Integrate with Salesforce
Import contacts to build and manage a participant database
Build a stronger research pipeline
Populate your participant database in Aha! Discovery with contacts from your Salesforce account. Bring over key information about each person — such as their job title, organization, and interview approval status. This expands the pool of customers you can reach out to as part of your product discovery efforts. Sync interview activity back to Salesforce to keep the account manager informed of updates.
Import Salesforce contacts
Create a participant database you can rely on. Integrate with Salesforce to establish a list of contacts who can provide valuable feedback in interviews. Map the fields you want to sync. Then filter your contacts in Salesforce (by status, lead source, or level) to create a targeted list and import them directly into Aha! Discovery.
Interview the right customers
Quickly identify participants for your next research study. Search your database to find interview candidates who match your criteria and are eligible for outreach. Any updates to contact details in Salesforce automatically display in Aha! Discovery — so you always have the most current information. (No more cross-referencing your CRM.)
Keep customer-facing teams informed
Share progress on research with sales and account management teams. Sync fields — like the most recent interview date and number of completed interviews — from Aha! Discovery back to Salesforce for full visibility. This builds trust between teams and helps you establish a more coordinated approach to research.
The Salesforce integration is included in Aha! Discovery Advanced, whether you use it as a standalone solution or as an upgrade to any Aha! Roadmaps plan. If you are not already an Aha! customer, sign up for a 30-day trial to try the integration for free. You can also enable a trial of Aha! Discovery in your existing Aha! Roadmaps account:
Install the latest Aha! Discovery package directly within your Salesforce account
Go to Settings ⚙️ —> Account and add the Salesforce integration
Authenticate the integration
Map contact fields between Salesforce and Aha! Discovery
Find detailed instructions and videos about each step in our Salesforce support documentation for Aha! Discovery. Or contact our Customer Success team at support@aha.io for help setting up your integration.
Salesforce is a provider of cloud-based CRM software. Founded in 1999, the Salesforce product suite helps businesses manage customer relationships, sales, service, marketing, and analytics. Salesforce offers many integrations through its AppExchange marketplace and extensive partner networks so customers can extend their CRM capabilities and connect business systems.
If you need help with your Salesforce account, visit Salesforce's support page.
