Automatically define Enterprise trial accounts in Userpilot.
• Schedule sales calls with hot leads in-app through Userpilot content.
• Define segments for new leads coming from a specific marketing campaign.

Steps to setup HubSpot integration in Userpilot

1. Sign in to Userpilot and navigate to the product you want to integrate HubSpot with.

2. Head over to the Integrations page and click on the “HubSpot” Integration.

3. Connect HubSpot by choosing the account you want to sync with using OAuth.

4. Configure object mapping between HubSpot contacts/companies and Userpilot users/companies. This is how Userpilot will recognize that the user/company in Userpilot is the same contact/company in HubSpot.

5. Define which properties on the HubSpot list should be synced to Userpilot to use in targeting and segmentation.

6. Data sync will be available once you click save and activate the integration. You can access the settings anytime you want by going to the Integrations dashboard in Userpilot. Certain contact/company properties can be selected not to be synced to Userpilot depending on the use case and can be turned on or off.

7. The HubSpot data should start flowing to Userpilot and be displayed on the “Events & Properties” page as well as in the segmentation drop-down menus.

8. For a bi-directional setup, make sure to toggle ON all data that you wish Userpilot to send to HubSpot (Checklists, Flows, NPS, Forms, Feature tags, Button Tracked events).

Salesforce and Userpilot integration

Userpilot offers bi-directional integration with Salesforce. This means that Userpilot both sends and receives data to/from Salesforce.

Note: Salesforce integration is only available on Userpilot’s Enterprise plan.

Salesforce as a data destination

Choosing Salesforce as a data destination will enable companies to send the following data from Userpilot to their Salesforce account:

• Flows.
• Checklists.
• NPS.
• Surveys.
• Forms.
• Feature tags.
• Button tracked events.

Use case examples:

• Send emails from Salesforce based on user interactions with Userpilot content.
• Display Userpilot events in the Activity tab of Contacts and Leads in Salesforce.
• Send NPS scores and feedback from Userpilot to Salesforce, enabling more targeted customer outreach.
• Automation of workflows and profile details viewing.

Salesforce as a data source

You can send the user attributes data from your Salesforce account to your Userpilot one. With such information on your hands, you can achieve the following use cases:

• Create detailed customer segments in Userpilot.
• Personalize onboarding and in-app experiences in Userpilot by using the attributes retrieved from Salesforce data.
• Update attributes created on Salesforce to Userpilot.

Steps to setup Salesforce integration in Userpilot

Connecting both these tools is an easy process, just follow the below steps:

1. Head over to Userpilot’s integration page and click on the Salesforce integration.
2. Clicking on this will give you the option to either connect Userpilot to the Production or Sandbox. After this, you’ll be navigated to Salesforce to install the package and approve third-party settings.

3. Go back to Userpilot and you’ll find the integration enabled. Then, select your data direction – both ways, Salesforce to Userpilot, or Userpilot to Salesforce.
4. Next, map the user and company properties. This can be done in three ways: use user ID property, user email address, or company ID property.
5. Choose the data and events to synchronize between the two tools.

Intercom and Userpilot integration

Intercom is a Live Chat messenger SaaS tool that also serves us customer-loving bots, apps, product tours, and more. It helps you boost customer satisfaction with self-serve and proactive support on the fly.

That means, the second a user has a question or a concern, they can easily get in touch with you using Intercom’s chat for example.

Even further, Intercom lets you send automated onboarding tips email sequences which can reduce the odds of users getting stuck at a certain stage before completing all your in-app experiences

For example, have you considered trying a “Come back” email sequence?

With Userpilot data sent through Intercom integration, you know which users are inactive and can get in touch with them via email before they churn and give your Userpilot experiences a second chance to get them to their activation point.

As mentioned, take advantage of the 1-click integration between Intercom and Userpilot. Simply visit the Account integrations page and hit the Intercom integration box when you see it.

Google Analytics and Userpilot integration

Google Analytics (GA) is the creme de la crop for reporting and analyzing your site’s web traffic and lets you measure how users interact with each page of your website content.

So what’s the best use case between Google Analytics and Userpilot integrations?

• Use GA to track metrics for the mobile version of your app while using Userpilot to track the web app.
• Find out how users who came from a certain advertising campaign are engaging with your experiences.
• See how different acquisition channels affect overall user interactions.

Once you’ve gotten started with one-click integration, Userpilot will detect the GA product library and automatically start sending Userpilot experiences data to your GA account (on pages where the GA script is present and working).

Amplitude and Userpilot integration

Amplitude helps your business not only see but also predict which combination of features and actions translates to better business outcomes.

When integrated with just one click, you can deeply analyze each Userpilot experience in terms of performance and impact.

For example, you can:

• Segment your end-users based on their behaviors and engagement.
• Readjust your flows based on how churned customers were interacting with your experiences.
• Measure your experiences’ impact based on increasing new user retention.

Mixpanel and Userpilot integration

Mixpanel is an advanced analytics platform that was designed to help companies and organizations of every size monitor and analyze customer actions.

It measures each step taken by customers who enter your app and shows you everything they are doing in it.

Mixpanel helps you go above and beyond by showing you which features are popular, who your power users are, and the behaviors tied to long-term retention.

If your product has a mobile version, integrate with Mixpanel with just one click and gather retention and segmentation data, then compare it with the web app analytics from Userpilot.

Mixpanel can help you identify which steps users get stuck on so you know which areas to improve upon with Userpilot in-app experiences.

Heap and Userpilot integration

Heap is a digital insights platform that helps you easily see valuable insights that are hidden in your user data so you can optimize user journeys.

The platform helps your business remove money-wasting bottlenecks and enjoy a single comprehensive view of your customers.

When you can capture all user interactions on this customer engagement platform, you’ll be able to understand your users better. You can integrate both mobile and web sessions into Heap and tie everything to a single user.

You can also analyze a user based on their customer data: age, email address, payment plan, and total revenue, among others.

Heap is a fantastic product analytics tool. It’s easy to set up, and even easier to start gaining valuable insights into your users’ behavior. That’s why it deserves a place on our list of the best customer engagement software.

When Userpilot is powered by Heap, the software automatically collects, organizes, analyzes, and connects customer data, so you can create more valuable experiences with Userpilot’s in-app marketing.

Segment and Userpilot integration

You’re going to want a Userpilot and Segment integration! That’s because Segment is the platform that helps you collect, unify, and connect your customer data.

To use Segment as a data source, Segment directly integrates with Userpilot on their platform, so make sure it’s synced to Userpilot before you get started.

To be clear, that means you need to already have a Segment and a Userpilot account up and running.

To use Segment as a data destination, enable Segment with a single click on Userpilot, then Userpilot events will automatically be synced to your Segment account.

After that, you can track user actions like logging in, opening emails, or checkouts. The Segment event viewer shows you what impact your Userpilot in-app flows are having.

Google Tag Manager and Userpilot integration

While Google Analytics uses tags to help it collect user data, Tag Manager makes it easier for you to create and implement these tags.

So, Google Tag Manager is a free tool that provides an interface for creating and tracking all the tags your site needs and is a good alternative for those who want to track events.

It can show you how much revenue a visitor generated, for example.

With such valuable information, you can make the right changes to your in-app marketing to continually boost LTV over time.

Upcoming integrations in Userpilot

Two-way integration allows information to be sent back and forth between two apps-sort of like they’re talking to each other on walkie-talkies (rather than one just texting the other information).

Two-way integration support will be added for Mixpanel, Amplitude, and Heap. Other upcoming integrations include:

Zapier

Speaking of integration, that’s kind of Zapier’s thing. Zapier is a tool that helps you automate repetitive tasks between two or more apps without code. When an event happens in one app, Zapier can tell another app to perform (or do) a particular action.

With Userpilot powered by Zapier, you can easily integrate with any additional app not listed in this post today. That means an infinite amount of apps become available to you with just one click and a “zap,” the term Zapier likes to use. Less work for your engineers, more productivity for your team.

Slack

Slack is a communication tool that offers real-time messaging. In the world of remote work, it’s become incredibly popular for keeping team communication alive, with messages that are accessible and searchable. We call this an “online collaboration tool” which helps facilitate a more coordinated workflow through file sharing, task assignments, and project collaboration.

With Slack’s ability to send automated notifications, you can now get a notification inside Slack when a Userpilot user hits a certain milestone. Then you can do a little celebration dance, no?

One-click third-party integrations to the rescue

We hope this article clarifies all the details on the apps Userpilot integrates with, how to set up these integrations, and what to expect to be available soon.

Just head to the integrations page in your Userpilot settings, and click on one of the available options we discussed here today to get started.

If you’re already using Segment, Amplitude, or other tools Userpilot integrates with, but aren’t using Userpilot yet, you might be missing out. Get a Userpilot demo and see how you can drive product growth in-app.