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Salesforce Essentials + Userflow

Salesforce Essentials + Userflow

Salesforce Essentials + Userflow integrations

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.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers 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.).
  2. automatically do this...
    Find User
    Find User
    Find UserFinds 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).
  3. then do this!
    Create/Update User
    Create/Update User
    Create/Update UserUpdates (or creates) a user.
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More things you can do with Salesforce Essentials and Userflow

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

  • Salesforce Essentials triggers, actions, and search
    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
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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.
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About Userflow
Userflow is a user onboarding platform, which lets your whole team build customized in-app tours, checklists and surveys, without code.
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Related Zap Templates

 

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