Post Slack notifications when Salesforce leads complete checklists through Appcues
A product-led sales team should know when trialers hit key product milestones, like finishing their onboarding process. Here’s an easy way to set them up. It will fire off whenever someone completes a checklist in AppCues, and if a matching lead is found in Salesforce, will post an announcement on Slack.
A product-led sales team should know when trialers hit key product milestones, like finishing their onboarding process. Here’s an easy way to set them up. It will fire off whenever someone completes a checklist in AppCues, and if a matching lead is found in Salesforce, will post an announcement on Slack.
- When this happens...
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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