Salesforce Essentials + Userflow
Find and update Salesforce Essentials records from new Userflow survey answers
Looking for a more efficient way to manage your survey answers? This Zapier integration will automatically find and update a record in Salesforce Essentials based on every new survey answer in Userflow.
Looking for a more efficient way to manage your survey answers? This Zapier integration will automatically find and update a record in Salesforce Essentials based on every new survey answer in Userflow.
- When this happens...Question Answered
Triggers when a user answers a single question in a flow.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by a field and value you choose.
- then do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
About Userflow
Userflow is a user onboarding platform, which lets your whole team build customized in-app tours, checklists and surveys, without code.