Appcues integrations overview
Send Appcues data to your other tools and bring their data into Appcues.
Table of Contents
Integrations connect Appcues to the tools your team already uses, such as your CRM, product analytics, customer data platform (CDP), and team chat. Use them to target experiences with data that lives in another tool, and to send Appcues activity to the places your team works. This doc covers web integrations. For mobile apps, see Mobile integrations.
Data in and data out
Each integration moves data in one direction or both:
- Data out: Appcues sends events about who saw and interacted with your experiences to the other tool.
- Data in: the other tool sends user or account data to Appcues. It arrives as user or account properties you can use in segments and targeting.
- Two-way: the integration does both. Salesforce, HubSpot, Marketo, Zendesk Support, Segment, Mixpanel, and Heap work this way.
Each integration's doc lists what it sends and receives.
Integrations by type
| Type | Integrations | Direction |
|---|---|---|
| CRM and marketing automation | Salesforce, HubSpot, Marketo, Zendesk Support | Two-way, synced on a schedule |
| Customer data platforms | Segment, RudderStack | Two-way |
| Product analytics | Mixpanel, Heap, Amplitude | Events out; cohorts or segments in |
| Data warehouse | Hightouch and Census (in), Fivetran (out) | One-way |
| Web analytics, session replay, and messaging | Google Analytics, Google Tag Manager, Intercom, Customer.io, Klaviyo, Fullstory, Hotjar, LogRocket | Out |
| Team chat | Slack | Out |
| Automation | Zapier | Both |
See the full list of integrations.
When to use an integration
- Target experiences with data from another tool. For example, show an upgrade Flow only to accounts on a specific plan in Salesforce.
- Give your sales and success teams context. For example, write NPS scores and completed Flows to the contact record in HubSpot.
- Analyze experiences alongside your other product data. For example, in Mixpanel, compare conversion for trial users who saw your onboarding Flow against users who didn't.
- Alert your team. For example, post new NPS feedback to a Slack channel.
What Appcues sends
Appcues sends events such as Flow started, completed, and skipped, form submissions, NPS scores and feedback, Checklist activity, and Pin and Banner interactions. See Analytics events for the full list. Each tool displays these events differently, so check the doc for the integration you use.
Which events go out depends on the integration:
- Client-side integrations, such as Google Analytics or Fullstory, receive Appcues events from the user's browser as they happen.
- Salesforce, HubSpot, and Slack let you choose which event types to send during setup.
- For most integrations, Click-to-Track events are sent only if you have Events Broadcaster.
Connect an integration
- Go to Settings > Connections.
- Click the card for the integration you want.
- Follow the setup steps on the card.
You need Admin permissions to connect Salesforce, HubSpot, Marketo, Zendesk Support, or Slack.
Setup depends on how the integration connects:
- Client-side integrations (most web analytics, session replay, and messaging tools) send data through the user's browser. They activate in one click, but the other tool's JavaScript must be installed on the same pages as Appcues.
- Server-side integrations (Salesforce, HubSpot, Marketo, Zendesk Support, and Slack) connect the two systems directly. Setup asks you to sign in to the other tool and choose which fields and events to sync.
- Zapier needs a Public API key with Editor permissions or higher, created in Settings > API keys. The Legacy API key doesn't work with Zapier.
Match user IDs before you connect
Data-in syncs match records by User ID. The User ID you send in Appcues.identify() must exist in the other tool, or the records won't link. See Match User IDs across integrations.
Confirm it's working
- Data out: interact with a live experience as a test user, then check the other tool. Most tools take a few minutes to show new events.
- Data in: go to Settings > Properties and look for the properties from the other tool. Syncs run on a schedule: every 5 minutes for Salesforce and every 30 minutes for HubSpot, Marketo, and Zendesk Support.
If data isn't flowing
- The User IDs don't match. Compare a user's ID in Appcues with the same record in the other tool. Look for different casing, extra spaces, or a prefix on one side.
- The other tool's script isn't on the page. Client-side integrations only send data from pages where both Appcues and the other tool are installed.
- The connection expired. If a Salesforce authorization expires or a mapped Slack channel is deleted, the integration stops syncing. Open the card and reconnect.
- The sync hasn't run yet. Wait for the next scheduled sync before you troubleshoot further.
If it still isn't working, email support@appcues.com with:
- The integration name and the direction that's failing
- The User ID of an affected user
- The matching record ID or profile link in the other tool
- A screenshot of the integration's settings in Appcues
Other ways to move data
- Webhooks send Appcues events to any URL as they happen.
- The Public API imports users, accounts, and events in bulk, and exports events.
- Raw event export delivers a daily file of your account's events to Amazon S3 or Google Cloud Storage.
- The Appcues MCP server lets you query Appcues data and build experiences from AI tools such as Claude, ChatGPT, or Cursor.