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.
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
