Pendo + Salesforce
Add new Pendo accounts in report to a Salesforce campaign as contacts
Ensure seamless communication with your valuable contacts by implementing this workflow. When an account is mentioned in a report within the Pendo app, this automatically triggers a response to add that particular contact to a campaign in Salesforce. This simplified process not only enhances team efficiency but also helps in maintaining consistent and reliable data across your marketing and sales campaigns.
Ensure seamless communication with your valuable contacts by implementing this workflow. When an account is mentioned in a report within the Pendo app, this automatically triggers a response to add that particular contact to a campaign in Salesforce. This simplified process not only enhances team efficiency but also helps in maintaining consistent and reliable data across your marketing and sales campaigns.
- When this happens...Account in Report
Triggers when an account matches a segment specified in a report.
- automatically do this!Add Contact to Campaign
Adds an existing contact to an existing campaign.
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