Pendo + Salesforce
Create Salesforce records from new Pendo report visitors
Improve your CRM's data reliability by connecting your Pendo and Salesforce apps. When a new visitor report appears in Pendo, it triggers the creation of a corresponding record in Salesforce. This process reduces the need for manual data input, enhancing the overall accuracy of your data. With this workflow, your team stays updated with user behaviours and trends, utilizing the insights gained from Pendo reports to drive actionable strategies.
Improve your CRM's data reliability by connecting your Pendo and Salesforce apps. When a new visitor report appears in Pendo, it triggers the creation of a corresponding record in Salesforce. This process reduces the need for manual data input, enhancing the overall accuracy of your data. With this workflow, your team stays updated with user behaviours and trends, utilizing the insights gained from Pendo reports to drive actionable strategies.
- When this happens...Visitor in Report
Triggers when a visitor matches a segment specified in a report.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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