Integrate Pendo with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Pendo and Salesforce

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About Pendo

Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Want to explore Pendo + Salesforce quick connects for faster integration? Here’s our list of the best Pendo + Salesforce quick connects.

Explore quick connects

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Connect Pendo + Salesforce in easier way

It's easy to connect Pendo + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Visitor

    Trigger when new visitor visit.

  • New Visitor From Report

    Trigger when a new visitor added in the report.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Pendo & Salesforce Integrations Work

  1. Step 1: Choose Pendo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Pendo to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Pendo and Salesforce

Pendo?

Pendo is a company that provides a platform for customers to manage customer experience. It helps in gathering, analyzing, and understanding customer data. Similarly, it enables the user to take necessary actions to improve the customer experience.

Salesforce?

Salesforce is an enterprise software provider based in California. It is the world's number one CRM. It is a cloud-based technpogy company that provides business applications. It also offers cloud computing and social computing services. With Salesforce, organizations can connect with their partners, customers, and employees using social media applications.

Integration of Pendo and Salesforce

Integration of Pendo and Salesforce can be achieved in a number of ways. For instance, users can use Salesforce as a customer service portal when they choose Pendo as their customer experience management top. The information logged into Salesforce can be accessed from Pendo. Accordingly, marketers can access all the available information from one place. This reduces the time spent looking for crucial information about customers. Furthermore, it facilitates the setting up of workflows based on deal status and level of communication between users and customers. Integration of Pendo and Salesforce can also be achieved using a single sign-on feature or SSO. Hence, the two platforms can be integrated seamlessly without any hassle.

Benefits of Integration of Pendo and Salesforce

The benefits of integration of Pendo and Salesforce are numerous including;

The process to integrate Pendo and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm