Appcues + Slack + Salesforce

Post Slack notifications when Salesforce leads complete checklists through Appcues

A product-led sales team should know when trialers hit key product milestones, like finishing their onboarding process. Here’s an easy way to set them up. It will fire off whenever someone completes a checklist in AppCues, and if a matching lead is found in Salesforce, will post an announcement on Slack.

A product-led sales team should know when trialers hit key product milestones, like finishing their onboarding process. Here’s an easy way to set them up. It will fire off whenever someone completes a checklist in AppCues, and if a matching lead is found in Salesforce, will post an announcement on Slack.

  1. When this happens...
    AppcuesAppcues
    TriggerScheduled
  2. automatically do this...
    SalesforceSalesforce
    Find Record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    ActionSearch
  3. then do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    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 moreHelp

Related categories

  • Product Management
slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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  • Team Chat

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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  • CRM (Customer Relationship Management)

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