Appcues + Salesforce

Appcues + Salesforce integrations

Create new Salesforce records each time a form is submitted in Appcues

Accelerate your response time to customer inquiries with this streamlined workflow. When a form submission is received in Appcues, a new record is instantly created in Salesforce, ensuring your customer data is always up-to-date. This automation not only saves time but also eliminates the chance of any manual data entry errors. Efficiently manage your customer relationships by harnessing the power of Appcues and Salesforce together.

When this happens...
Form SubmittedTriggers when a form element (excluding NPS survey) is submitted through a Web Flow.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with Appcues and Salesforce

Discover other triggers and actions you can use with Appcues and Salesforce

- Checklist
Trigger
Instant
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- Event Name
  Required
- Checklist
Trigger
Instant
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- Checklist
Trigger
Instant
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- Web Flow Name
Trigger
Instant
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- Web Flow Name
Trigger
Instant
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- Mobile Flow
Trigger
Instant
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- Mobile Flow
Trigger
Instant
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- Pin Name
Trigger
Instant
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- Checklist
  Required
Action
Write
- Flow
  Required
Action
Write
- Checklist
  Required
Action
Write
- Flow
  Required
Action
Write
- User ID
  Required
- Profile Update
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Checklist
Trigger
Instant
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- Checklist
Trigger
Instant
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- Custom Event Name
  Required
Trigger
Instant
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- Web Flow Name
Trigger
Instant
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- Flow Name
  Required
Trigger
Instant
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- Mobile Flow
Trigger
Instant
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NPS Submitted
Triggers when a new NPS event is submitted. Sends separate
Trigger
Instant
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- Segment Name
  Required
Trigger
Instant
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- Experience
  Required
Action
Write
- User ID
  Required
- Event Name
  Required
- Attributes
  Required
Action
Write
- Experience
  Required
Action
Write
- Group ID
  Required
- Group Update
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Appcues

Appcues is a product-led growth platform. Build exceptional user experiences, code free.

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Related categories

Product Management

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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