Appcues + Salesforce

Create new Salesforce records each time a form is submitted in Appcues

Accelerate your response time to customer inquiries with this streamlined workflow. When a form submission is received in Appcues, a new record is instantly created in Salesforce, ensuring your customer data is always up-to-date. This automation not only saves time but also eliminates the chance of any manual data entry errors. Efficiently manage your customer relationships by harnessing the power of Appcues and Salesforce together.

Accelerate your response time to customer inquiries with this streamlined workflow. When a form submission is received in Appcues, a new record is instantly created in Salesforce, ensuring your customer data is always up-to-date. This automation not only saves time but also eliminates the chance of any manual data entry errors. Efficiently manage your customer relationships by harnessing the power of Appcues and Salesforce together.

  1. When this happens...
    AppcuesAppcues
    Form Submitted

    Triggers when a form element (excluding NPS survey) is submitted through a Web Flow.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
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appcues logo

About Appcues

Appcues is a product-led growth platform. Build exceptional user experiences, code free.
Learn more

Related categories

  • Product Management
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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