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Introducing our newest data integration to help teams keep user data fresh in Research Hub: User Interviews + Salesforce! Our Salesforce data integration allows you to pull customer data directly from Salesforce into your Hub panel, ensuring that your team is always tapping into the most up-to-date information to run research.
Once the integration is set up, participant profiles stay fresh and new users are automatically added to your panel as they enter your system—making it easy to target and segment the right participants in Hub.
We’re especially excited about this integration because authenticating and configuring it in Research Hub requires no technical resources. With some initial setup, it’s quick to get up and running 🏃
Use this integration to:
Setup requires initial Salesforce connection and authentication, field mapping of the Salesforce record type you’d like to sync to UI, as well as some optional configuration steps. For example, you can choose to automatically sync future updates from Salesforce to Hub, or enable manual bulk syncing for more control over timing. Learn more about integration setup, details, and common FAQs.
⭐️ The Salesforce data integration is available for teams on our Research Hub CRM plan.
Interested in trying out the integration? Please reach out to your CSM or request access to get started with integration set up. During this initial rollout, we’ll have a general onboarding process to get teams started smoothly.
💭 Or, looking to integrate with another tool? You’re in luck! We’re currently taking requests—please submit all integration requests via this form. We are actively working towards a number of integrations with Research Hub, including Snowflake and Qualtrics.
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