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Appcues + Salesforce

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.

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.

  1. When this happens...
    AppcuesAppcues
    Form Submitted

    Triggers when a form element (excluding NPS survey) is submitted through a Web Flow.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Checklist

    Trigger
    Instant
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    • Event NameRequired

    • Checklist

    Trigger
    Instant
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    • Checklist

    Trigger
    Instant
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    • Web Flow Name

    Trigger
    Instant
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About Appcues

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

  • Product Management
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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier