1.Detect flow started
Integrate Userflow and onboarding triggers to detect when a flow starts and to kick off profile updates.
Update in-app user profile with CSM calendar URL
Automatically detect onboarding flow starts across Salesforce and Userflow. Create and update when the CSM calendar URL should be added, so you can look up contacts, retrieve the account calendar URL, and populate the user profile without manual account setup.
How this automation populates CSM calendar links
When an onboarding flow starts, missing calendar details can slow coordination and block scheduling. This automation finds the right contact and account, then updates or creates the Userflow user profile with the CSM calendar URLβso your team can onboard faster.
Userflowor swap with your favorite app
2.Find contact by external user id
Integrate Salesforce, CRM lookup tools, and customer identity data to find the Contact and return its Account reference.
Salesforceor swap with your favorite app
3.Retrieve account CSM calendar URL
Integrate Salesforce and CRM records to retrieve the account and capture the configured CSM calendar URL field.
4.Update or create user record
Integrate Userflow and user profile fields to map the CSM calendar URL and update or create the user profile.
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