Integration
Pendo + Salesforce
Pendo + Salesforce
integration
CRM
User Feedback
Native
Data In
Data Out
Two-Way
Salesforce
Connect Pendo product usage analytics, sentiment, and feedback data with your Salesforce service, sales, and marketing data with our two-way integration.
- Pull any Salesforce data field into Pendo, to slice and dice product data, and segment and target users based on important attributes assigned in Salesforce.
- Push Pendo product usage, sentiment, and user feedback into Salesforce to inform workflows, generate tasks, send notifications, create reports, and pass data on to other third-party integrations.
Ignite data-informed customer success with the Pendo Salesforce integration
Augment your customer data with Salesforce to gain a more comprehensive view of the customer journey, improve sales and customer success efforts, and unlock deeper insights for data-driven decision making.
Enhanced visibility
Identify product usage trends across your users based on segments, such as company region, using information from Salesforce.
Tailored outreach
Trigger an outreach (email, phone call) based on observed behavior in an application.
Monitor customer health
Join Pendo data with existing Salesforce support data to create a customer or account health score using breadth, depth, and frequency indicators.
Craft targeted campaigns
Empower go-to-market teams with a 360° view of your customers for them to segment and effectively target them with marketing, sales, and service campaigns.
Proactive support
Create tasks for Customer Success when a customer’s in-app activity drops below a certain amount.
By connecting Pendo with Salesforce, MPOWR's customer success team was able to build dashboards to determine whether an account was at risk and needed some intervention, or if they were close to running out of seats and ripe for expansion.,
Requirements
- This integration is available as a paid add-on for all Pendo subscriptions. Current customers: Contact your Pendo account representative to purchase.
- A Salesforce account.
- To connect, you must have Pendo and Salesforce admin access.
Want to see the Pendo Salesforce integration yourself?
Implement our Salesforce integration in your organization’s account.
Resources
Salesforce integration knowledgebase
Get started
Salesforce integration guide setup
Learn more
