Salesforce + Appcues Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Salesforce and Appcues.


Get started with workflows like: Post Slack notifications when Salesforce leads complete checklists through Appcues. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Salesforce + Appcues in Minutes

It's easy to connect Salesforce + Appcues and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

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, Lead, Opportunity, etc.).

InstantAppcues Event Fired

Triggers when any Appcues event fires for a specific flow.

InstantFlow Completed

Triggers when a flow is completed.

InstantNPS Submitted

Triggers when a new NPS event is submitted. Sends separate score and feedback events.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

InstantCustom Event Received

Triggers when Appcues receives a custom event.

InstantForm Submitted

Triggers when a form element (excluding NPS survey) is submitted through an Appcues flow.

How Salesforce + Appcues Integrations Work

  1. Step 1: Authenticate Salesforce + Appcues.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Salesforce + Appcues