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Salesforce Essentials + Userflow

Update Userflow users with new Salesforce contact properties

Tired of updating your user details by hand? This Zap give you a workflow that automatically sends each newly-updated Salesforce Essentials record field to a Userflow user as an attribute.

Tired of updating your user details by hand? This Zap give you a workflow that automatically sends each newly-updated Salesforce Essentials record field to a Userflow user as an attribute.

  1. When this happens...
    Salesforce EssentialsSalesforce Essentials
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    TriggerScheduled
  2. automatically do this...
    UserflowUserflow
    Find User

    Finds an existing user. You can filter by user ID or email, or by group ID to find all users in a group (company/account/tenant/organization).

    ActionSearch
  3. then do this!
    UserflowUserflow
    Create/Update User

    Updates (or creates) a user.

    ActionWrite
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Supported triggers and actions

What does this mean?
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Userflow

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

Related categories