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Heap for Salesforce

Surface behavioral insights within Salesforce

Overview

By surfacing Heap insights within Salesforce, teams across the organization will share a quantifiable understanding of feature adoption — one tailored to the ways customers actually use your product.

See How Heap for Salesforce Works

Create customer success strategies from early behavioral indicators to help reduce churn and predict expansion.
Use existing Salesforce integrations to send Heap data across your entire customer success stack and trigger campaigns based upon account activity.
Build real account health scores by blending behavioral insights with Salesforce data.

This connector is a managed integration to send Heap behavioral data to Salesforce. Heap will create two custom objects to sync user and account usage data on a nightly basis. Event usage is calculated as number of users or accounts who performed an event in a certain lookback window (e.g. number of users who signed up for marketing emails in the past 7 days). With this connector, you can sync behavioral data to Salesforce to take action based on behavioral patterns. Customer Success, Sales, and Marketing organizations can use Heap data in account health scoring, customer usage reporting, and customer engagement automation.