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.

What you need

✅ Appcues

✅ Salesforce

✅ Appcues <> Salesforce Integration

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Support included