Checklist completion is the clearest signal of account health in your CRM. Salesforce becomes the single source of truth for activation status — giving every rep and CSM the product context they need without leaving their CRM.
Turn activation milestones into CRM data and workflow triggers.
Guidez writes checklist_pct (0-100) to each Salesforce contact record in real time — giving your CS team an instant view of which accounts are activating and which are stuck at step 2.
When a contact hits 100% checklist completion in Salesforce, automatically enroll them in an expansion sequence, assign an upsell task to the AE, or trigger a success check-in from CS.
Use Salesforce workflow rules on checklist_pct to identify accounts that haven't progressed in 7 days and automatically create a risk task for their CSM — before the account churns.
Add the snippet, call identify() with user email and attributes. Checklist events are instantly tied to individual users.
Create checklist items in the Guidez dashboard — name each activation step, link it to the relevant tour or page, and set the completion trigger.
Enter credentials in Guidez Settings → Integrations. Checklist events start flowing within seconds of connection.
checklist_item_completed and checklist_completed events arrive in your connected tool with item name, progress percentage, and user data.
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