Connect Userback and Salesforce to Build Intelligent Automations

Choose a Trigger

Userback

When this happens...

Choose an Action

Salesforce

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Ready to use Userback and Salesforce automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Feedback

New Feedback

Triggered when a new feedback is submitted in Userback.

New Contact

New Contact

Triggers when a new Contact is created.

New Lead

New Lead

Triggers when a new Lead is created.

New Record

New Record

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

Updated Record

Updated Record

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

New Case Attachment

New Case Attachment

Triggers when a new Attachment is added to a case.

Do thisActions

Action is the task that follows automatically within your Userback integrations.

List Feedback

List Feedback

List of feedback

List Projects

List Projects

List Available Projects

Create a Feedback

Create a Feedback

Creates a new feedback entry in Userback.

List Comments

List Comments

List comments from a feedback

List Members

List Members

Lists available Members

List SessionRecordings

List SessionRecordings

Lists available SessionRecordings

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Frequently Asked Questions

How do I start an integration between Userback and Salesforce?

To start, connect both your Userback and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Userback triggers actions in Salesforce (or vice versa).

Can we customize how data from Userback is recorded in Salesforce?

Absolutely. You can customize how Userback data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Userback and Salesforce?

The data sync between Userback and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Userback to Salesforce?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Userback and Salesforce?

Yes, you can set conditional logic to control the flow of data between Userback and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Userback

About Userback

Userback is a visual feedback and bug tracking tool designed to streamline the process of collecting feedback from users and managing it efficiently. It allows teams to gather annotated screenshots, video recordings, and comments directly from users, making it easier to identify and resolve issues quickly.

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Salesforce

About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

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