Turn Amplitude power users into Salesforce expansion opportunities

Every Monday at 7am, sync my Amplitude power-user cohort into Salesforce as expansion-ready contacts and hand sales a ranked briefing they can act on same-day.

Start by calling Amplitude List Cohorts to find the behavioral cohort named 'Power Users' (make the cohort name a configurable input so I can point this at any cohort). Then call Amplitude Download Cohort File to pull the CSV of high-usage user IDs along with their engagement metrics (active days, sessions, key event counts). Parse the CSV into structured user records.

For each power user, act as an AI account strategist. Match the Amplitude user to the right Salesforce contact — typically by email, since the Amplitude user_id is usually the account email, but expose the match field as a configurable input for teams that use a different identifier. Call Salesforce Create or Update Contact (Upsert) so we update the existing contact when we find one and create a new one otherwise. Stamp a custom property called product_engagement_tier with the tier: Power for the top usage band, Heavy for the middle, Steady for the lower band. Make the property name a configurable input so it matches whatever custom field the team's Salesforce admin already set up on the Contact object.

Roll users up per account so the same company never gets pitched twice. Rank accounts by aggregate engagement, weighting active-days and depth of feature usage. Take the top 10 (with the cap configurable).

For each of the top 10 accounts, call Salesforce Create or Update Opportunity (Upsert) to create or refresh an expansion opportunity on that account, tied to the account owner (use the account's OwnerId as the opportunity OwnerId). Name the opportunity 'Product-led expansion — {account name}' and stage it at whatever early-stage value the team uses (make the default stage configurable). Also draft a two-sentence expansion angle per account: one sentence naming which feature or workflow they lean on based on the Amplitude engagement data, one sentence recommending exactly what to pitch next (an adjacent seat expansion, a paid add-on, or a workflow their usage pattern maps to). Store the drafted angle on the opportunity's Description field.

Finally, call Slack Send a Message via the Slack Bot integration to post a ranked briefing to the sales channel. Header: 'Weekly power-user expansion briefing — {week of}'. One block per top-10 account with the rank, account name, primary contact, engagement highlight (feature plus the metric that stood out), the drafted expansion angle, and a direct link to the Salesforce opportunity built from the instance URL plus the returned opportunity ID. Close with a short footer counting the total power users synced across all accounts this week.

If the Amplitude cohort returns zero users, skip the Salesforce writes entirely and post a one-line Slack message saying no new power users came through this week — don't spam the channel with an empty briefing.

Context: Amplitude has a native Salesforce Marketing Cloud cohort sync destination for the email-marketing side (https://amplitude.com/docs/data/destination-catalog/salesforce-marketing-cloud-v1). This workflow deliberately targets Salesforce Sales Cloud (the CRM sales pipeline) and layers per-account expansion drafting on top — that per-account AI angle is the value-add over the native sync. Also: this is a different angle from any daily PQL-alert workflow. This targets EXISTING customers for usage-based upsell, not new leads for acquisition.

Configurable inputs the setup should expose: Amplitude cohort name (default 'Power Users'), Salesforce contact match field (default Email), Salesforce contact tier property name (default product_engagement_tier), top-N account cap (default 10), Salesforce opportunity default stage, and the Slack channel to post the briefing to.