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Salesforce Essentials + Userflow

Salesforce Essentials + Userflow

Salesforce Essentials + Userflow integrations

Find and update Salesforce Essentials records from new Userflow survey answers

Looking for a more efficient way to manage your survey answers? This Zapier integration will automatically find and update a record in Salesforce Essentials based on every new survey answer in Userflow.

When this happens...
Question AnsweredTriggers when a user answers a single question in a flow.
TriggerInstant
automatically do this...
Find RecordFinds a record of a specified Salesforce object by a field and value you choose.
ActionSearch
then do this!
Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
ActionWrite

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More things you can do with Userflow and Salesforce Essentials

Discover other triggers and actions you can use with Userflow and Salesforce Essentials

- Only trigger for this checklist
Trigger
Instant
Try It
- Only trigger for this checklist
Trigger
Instant
Try It
- Only trigger on these events
Trigger
Instant
Try It
- Only trigger for this flow
- Sample user ID
Trigger
Instant
Try It
- Trigger when
Trigger
Instant
Try It

- Only trigger for this launcher
Trigger
Instant
Try It
- Only trigger for this flow
- Sample user ID
Trigger
Instant
Try It

- User ID
- Group ID
- Event Name
  Required
Action
Write
- User ID
  Required
Action
Write
- User ID
- Email
- Group ID
Action
Search
- User ID
  Required
- Email
- Group ID
Action
Search or write
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Lead
  Required
Action
Write
- Salesforce Object
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
Action
Search or write

- Only trigger for this checklist
Trigger
Instant
Try It
- Only trigger for this checklist
Trigger
Instant
Try It
- Only trigger for this flow
- Sample user ID
Trigger
Instant
Try It
- Only trigger for this flow
- Sample user ID
Trigger
Instant
Try It
- Only trigger for this launcher
Trigger
Instant
Try It
- Only trigger for this launcher
Trigger
Instant
Try It
- Trigger when
Trigger
Instant
Try It
- Group ID
  Required
Action
Write
- Group ID
- User ID
Action
Search
- Group ID
  Required
- User ID
Action
Search or write
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Userflow

Userflow is a user onboarding platform, which lets your whole team build customized in-app tours, checklists and surveys, without code.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

Related Zap Templates

Update Userflow users with new Salesforce contact properties

Related Zap Templates

Update Userflow users with new Salesforce contact properties