![]() Zapier is a service that connects your apps together so that you can automate tasks behind the scenes. Zapier lets you automatically find and run your workflows in Process Street and trigger actions in over 5,000 apps, including Salesforce, Slack, Google Sheets, Asana, Airtable, and more. Information that’s automatically updated when things change keeps your CRM database cleaner and more trustworthy.Using Zapier to connect to other Applications and Automate your Processes Save time and resources by automating your manual and repetitive tasks Use properties to personalize your in-app experience Update the contact’s user properties in Appcues. Push those reponses into Appcues user properties.Īutomatically make your in-app experiences more personalized. Track how many users are skipping key in-app experiences and identify who they are to a) follow-up with them in another way and b) see if you can identify trends to make your experiences better. (on the flip side) A user skips an Appcues Flow or checklist.Īdd that user to a list in your CRM (HubSpot, Salesforce, Marketo, or the CRM of your choosing). Isn’t that always the dream?Ī user finishes an Appcues Flow or checklist.Īdd that user to a list in your CRM (HubSpot, Salesforce, Marketo, or your preferred CRM tool).Īutomatically make lists of engaged users and customers to use for other purposes. Information that’s automatically updated when things change keeps your CRM database cleaner and more trustworthy. Update the contact information in your CRM (HubSpot, Salesforce, Marketo, or your preferred CRM tool). Get cleaner data by letting it automatically flow from one tool to anotherĪ user changes their information in an Appcues Flow or survey. Fear not! Here are some of the most popular ways customers use the integration broken down into three parts: the trigger, the action, and the purpose behind the Zap: 1. We get it–when an integration is this powerful, it can overwhelming to get started. The best ways to leverage Appcues and Zapier together ⚡ Simply upgrade to the new version to see all of the new triggers and continue on with your work. (You can also start connecting using your public API key.)Īnd the best news? If you’re currently using the integration, you won’t lose any of your existing Zaps. You no longer have to go find and plug in a Flow ID, now we just present you with a list of Flows for less back-and-forth work. ![]() You can also trigger zaps based on users who enter a segment. You can now build zaps based on users who start, skip, or interact with Checklists, Pins, and mobile Flows. We’ve added 10+ new triggers to connect Zapier to even more Appcues offerings. As we mentioned, more triggers = more Zaps. What’s new in the latest version of the integration? Then, you can target a prompt in-app to update their payment method. Actions complete a workflow-for example, updating a user property in Appcues based on the status of a user’s payment method.Triggers start a workflow-for example, when a new NPS response is submitted, you send the score to a Slack channel. ![]() That’s simpler, easier product-led growth. □Īppcues can be used as either a trigger or action in a Zapier workflow. ![]() Automate repetitive tasks or trigger changes in one platform based on new information in another. Our integration with Zapier lets you connect to 5,000+ products to 10X your product experience. So, we did! Now with newly added triggers, our integration lets you build even more Zaps to save time and automate manual workflows. That's what our Appcues Zapier integration is all about, but we wanted to make that relationship even more valuable. We’re committed to making product-led growth easier for you.Īnd since you’re likely using a bunch of different tools in your tech stack to deliver a seamless product experience, that means connecting to an ecosystem you’re already familiar with. □ ![]()
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