{"id":169358,"date":"2024-02-14T08:30:21","date_gmt":"2024-02-14T08:30:21","guid":{"rendered":"https:\/\/userpilot.com\/blog\/userpilot-salesforce-integration\/"},"modified":"2026-04-06T16:08:13","modified_gmt":"2026-04-06T16:08:13","slug":"userpilot-salesforce-integration","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/userpilot-salesforce-integration\/","title":{"rendered":"Userpilot <> Salesforce Integration: What Is It and How Can It Help Your SaaS Company?"},"content":{"rendered":"<p>Are you a Salesforce or HubSpot user? For <a href=\"https:\/\/userpilot.com\/\">Userpilot<\/a> customers, it doesn&#8217;t matter anymore. We have offered HubSpot integration since June 2023, and have just released the 2-way Userpilot Salesforce integration.<\/p>\n<p>Let&#8217;s see how <a href=\"https:\/\/userpilot.com\/role\/product-management\" target=\"_blank\" rel=\"noopener noreferrer\">product teams <\/a>can leverage it to build better products and deliver excellent customer experience.<\/p>\n<h2 id=\"bpdoq\">Overview of Userpilot Salesforce integration<\/h2>\n<ul>\n<li>Userpilot is a product growth platform that allows you to track and <a href=\"https:\/\/userpilot.com\/blog\/user-behavioral-analysis\/\" target=\"_blank\" rel=\"noopener noreferrer\">analyze user behavior, <\/a>collect feedback, and create in-app experiences to drive <a href=\"https:\/\/userpilot.com\/blog\/increase-user-engagement\/\" target=\"_blank\" rel=\"noopener noreferrer\">user engagement. <\/a><\/li>\n<li>Salesforce is a CRM system. It enables teams to manage leads and automate customer service and <a href=\"https:\/\/userpilot.com\/blog\/marketing-automation-strategy\/\" target=\"_blank\" rel=\"noopener noreferrer\">marketing campaigns.<\/a><\/li>\n<li>The 2-way integration between Userpilot and Salesforce enables teams to seamlessly sync data between the two tools.<\/li>\n<li>One way to leverage the integration is by sending targeted Salesforce <a href=\"https:\/\/userpilot.com\/blog\/data-driven-email-marketing\/\" target=\"_blank\" rel=\"noopener noreferrer\">email campaigns based on user interaction data <\/a>tracked in Userpilot.<\/li>\n<li>The integration allows Userpilot users to follow up on <a href=\"https:\/\/userpilot.com\/blog\/types-of-customer-feedback\/\" target=\"_blank\" rel=\"noopener noreferrer\">survey results<\/a> via other media, like SMS or instant messengers.<\/li>\n<li>Support teams can <a href=\"https:\/\/userpilot.com\/blog\/event-tracking-tool\/\" target=\"_blank\" rel=\"noopener noreferrer\">track events <\/a>inside the app with Userpilot and use the data to accurately support users via the Salesforce Desktop Sharing functionality.<\/li>\n<li>The Salesforce AI model can use data from Userpilot to make more accurate <a href=\"https:\/\/userpilot.com\/blog\/userpilot-integrations\/\" target=\"_blank\" rel=\"noopener noreferrer\">predictions <\/a>and provide users with better recommendations.<\/li>\n<li>Teams can use the attribution data from Salesforce to <a href=\"https:\/\/userpilot.com\/blog\/saas-personalized-user-experience\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalize user experiences<\/a> inside the product.<\/li>\n<li>You can also leverage the Salesforce data to <a href=\"https:\/\/userpilot.com\/blog\/product-user-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">segment users <\/a>more accurately and analyze their behavior using <a href=\"https:\/\/userpilot.com\/blog\/userpilot-analytics\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilots analytics<\/a> features.<\/li>\n<li>To find out more about the capabilities of the integration and how to set it up,<a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\"> get the demo!<\/a><\/li>\n<\/ul>\n<h2 id=\"1jaoe\">What is the Userpilot and Salesforce two-way integration?<\/h2>\n<p>Userpilot is one of the best customer engagement software solutions. Its key features include user in-app behavior analysis, <a href=\"https:\/\/userpilot.com\/blog\/customer-feedback-collection\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer feedback collection<\/a>, and UI patterns and flows for user engagement.<\/p>\n<p>The latter capability enables you to onboard customers, provide <a href=\"https:\/\/userpilot.com\/blog\/in-app-guidance-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">in-app guidance<\/a>, and drive account expansion.<\/p>\n<p>Apart from <a href=\"https:\/\/userpilot.com\/blog\/userpilot-hubspot-integration\/\" target=\"_blank\" rel=\"noopener noreferrer\">HubSpot<\/a>, other tools <a href=\"https:\/\/userpilot.com\/blog\/userpilot-integrations\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot integrates <\/a>with include Amplitude, Mixpanel, Heap, Segment, Google Analytics, Kissmetrics, Zendesk, and Intercom.<\/p>\n<p>And now Salesforce.<\/p>\n<p>Salesforce is a leading CRM platform. It&#8217;s designed to help businesses improve their <a href=\"https:\/\/userpilot.com\/blog\/customer-relationship-management-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer relationships<\/a> by managing sales, customer service, and marketing efforts all from one central platform.<\/p>\n<p>Thanks to the integration, Userpilot and Salesforce can now seamlessly exchange data, which massively expands their functionality.<\/p>\n<p><!-- Main container for the Userpilot-Salesforce Integration Quiz --><\/p>\n<div id=\"userpilot-quiz-container\"><!-- Progress Bar --><\/p>\n<div id=\"progress-bar-container\"><\/div>\n<\/div>\n<h2 id=\"633dm\">What data can be sent between Userpilot and Salesforce?<\/h2>\n<p>The Userpilot-Salesforce integration is bi-directional. This means that Userpilot automatically <em>sends and receives <\/em>data to\/from Salesforce so that it&#8217;s synced across both systems.<\/p>\n<p>This includes customer behavior, in-app user <a href=\"https:\/\/userpilot.com\/blog\/engagement-data\/\" target=\"_blank\" rel=\"noopener noreferrer\">engagement<\/a>, and feedback data from <a href=\"https:\/\/userpilot.com\/blog\/introducing-userpilot-analytics\/\">Userpilot analytics<\/a> and <a href=\"https:\/\/userpilot.com\/blog\/build-in-app-surveys-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">in-app surveys<\/a>: flows, <a href=\"https:\/\/userpilot.com\/blog\/onboarding-checklist-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">checklists<\/a>, <a href=\"https:\/\/userpilot.com\/blog\/negative-nps-score\/\" target=\"_blank\" rel=\"noopener noreferrer\">NPS<\/a>, forms, feature tags, and button-tracked events (and associated data).<\/p>\n<p>Userpilot users, on the other hand, can use the wealth of customer data stored in the Salesforce CRM database to enhance <a href=\"https:\/\/userpilot.com\/blog\/product-user-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">user segmentation<\/a> and guide in-app marketing efforts powered by Userpilot.<\/p>\n<h2 id=\"1it56\">6 Ways sales and product teams can use the Userpilot and Salesforce integration<\/h2>\n<p>With the basics out of the way, let&#8217;s look at 6 practical ways your product, marketing, <a href=\"https:\/\/userpilot.com\/blog\/customer-success-roles\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer success, <\/a>and sales team can leverage the Userpilot &#8211; Salesforce integration.<\/p>\n<h3 id=\"dfilj\">1. Send targeted email campaigns in Salesforce based on user interactions in Userpilot<\/h3>\n<p>The integration with Userpilot enables Salesforce users to send <a href=\"https:\/\/userpilot.com\/blog\/data-driven-email-marketing\/\" target=\"_blank\" rel=\"noopener noreferrer\">targeted email campaigns<\/a> based on <a href=\"https:\/\/userpilot.com\/blog\/event-analytics\/\" target=\"_blank\" rel=\"noopener noreferrer\">event data<\/a> captured by Userpilot.<\/p>\n<p>Let&#8217;s imagine you&#8217;ve identified several user actions that indicate they may be ready to upgrade to a higher plan. You can bundle these events up into a custom event so that whenever the event happens, it triggers an upsell <a href=\"https:\/\/userpilot.com\/blog\/saas-email-marketing\/\" target=\"_blank\" rel=\"noopener noreferrer\">email <\/a>promoting the upgrade.<\/p>\n<h3 id=\"emnli\">2. Reach out to existing customers based on their NPS scores<\/h3>\n<p>Userpilot allows users to collect <a href=\"https:\/\/userpilot.com\/blog\/types-of-customer-feedback\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer feedback <\/a>via in-app surveys. For example, you can use it to run regular customer satisfaction surveys, like <a href=\"https:\/\/userpilot.com\/blog\/nps-vs-csat\/\" target=\"_blank\" rel=\"noopener noreferrer\">NPS or CSAT.<\/a><\/p>\n<p>When Userpilot sends the feedback results to Salesforce, you can use the data to automatically<a href=\"https:\/\/userpilot.com\/blog\/customer-communication\/\" target=\"_blank\" rel=\"noopener noreferrer\"> engage relevant customers <\/a>via other media, like mobile apps, SMS, WhatsApp, Facebook Messenger, Apple Messages for Business, and more.<\/p>\n<p>For instance, you could follow up with your <a href=\"https:\/\/userpilot.com\/blog\/nps-detractors-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\">NPS detractors<\/a> and invite them to an interview, where you can discuss their <a href=\"https:\/\/userpilot.com\/blog\/customer-pain-points\/\" target=\"_blank\" rel=\"noopener noreferrer\">pain points <\/a>in detail.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/events-setup-userpilot-saleforce-integration_b9ea5ca34f2bd3b97a251b4bcc86609d_800.png 1x, https:\/\/images.storychief.com\/account_6827\/events-setup-userpilot-saleforce-integration_b9ea5ca34f2bd3b97a251b4bcc86609d_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/events-setup-userpilot-saleforce-integration_b9ea5ca34f2bd3b97a251b4bcc86609d_800.png 1x, https:\/\/images.storychief.com\/account_6827\/events-setup-userpilot-saleforce-integration_b9ea5ca34f2bd3b97a251b4bcc86609d_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/events-setup-userpilot-saleforce-integration_b9ea5ca34f2bd3b97a251b4bcc86609d_800.png\" alt=\"Events you can send from Userpilot to Salesforce\" \/><\/picture><figcaption>Events you can send from <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a> to Salesforce.<\/figcaption><\/figure>\n<h3 id=\"eb2pf\">3. Guide customers with the Salesforce Desktop Sharing feature<\/h3>\n<p>Salesforce supports the Desktop Sharing functionality which enables support agents to provide high-touch assistance to their struggling users.<\/p>\n<p>The integration with Userpilot can greatly enhance their ability to support their users. That&#8217;s because they will get access to granular data on <a href=\"https:\/\/userpilot.com\/blog\/customer-interactions-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\">user interactions<\/a> with the product. Thanks to Userpilot&#8217;s feature tags, they can monitor every <a href=\"https:\/\/userpilot.com\/blog\/click-tracking-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">click<\/a>, hover, and text input.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/desktop-sharing-userpilot-saleforce-integration_d17ba60f7de4c614bbbd5f95e0de879b_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/desktop-sharing-userpilot-saleforce-integration_d17ba60f7de4c614bbbd5f95e0de879b_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/desktop-sharing-userpilot-saleforce-integration_d17ba60f7de4c614bbbd5f95e0de879b_800.png\" alt=\"Desktop sharing in Salesforce\" \/><\/picture><figcaption>Desktop sharing in Salesforce.<\/figcaption><\/figure>\n<h3 id=\"64gcg\">4. Get recommendations and predictions on user data with Salesforce<\/h3>\n<p>Salesforce AI model Einstein enables teams to analyze historical data to <a href=\"https:\/\/userpilot.com\/blog\/predictive-customer-analytics\/\" target=\"_blank\" rel=\"noopener noreferrer\">predict <\/a>future user behavior and preferences. It can also help them forecast future sales trends and potential issues.<\/p>\n<p>It also powers customer support channels and can be used to give users recommendations, such as what to do next or which product to choose.<\/p>\n<p>The model, however, is only effective when it has the right data to work on. And that&#8217;s when the Userpilot integration comes in.<\/p>\n<p>Salesforce no-code AI can use the real-time <a href=\"https:\/\/userpilot.com\/blog\/user-behavior-tracking\/\" target=\"_blank\" rel=\"noopener noreferrer\">user behavior <\/a>data from Userpilot to generate more accurate predictions and provide users with more relevant advice. For example, it could recommend a <a href=\"https:\/\/userpilot.com\/blog\/resource-center-editor-userpilot\/\" target=\"_blank\" rel=\"noopener noreferrer\">resource center <\/a>document linked to their pain point.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/salesforce-ai-userpilot-saleforce-integration_19439cffe4ed87df60f259deb106511c_800.png 1x, https:\/\/images.storychief.com\/account_6827\/salesforce-ai-userpilot-saleforce-integration_19439cffe4ed87df60f259deb106511c_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/salesforce-ai-userpilot-saleforce-integration_19439cffe4ed87df60f259deb106511c_800.png 1x, https:\/\/images.storychief.com\/account_6827\/salesforce-ai-userpilot-saleforce-integration_19439cffe4ed87df60f259deb106511c_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/salesforce-ai-userpilot-saleforce-integration_19439cffe4ed87df60f259deb106511c_800.png\" alt=\"Predictive analytics in Salesforce\" \/><\/picture><figcaption>Predictive analytics in Salesforce.<\/figcaption><\/figure>\n<h3 id=\"4v4h6\">5. Personalize in-app experiences in Userpilot with Salesforce attribution data<\/h3>\n<p>Salesforce uses advanced attribution models to assess how different user interactions across all touchpoints contribute to conversions. This enables marketers to allocate the resources to the right marketing initiatives.<\/p>\n<p>Thanks to the attribution data, Userpilot users can <a href=\"https:\/\/userpilot.com\/blog\/saas-personalized-user-experience\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalize the in-app experiences <\/a>to unique user journeys.<\/p>\n<p>For example, if users signed up for the product after engaging with ads highlighting a specific use case, it would trigger <a href=\"https:\/\/userpilot.com\/blog\/personalized-onboarding-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding flows<\/a> focusing on the relevant functionality.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/segmentation-userpilot-saleforce-integration_33703875a5217bc2d70bfbc44a5d28b2_800.png 1x, https:\/\/images.storychief.com\/account_6827\/segmentation-userpilot-saleforce-integration_33703875a5217bc2d70bfbc44a5d28b2_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/segmentation-userpilot-saleforce-integration_33703875a5217bc2d70bfbc44a5d28b2_800.png 1x, https:\/\/images.storychief.com\/account_6827\/segmentation-userpilot-saleforce-integration_33703875a5217bc2d70bfbc44a5d28b2_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/segmentation-userpilot-saleforce-integration_33703875a5217bc2d70bfbc44a5d28b2_800.png\" alt=\"Choosing target audience in Userpilot\" \/><\/picture><figcaption>Choosing target audience in Userpilot.<\/figcaption><\/figure>\n<h3 id=\"f1ju5\">6. Analyze user behavior of different segments in Userpilot based on Salesforce data<\/h3>\n<p>Userpilot offers advanced <a href=\"https:\/\/userpilot.com\/blog\/product-analysis\/\" target=\"_blank\" rel=\"noopener noreferrer\">analytics <\/a>features, including <a href=\"https:\/\/userpilot.com\/blog\/funnel-analysis\/\" target=\"_blank\" rel=\"noopener noreferrer\">funnel<\/a>, path, and trend analysis, that you can use to analyze user segment data.<\/p>\n<p>The integration with Salesforce further increases its capacity because you can create better <a href=\"https:\/\/userpilot.com\/blog\/customer-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">user segments<\/a> based on custom data specific to your product.<\/p>\n<p>For example, you could segment users based on their interaction with a specific marketing campaign tracked in Salesforce, like a webinar <a href=\"https:\/\/userpilot.com\/blog\/new-feature-announcement-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\">introducing a new feature. <\/a>You can then analyze how this particular segment engages with the new feature.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/funnel-analysis-userpilot-saleforce-integration_41ec0f93a20f33824191a43ebd9646ae_800.png 1x, https:\/\/images.storychief.com\/account_6827\/funnel-analysis-userpilot-saleforce-integration_41ec0f93a20f33824191a43ebd9646ae_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/funnel-analysis-userpilot-saleforce-integration_41ec0f93a20f33824191a43ebd9646ae_800.png 1x, https:\/\/images.storychief.com\/account_6827\/funnel-analysis-userpilot-saleforce-integration_41ec0f93a20f33824191a43ebd9646ae_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/funnel-analysis-userpilot-saleforce-integration_41ec0f93a20f33824191a43ebd9646ae_800.png\" alt=\"Funnel analysis in Userpilot\" \/><\/picture><figcaption>Funnel analysis in <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<h2 id=\"a729s\">How to connect your Salesforce account with Userpilot?<\/h2>\n<p>Connecting Userpilot and Salesforce is pretty straightforward.<\/p>\n<p>After logging in, head over to the Integrations page, which you can find by clicking on Configure at the bottom of the sidebar menu.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-integrations_a69a00e8816ab0d40446ec9823530f26_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-integrations_a69a00e8816ab0d40446ec9823530f26_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-integrations_a69a00e8816ab0d40446ec9823530f26_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-integrations_a69a00e8816ab0d40446ec9823530f26_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-integrations_a69a00e8816ab0d40446ec9823530f26_800.png\" alt=\"userpilot-integrations\" \/><\/picture><figcaption>Userpilot third-party integrations.<\/figcaption><\/figure>\n<p>When you click on the Salesforce integration, you will be taken to the Salesforce login page and back to Userpilot as soon as you enter your credentials.<\/p>\n<p>Once this happens, choose Both ways to enable 2-way data flow.<\/p>\n<p>You can also choose Salesforce to Userpilot or Userpilot to Salesforce 1-way integration.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/setup-01-userpilot-saleforce-integration_179ba9bb263a849e3fbcce1c5409c5b2_800.png 1x, https:\/\/images.storychief.com\/account_6827\/setup-01-userpilot-saleforce-integration_179ba9bb263a849e3fbcce1c5409c5b2_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/setup-01-userpilot-saleforce-integration_179ba9bb263a849e3fbcce1c5409c5b2_800.png 1x, https:\/\/images.storychief.com\/account_6827\/setup-01-userpilot-saleforce-integration_179ba9bb263a849e3fbcce1c5409c5b2_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/setup-01-userpilot-saleforce-integration_179ba9bb263a849e3fbcce1c5409c5b2_800.png\" alt=\"Userpilot-Salesforce integration setup: select the data flow direction\" \/><\/picture><figcaption>Userpilot-Salesforce integration setup: select the data flow direction.<\/figcaption><\/figure>\n<p>Next, it&#8217;s time to map the user and company properties. This is essential for data integrity and consistency.<\/p>\n<p>There are 3 ways to do it. You can use user ID property, user email address, or company ID property.<\/p>\n<p>In each case, the details must match those passed to Userpilot in the identify call.<\/p>\n<p>The final step is choosing the data and events to synchronize between the tools.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/mapping-userpilot-saleforce-integration_95f9bd8f7d167ddc000d4156e84b83fb_800.png 1x, https:\/\/images.storychief.com\/account_6827\/mapping-userpilot-saleforce-integration_95f9bd8f7d167ddc000d4156e84b83fb_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/mapping-userpilot-saleforce-integration_95f9bd8f7d167ddc000d4156e84b83fb_800.png 1x, https:\/\/images.storychief.com\/account_6827\/mapping-userpilot-saleforce-integration_95f9bd8f7d167ddc000d4156e84b83fb_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/mapping-userpilot-saleforce-integration_95f9bd8f7d167ddc000d4156e84b83fb_800.png\" alt=\"Userpilot-Salesforce integration setup: choose the properties to sync\" \/><\/picture><figcaption>Userpilot-Salesforce integration setup: choose the properties to sync.<\/figcaption><\/figure>\n<h2 id=\"2gv9k\">Conclusion<\/h2>\n<p>The Userpilot-Salesforce integration enables users of both tools to seamlessly sync data. Thanks to that, they can create highly personalized and targeted experiences at every customer lifecycle stage, both inside the product and across all touchpoints and channels outside.<\/p>\n<p>To find out more about the integration, <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">book the demo!<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Are you a Salesforce or HubSpot user? For Userpilot customers, it doesn&#8217;t matter anymore. We have offered HubSpot integration since June 2023, and have just released the 2-way Userpilot Salesforce integration.<\/p>\n","protected":false},"author":56,"featured_media":169360,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[20],"tags":[446,5970,817,5971,316,201],"class_list":["post-169358","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product","tag-customer-experience","tag-hubspot-integration","tag-product-teams","tag-salesforce-integration","tag-user-engagement","tag-user-experience"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Userpilot Salesforce Integration: What is it and How Can it Help You?<\/title>\n<meta name=\"description\" content=\"We have released a 2-way Userpilot-Salesforce integration. Find out what data you can sync between them and how to leverage it in your SaaS!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/userpilot.com\/blog\/userpilot-salesforce-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Userpilot Salesforce Integration: What is it and How Can it Help You?\" \/>\n<meta property=\"og:description\" content=\"We have released a 2-way Userpilot-Salesforce integration. 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