Salesforce Essentials + Userflow

Update Userflow users with new Salesforce contact properties

Tired of updating your user details by hand? This Zap give you a workflow that automatically sends each newly-updated Salesforce Essentials record field to a Userflow user as an attribute.

Tired of updating your user details by hand? This Zap give you a workflow that automatically sends each newly-updated Salesforce Essentials record field to a Userflow user as an attribute.

  1. When this happens...
    Salesforce EssentialsSalesforce Essentials
    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, Deal, To-do, etc.).

    TriggerScheduled
  2. automatically do this...
    UserflowUserflow
    Find User

    Finds an existing user. You can filter by user ID or email, or by group ID to find all users in a group (company/account/tenant/organization).

    ActionSearch
  3. then do this!
    UserflowUserflow
    Create/Update User

    Updates (or creates) a user.

    ActionWrite
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Supported triggers and actions

What does this mean?
salesforce-essentials logo
salesforce-essentials logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Userflow

Userflow is a user onboarding platform, which lets your whole team build customized in-app tours, checklists and surveys, without code.

Related categories

  • Customer Support